Thoughtful Money with Adam Taggart cover image

David Rosenberg: Is A Jobs Shock About To Hit?

Thoughtful Money with Adam Taggart

00:00

Analyzing Fed Reactions and Market Outlook

Exploring the historical context of Fed reactions to economic shifts, predicting a decrease in US inflation leading to rate cuts and a steepening yield curve. Recommendations include investing in long-term treasury bonds and sectors like aerospace defense and non-cyclical commodities.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app