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 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.

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.

David Rosenberg, founder and president of Rosenberg Research, shares his insights on the precarious state of the economy. He discusses the concept of a 'growth recession' and the misleading nature of GDP growth stats. Skepticism regarding employment data is highlighted, questioning the credibility of reported figures. Rosenberg also emphasizes the importance of cautious investment strategies in today's market dynamics and suggests diversification as a safeguard against potential market corrections.

David Rosenberg, founder of Rosenberg Research & Associates Inc., shares his economic insights and forecasts a recession by 2025, citing low savings rates and inflated consumer spending. He critiques the disconnect between GDP growth and economic reality, emphasizing unrealistic stock market valuations. Rosenberg discusses the potential for a stock market price bubble and the risks of passive investing. He also highlights emerging market opportunities and the bullish trend in gold, as central banks shift reserves toward the precious metal amid recession concerns.