Thoughtful Money with Adam Taggart

David Rosenberg: The Market Is NOT Ready For What's Coming

Nov 16, 2023
Guest
David Rosenberg
Highly-respected economist & award-winning researcher David Rosenberg discusses the potential opportunities in the long Treasury bond market. Topics include global recession, American consumers' spending behavior, flawed data used by central planners, interest rates and potential recession, bond market signals, and investing in long-duration treasuries.
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Episode notes
1
Introduction
00:00 • 3min
2
Global Recession and the Absence of a Potential Candidate
03:04 • 8min
3
American Consumers: YOLO Spending and Declining Savings
10:47 • 16min
4
Analyzing the Flawed Data and Mistakes of Central Planners
26:21 • 4min
5
Interest Rates and the Potential Recession
30:00 • 23min
6
The Bond Market Signals Economic Slowdown
52:33 • 14min
7
Investing in Long-Duration Treasuries: ETFs vs. Buying Directly
01:06:52 • 3min
8
Wrapping Up with David: Support, Updates, and Investment Advice
01:10:10 • 2min