Macro Voices MacroVoices #433 David Rosenberg: Calling The FED’s Bluff
6 snips
Jun 20, 2024 David Rosenberg, Founder of Rosenberg Research, discusses the lack of breadth in the stock market, the dominance of a few SPX stocks, and potential rate cuts by the Fed. The podcast also covers the US economy, market trends, oil prices, China's outlook, investment strategies, market analysis, and hedging strategies.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 3min
Update on the US Economy and Market Trends
03:00 • 24min
Oil Prices, Copper Sell-Off, China's Economic Outlook, and Investment Strategies
26:40 • 18min
Market Analysis: Crude Oil and S&P 500
44:28 • 5min
Analyzing Market Breadth and Mega-Cap Stock Impact on the Market
49:31 • 5min
Market Analysis and Hedging Strategies
54:03 • 7min
Insights on Market Content Distribution and Sponsorships
01:01:01 • 4min