AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Macro Voices
MacroVoices #433 David Rosenberg: Calling The FED’s Bluff
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.
01:04:45
Episode guests
AI Summary
Highlights
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- US economy is slowing down, with weak GDP growth and concerns of a potential recession looming.
- Inflation debate: Rosenberg argues against it, citing supply disruptions and policy effects on aggregate demand and supply dynamics.
Deep dives
David Rosenberg Discusses the Economic Slowdown in the US
David Rosenberg highlights the significant slowdown in the US economy, pointing out the weak first-quarter real GDP growth and anticipating even weaker performance in the second quarter. He expresses concerns about the deceleration of economic activity and questions potential catalysts for re-acceleration, hinting at a possible upcoming recession.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode