Oil Prices, Copper Sell-Off, China's Economic Outlook, and Investment Strategies

18min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

This chapter explores the impact of energy prices on the economy, recent fluctuations in oil prices, and challenges in forecasting due to political factors. It also discusses the significant sell-off in copper, China's role in the global economic recovery, and provides insights on investment strategies focusing on defense aerospace, cybersecurity, and emerging markets.

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rosenberg Research founder David Rosenberg. They discuss, the stock market and why David believes the breadth isn’t there, and the outperformance of SPX is really just three out of the 500 stocks in the index. https://bit.ly/3VRJtBA

⚫ Check Out Rosenberg Research: https://www.rosenbergresearch.com/

⚫ Follow David Rosenberg on X: https://www.twitter.com/econguyrosie

🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3KT5tWi

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y

🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk

Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials