

David Rosenberg Warns: Recession Ahead—Complacent Markets Are at Risk
Oct 4, 2024
David Rosenberg, Founder and President of Rosenberg Research, shares his insights on impending recession risks. He warns against market complacency and overexposure to equities, drawing parallels to past economic crises. Rosenberg critiques Federal Reserve policies and highlights rising unemployment as a looming threat. They discuss potential stagnation and the fallout from the previous decade's passive investing boom. Audience queries about gold, fiscal spending, and emerging markets add further depth to their conversation.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Navigating Market Complexities
01:31 • 20min
Impact of Fed's Rate Cut and Historical Economic Lessons
21:14 • 3min
Navigating Economic Cycles and Recession Risks
24:24 • 11min
Economic Forecasting: Inflation and Political Influences
35:00 • 3min
Navigating Opportunities and Risks in Emerging Markets
38:30 • 11min