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David Rosenberg

Founder of Rosenberg Research. Provides independent economic consulting services and investment strategy research.

Top 10 podcasts with David Rosenberg

Ranked by the Snipd community
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31 snips
Nov 21, 2024 • 45min

Oaktree Sees Companies in Trouble as Rates Stay High

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.
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28 snips
Mar 21, 2025 • 46min

David Rosenberg on Market Uncertainty, Trade Wars and Stagflation 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.
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23 snips
May 14, 2025 • 46min

Market's 'Serious Mistake': David Rosenberg's Urgent Warning For What's Coming

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.
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21 snips
Jan 30, 2025 • 26min

Contrarian Market Economist David Rosenberg on Rethinking His “Bubble” Thesis but Staying Bearish

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.
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17 snips
Jun 26, 2025 • 1h 8min

MacroVoices #486 David Rosenberg: Navigating Choppy Waters

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.
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16 snips
Feb 20, 2025 • 1h 15min

The Best of Hedgeye: David Rosenberg → Inflation Tsunami: Investing During A Rising Inflationary Tide

David Rosenberg, Chief Economist & Strategist at Gluskin Sheff, shares his keen insights on the rising tide of inflation. He delves into historical perspectives on inflation, navigating pandemic-induced challenges, and the impact of fiscal policies on consumer behavior. The conversation covers the intricate relationship between housing costs and inflation dynamics, while warning about potential stagflation. Rosenberg emphasizes the need for strategic investment amidst economic fluctuations, delivering valuable advice for investors as they decode complex market signals.
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14 snips
Feb 6, 2025 • 26min

David Rosenberg Explains Why Inflation & Interest Rates Will Go Lower

David Rosenberg, president and chief economist at Rosenberg Research, shares his contrarian views on inflation and interest rates. He predicts that inflation will decrease, prompting the Fed to cut rates more than anticipated. The discussion debunks common myths about inflation and highlights the impact of AI on productivity. Rosenberg also emphasizes the importance of a diversified investment strategy, especially in the current market, recommending long-term portfolios and Canadian stocks for stability.
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8 snips
Oct 10, 2024 • 1h 4min

David Rosenberg: Boomers Sleepwalking Into A Bear Market + Recession

David Rosenberg, founder of Rosenberg Research and a renowned economist, shares his insights on the precarious state of the market. He warns that Baby Boomers, heavily invested in stocks, are unprepared for an impending bear market and potential recession. Rosenberg discusses the unexpected resilience of 2023, contrasting it with looming risks for 2025. He emphasizes the K-shaped recovery, where wealth disparities affect consumer spending and financial stability. His recommendations lean towards cautious, diversified investment strategies for navigating these turbulent times.
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6 snips
Oct 5, 2024 • 56min

Weekly Recap: Recession? • Solvency Crisis • China Stimulus • Bull Market

David Rosenberg, a renowned economist who predicted the looming recession, discusses evident signs of economic contraction and the election's impact. Jeremy Schwartz analyzes China's recent stimulus measures and their effects on U.S. growth while offering a 2025 outlook. Geo Chen brings a wave of optimism, forecasting a significant bull market ahead, despite concerns over China's real estate issues and oil market dynamics. Together, they explore the delicate balance between economic risks and opportunities in today's global landscape.
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Jun 9, 2025 • 42min

David Rosenberg: Gold to $6,000 & Why the U.S. Dollar Is Losing Its Power | Part II

David Rosenberg, an esteemed economist and president of Rosenberg Research, teams up with Jonathan Wellum, CEO of Rocklinc Investment Partners, to discuss bold predictions for the financial future. Rosenberg asserts that gold could soar to $6,000 as the U.S. dollar falters and central banks turn to gold. They delve into the mispricing of Treasuries versus stocks, the implications of rising U.S. debt, and the shift towards global investments in Europe and Asia. Together, they emphasize the necessity for investors to rethink strategies amidst evolving economic landscapes.

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