Dan Nathan and Guy Adami are joined by David Rosenberg, founder and president of Rosenberg Research. The discussion covers Rosenberg's past market predictions, his outlook for 2025-2026, and his insights on various economic themes. Rosenberg reflects on his bearish stance on US equities and bullish view on long-term treasuries, analyzing key trends like inflation, the impact of tariffs, and the strength of the US dollar. The conversation also touches on the influence of AI-related investments in the market, the economic implications of stock market performance, and the potential for recession given current employment and income data. Rosenberg emphasizes the importance of understanding market cycles and the significant role of investor behavior. The episode concludes with his views on gold prices, central bank policies, and possible future economic scenarios.
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