Listen to Howard Marks, David Rosenberg, and Aman Kumar as they discuss the concept of normalcy in financial markets and interest rates, the challenge of changing perspectives, factors driving the market rally, monitoring consumer spending, and the volatility in the life sciences public equity market.

David Rosenberg, co-portfolio manager of Oaktree’s U.S. and Global High Yield strategies, and Howard Marks discuss topics from the June 2023 edition of The Roundup. They consider the evolution of the high yield bond market, investor optimism and why this time might actually be different in financial markets.

Liz Ann Sonders and David Rosenberg discuss the possibility of a rolling recession or a hard landing for global markets. They explore various topics including the impact of the pandemic on the economy, inflation, transitioning to a new secular era, labor market dynamics, and decreased flexibility. Additionally, they analyze the performance of US stocks versus non-US stocks and emphasize the importance of broadening and equal weight within the market.

Howard Marks, Armen Panossian, and David Rosenberg discuss market uncertainties, economic forecasting, challenges in managing leverage, credit investing strategies, impact of private debt, and investor focus in 2024. Emphasizing caution and humility in economic forecasting, the podcast explores uncertainties and challenges in navigating the economic terrain amidst changing market dynamics and volatility ahead.

Today we’re joined by David Rosenberg, head of the machine learning strategy team in the Office of the CTO at Bloomberg. In our conversation with David, we discuss the creation of BloombergGPT, a custom-built LLM focused on financial applications. We explore the model’s architecture, validation process, benchmarks, and its distinction from other language models. David also discussed the evaluation process, performance comparisons, progress, and the future directions of the model. Finally, we discuss the ethical considerations that come with building these types of models, and how they've approached dealing with these issues.The complete show notes for this episode can be found at twimlai.com/go/639

Economist David Rosenberg joins 'On The Tape' to discuss the stock market rally within a bear market, the attractiveness of the bond market, potential for a recession, positioning in the bond market, cracks in the housing market, and the stock to bond ratio.

On today's episode of On the Margin, David Rosenberg Founder and President of Rosenberg Research joins the show to answer the question: "Have we hit the bear market low?". We start with David's view that the market is still overpriced and the overwhelming odds of a recession in 2023. He explains why the yield curve is the most important variable, what to watch in the bond market and how a consumer default cycle will play out. We then finish the discussion on supply-side inflation, why David expects deflation is on the horizon and what to expect next!--Follow David: https://twitter.com/EconguyRosieFollow Mike: https://twitter.com/MikeIppolito_Follow On The Margin: https://twitter.com/OnTheMarginPodFollow Blockworks: https://twitter.com/blockworks_Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/--Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency which outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is.--Referenced In The Show:Rosenberg Researchhttps://www.rosenbergresearch.com/Manias, Panics, and Crashes: A History of Financial Criseshttps://www.amazon.com/Manias-Panics-Crashes-History-Financial/dp/1137525754Devil Take the Hindmost: A History of Financial Speculationhttps://www.goodreads.com/en/book/show/91360.Devil_Take_the_Hindmost--Timestamps:(00:00) Introduction(01:16) Have We Hit The Bear Market Low?(11:30) Will The Fed Break The Market?(21:10) What Does A Default Cycle Look Like?(29:26) When Will Reality Set In For Consumers?(37:26) Circle Ad(38:46) Has J Powell Over-Tightened?(44:54) Supply-Driven Inflation(52:54) Which Assets Get Bid First In A Recovery?(1:02:28) The US Outlook(1:05:39) People Don’t Learn From History--Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

David Rosenberg, Founder of Rosenberg Research, discusses the lack of breadth in the stock market, the dominance of a few SPX stocks, and potential rate cuts by the Fed. The podcast also covers the US economy, market trends, oil prices, China's outlook, investment strategies, market analysis, and hedging strategies.

David Rosenberg, Founder and President of Rosenberg Research & Associates, discusses the recession within the next six months, prior Fed tightening cycles, the incoming credit crunch, the impact of higher interest rates, deficit spending, and the three stages of every bear market.

Economist David Rosenberg shares his recession call and highlights the weak economy. He discusses the impact of interest rates and divergences in economic indicators. Rosenberg is bullish on bonds and reveals how to make a 20% return. The guest reflects on Bob Farrell's influence and emphasizes diversification in investments.