Interview recorded - 19th of March, 2024

On this episode of the WTFinance podcast I had the pleasure of welcoming back David Rosenberg. David is the Founder & President of Rosenberg Research & associates.

During our conversation we spoke about why the recession is still on horizon despite market strength, whether we're in a new economy, whether the FED are taking the right action, unwinding of private credit markets, which assets to perform and more!

0:00 - Introduction
2:14 - Why have we not seen a recession yet?
4:32 - Are we in a new economy since COVID?
12:12 - Will recession impact markets?
17:55 - Are higher interest rates stimulatory?
25:22 - Recession is not about if, but about when
27:32 - Atlanta FED GDP predictions quite accurate
32:02 - What should the FED be doing?
33:52 - FED cutting bullish scenario?
35:37 - Unwinding of private credit markets?
41:22 - Which assets to perform?
48:07 - One message to takeaway from our conversation?

David Rosenberg is the Founder and President of Rosenberg Research & Associates Inc., an economic consulting firm he established in January 2020. He and his team have as their top priority providing investors with analysis and insights to help them make well-informed investment decisions.

Prior to Rosenberg Research, David was Chief Economist & Strategist at Gluskin Sheff + Associates Inc. from 2009 to 2019. From 2002 to 2009, he was Chief North American Economist at Merrill Lynch in New York, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings. Prior thereto, he was Chief Economist and Strategist for Merrill Lynch Canada, based out of Toronto, where he and his team placed first in the Brendan Wood survey of Canadian economists for ten years in a row.

Mr. Rosenberg is a frequent contributor to most major financial newspapers and publications in North America and makes regular TV appearances in the financial media. He received both a Bachelor of Arts and Masters of Arts degree in Economics from the University of Toronto.

David Rosenberg - 

Website - https://www.rosenbergresearch.com/
Twitter - https://twitter.com/EconguyRosie
LinkedIn - https://www.linkedin.com/in/david-rosenberg-40800219b/

WTFinance -

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