MacroVoices #352 David Rosenberg: This Bear Market Has A Long Way To Go

1

Introduction

00:00 • 2min

2

The WTI Market Has Run Out of Steam to the Upside

01:48 • 6min

3

Oil Futures - Is OPEC Plus Going to Cut Production?

07:43 • 3min

4

Investing in Green Energy in Europe

10:42 • 2min

5

The Bottom End of the Bear Market Rally?

12:17 • 1min

6

You Want to Buy the Market Deep Into the Recession

13:43 • 2min

7

Do You Feel Lucky, Punk?

16:03 • 1min

8

Are You Fighting the Fed?

17:30 • 2min

9

What Is a Pivot?

19:10 • 2min

10

The Inverted Yield Curve Is the Best Leading Indicator There Is

20:46 • 3min

11

The Fed Hasn't Even Paused Yet

23:33 • 2min

12

Inflation Has Peaked?

25:19 • 2min

13

The Rental Component of the CPI Is Coming Down

26:54 • 2min

14

Inflation Is Going to Unwind

28:29 • 1min

15

The Fed's Forecast for Next Year Is the Unemployment Rate to Go to 4.4%

29:59 • 2min

16

Do You Think the US Dollar Is Going to Top Out?

31:43 • 3min

17

Cryptocurrencies Aren't Equities

34:16 • 2min

18

Is Crypto a Good Investment?

36:07 • 2min

19

What's the Future of the World Without Russia?

37:56 • 2min

20

Is There a Supply Side Constraint on the Commodity Space?

39:44 • 2min

21

Is There a Global Supply Chain Shock?

41:27 • 2min

22

Inflation Peaked and Was Coming Down 10 Years Before the Soviet Union Collided

43:04 • 2min

23

Inflation Is a Complex Process, Not a Bet

44:44 • 3min

24

Is China Reopening Coming?

47:27 • 2min

25

Breakfast With Dave - What's Next?

49:50 • 2min

26

Strategizer

51:21 • 2min

27

The Breakfast With Dave Podcast - Eric Townsend and Patrick Soresna

52:59 • 2min

28

Inflation Is Here to Stay - What Are Your Thoughts?

54:35 • 2min

29

The Bear Market Isn't Over Yet

56:28 • 2min

30

Hedging

58:32 • 4min

31

Hedge Your Portfolio and Aggregate Using a Hedge

01:02:23 • 2min

32

Using Call Credit Spreads on SPX for a Low-Cost Left-Tail Hedge?

01:04:08 • 2min

33

Vega Hedge

01:05:43 • 2min

34

What Are the Implied Ranges on the NASDAQ?

01:07:34 • 2min

35

Is the Dollar in a Sideways Consolidation?

01:09:36 • 2min

36

Gold Breakout - What Are You Thinking?

01:11:19 • 2min

37

Canary and the Coal Mine

01:13:39 • 2min

38

Macrovoices Research Roundup

01:15:46 • 4min