
David Rosenberg: "The Business Cycle Is Dead"âThe Story Investors Today Believe
Wealthion - Be Financially Resilient
Bullish View on Bonds, Mid-Curve Opportunity
Rosenberg favors the 10-year and mid-curve bonds if fiscal premiums ease and rates converge lower.
đĄThink âbuy the dipâ may no longer be enough? Get a free portfolio review with Wealthionâs endorsed financial advisors: https://bit.ly/48WIKnY The business cycle is dead. Bear markets are no more. Recessions, eliminated. At least, thatâs how many investors view the market. But are these safe assumptions? In this interview with James Connor, economist David Rosenberg pushes back on these dangerous beliefs in investing today. He explains how complacency, hubris, and overconfidence have replaced risk management and why history suggests markets are ignoring forces they canât repeal, no matter how strong the narrative feels. This isnât a call to panic. Itâs a warning about what happens when investors believe Mother Nature no longer applies to markets David also breaks down: * Why rate cuts arenât actually stimulating the real economy * How stocks are being priced as if risk no longer exists * Why the equity wealth effect is masking weakness in the consumer * How AI-driven capex is distorting economic growth * Why the labor market is cracking beneath the headlines đĄ Worried todayâs market optimism is masking real risk? Diversify with physical gold & silver via Hard Assets Alliance: https://www.hardassetsalliance.com/?aff=WTH Chapters: 2:00 - The K-Shaped Economy Buried Underneath the Headlines 6:29 - Why Economic Growth Is Weaker Than Headline GDP Suggests 11:23 - Hiring Down, Layoffs Up: The Labor Market Is Cracking 17:35 - Are These Economic Conditions Setting Us Up for a Recession? 24:02 - âď¸ Wealthion Golden Nugget: The Fedâs Rate Cuts Are Not Stimulating the Economy. Why? 32:56 - U.S. Equities Are Being Priced As If Theyâre Risk-Free 38:41 - Is the AI Bubble Starting to Deflate?44:03 - Donât Buy the Indexes in 2026 51:13 - The Outlook on Canadaâs Economy & Currency Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. #Wealthion #Wealth #Finance #Investing #DavidRosenberg #BusinessCycle #MarketRisk #MacroEconomics #InvestingPsychology #StockMarket #RecessionRisk #BearMarket #MarketCycles #WallStreet #FedPolicy #EconomicOutlook #InvestorMindset #FinancialMarkets
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