David Rosenberg

David Rosenberg, founder of Rosenberg Research, offers a keen economic outlook as they dive into the fluctuations of the equity markets and rising inflation. He highlights the delicate balance between investor confidence and traditional fundamentals, warning against current market optimism. The discussion also tackles the strong performance of precious metals like gold compared to silver and platinum, alongside bearish energy market sentiments. Rosenberg emphasizes key economic indicators that could reshape investment strategies amidst ongoing geopolitical tensions.

David Rosenberg, an esteemed economist and founder of Rosenberg Research, shares his insights on the current market dynamics. He warns that we are in a significant price bubble reminiscent of the DotCom era and emphasizes the need for investors to maintain liquidity. Discussing the impact of AI on growth, he points out the stagnation in the broader economy. He also highlights risks in residential real estate and the concentrated nature of today's markets. Finally, Rosenberg stresses the importance of risk management strategies as we navigate potential downturns.

David Rosenberg, head of liquid performing credit at Oaktree Capital Management, shares his expertise on credit markets and investment strategies. He predicts a boom in private credit for troubled companies due to high interest rates, highlighting rescue financing opportunities. The discussion also covers the anticipated surge in mergers and acquisitions and contrasts U.S. and European investment landscapes. Rosenberg emphasizes the need for strategic credit analysis and navigating challenges amid economic shifts and geopolitical risks.

David Rosenberg, founder of Rosenberg Research, shares his expert insights on today’s economic climate. He discusses the Federal Reserve's latest policy shifts, the risks of stagflation, and the lingering effects of trade wars on consumer behavior. Rosenberg also examines historical parallels that could predict recession outcomes, along with the impact of tariffs and fiscal policies. He offers a critical look at the equity market and inflation trends, leaving listeners with valuable perspectives on investment strategies in these uncertain times.

Lori Calvasina, Head of U.S. Equity Strategy at RBC Capital Markets, shares insights on why solid earnings can obscure troubling revision trends in equity markets. Henrietta Treyz, Co-founder of Veda Partners, analyzes the ongoing U.S. government shutdown and its potential political impact, while highlighting the optimism surrounding U.S.-China trade talks. David Rosenberg, Founder of Rosenberg Research, provides a macro perspective, warning of a market rally amid economic weakness, low inflation expectations, and a cooling labor market.

David Rosenberg, the founder and president of Rosenberg Research, dives into economic complexities, shedding light on U.S. tariff impacts under Trump. He emphasizes how tariffs ultimately burden consumers rather than benefiting the U.S. Treasury. The conversation touches on the Federal Reserve's response to inflation pressures and challenges in employment data reporting. Rosenberg also critiques the current stock market dynamics, advocating for investments in undervalued sectors like utilities and aerospace, while urging caution in today’s uncertain economic landscape.

David Rosenberg, Founder and President of Rosenberg Research & Associates, shares his expertise as a renowned economist. He predicts an impending recession in late 2025, urging investors to embrace defensive strategies like treasuries and gold. The discussion touches on labor market discrepancies, revealing troubling signs despite low unemployment rates. Rosenberg also highlights the psychological impact of market performance on investor behavior, advocating for risk management in a volatile economic landscape.

David Rosenberg, a veteran economist and founder of Rosenberg Research, and Ed Yardeni, President of Yardeni Research, engage in a spirited debate about economic growth and market forecasts. Ed touts an ambitious S&P 500 target of 10,000, citing demographic and productivity drivers, while David raises concerns over valuation and the risk of recession due to weak labor markets. They also discuss the surge in gold prices, implications of AI investment, and the potential fragility of equity markets driven by concentrated wealth.

David Rosenberg, founder of Rosenberg Research, shares his insights on the looming recession that many overlook. He highlights alarming indicators, like the Fed's own recession probabilities and a negative GDP in recent months. Rosenberg critiques the disconnect between soaring stock prices and a faltering housing market, suggesting a growing risk of economic turmoil. He warns that complacency could lead to significant consequences, urging listeners to reconsider their investment strategies amidst this uncertainty.

David Rosenberg, President and chief economist of Rosenberg Research, shares his contrarian views on the market's recent bull run. He remains skeptical about the sustainability of earnings growth amid a surge fueled by generative AI. Discussing the unpredictable nature of the stock market, Rosenberg highlights the importance of historical investment strategies and the role of diversification. He also critiques Federal Reserve policies while advocating for maintaining cash reserves within portfolios to navigate potential economic challenges.