In Episode 303 of Hidden Forces, Demetri Kofinas speaks with economist David Rosenberg. David is the founder and president of Rosenberg Research, an economic and financial market consulting firm that provides advice to thousands of retail and institutional clients across 40 countries.

Demetri and David spend the first hour of their conversation discussing Rosenberg’s economic philosophy. David also shares lessons from his experience working in the finance industry since the early 1980s and what that experience taught him about markets, investing, and the economic cycle.  

The second half of their conversation is much more investment focused. Demetri asks David about specific sectors of the economy like the resource sector, housing, and commercial real estate. They also discuss the impairment of bank balance sheets that has resulted from the Fed’s dramatic tightening of interests rates and how that impairment resembles the crisis that hit the savings and loan industry in the late 80s and early 90s.

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Producer & Host: Demetri Kofinas

Editor & Engineer: Stylianos Nicolaou

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Episode Recorded on 03/20/2023