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David Rosenberg

Founder and President of Rosenberg Research & Associates. Known for his expertise in economics and market analysis.

Top 10 podcasts with David Rosenberg

Ranked by the Snipd community
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128 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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33 snips
Jul 1, 2025 • 1h 8min

#270 David Rosenberg: Nobody Sees the Recession Coming - But It's Already Here

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.
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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 • 44min

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
Aug 11, 2025 • 1h 7min

David Rosenberg & The Decline of The Consumerican Dream

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.
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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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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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