Top Traders Unplugged

GM43: On the Verge of Recession ft. David Rosenberg

May 24, 2023
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Episode notes
1
Introduction
00:00 • 3min
2
Rosenberg's Journey in the Financial Industry
02:42 • 5min
3
The Role of Intuition in Macro Analysis
08:02 • 4min
4
The Parallels to the Recession
11:59 • 3min
5
The History of Inflation
15:09 • 6min
6
The Normalization of the Economy After the COVID
20:43 • 2min
7
The Great Resignation Theme
23:05 • 2min
8
The Greening of the Global Economy
25:01 • 3min
9
The Importance of a Bona Fide Inflation Forecast
27:47 • 3min
10
The Fed's Tightening Cycle and the Economic Recovery
31:15 • 6min
11
The Fed's Decision to Go Too Far in the Economy
37:06 • 2min
12
The Fed's Raising Rates
39:16 • 5min
13
The Future of Asset Allocation
43:57 • 4min
14
The Future of the US Dollar
47:39 • 3min
15
The Green Commodity Index
50:16 • 3min
16
The Future of Fiscal Repression
53:00 • 4min
17
The Political Landscape Shifts Towards More Active Fiscal Policy
57:15 • 4min
18
The Importance of Bob Farrell
01:00:59 • 5min