Macro Voices MacroVoices #404 David Rosenberg: The Bond Bullion Barbell
Nov 30, 2023
David Rosenberg, founder of Rosenberg Research, discusses his two strongest conviction trades: long duration and long gold. They also cover topics such as recession risk, bear market in stocks, and inflation outlook. Additionally, they explore the reversal of the bond bear market, potential opportunities in uranium, and analyze the oil and equity markets. The chapter concludes with a discussion on gold chart levels and an opportunity to hedge portfolios for potential market turmoil.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
David Rosenberg's View on the Stock Market and Inflation
02:24 • 23min
Reversal of Bond Bear Market and Potential Opportunities in Uranium
24:58 • 18min
Understanding EIA Inventory Numbers and OPEC Plus Meeting
43:07 • 5min
Oil and Equity Market Analysis
48:05 • 9min
Gold Chart Levels and Contract Roll, Opportunity to Hedge Portfolios
56:40 • 3min
Conclusion and Sponsorship Message
59:28 • 3min