David Rosenberg, founder of Rosenberg Research, shares insights on the 2024 equity rally and the evolving roles of Bitcoin and gold amid market fluctuations. Richard Haas, former President of the Council on Foreign Relations, discusses the implications of political turmoil in France and Korea, highlighting shifting U.S. foreign relations. Wendy Schiller, a Brown University professor, delves into the Senate's response to executive power and Trump's influence on nominations, underlining the complexities of modern U.S. politics.

David Rosenberg, President of Rosenberg Research, brings his expertise in economics to the discussion with Tom Keene and Paul Sweeney. He shares insights on the Fed's potential interest rate decisions and the implications of lower tariffs on trade and inflation. Analyzing post-pandemic productivity, he critiques the Fed’s labor market assessments. Rosenberg also dissects stock market trends, highlighting the cooling labor market, robust S&P 500 growth, and views potential corrections as buying opportunities amidst tech-driven valuation shifts.

David Rosenberg, Founder of Rosenberg Research and market commentator, shares his evolving views on the stock market, particularly influenced by AI and emerging trends. He discusses parallels between today’s market and the 1990s internet boom, emphasizing the need for cautious strategies. Additionally, he explores the implications of concentrated market flows and how companies like the MAG7 impact overall market dynamics. The conversation balances insights on volatility and investing, offering a blend of optimism and prudence.