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, 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.

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.

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.

In this discussion, Amy Wu Silverman, Head of Derivatives Strategy at RBC Capital Markets, shares insights on navigating market volatility amidst political shifts. David Rosenberg, Founder of Rosenberg Research, elucidates the bullish sentiment in equities while wondering about inflation risks and the Federal Reserve's ability to steer a soft landing. Wendy Schiller, a Brown University professor, analyzes the legal fallout of President Trump's actions and the impact of judicial challenges on market dynamics.

David Rosenberg, Chief Economist at Rosenberg Research, discusses the market's bullish sentiment following the elections and the impact of Trump's policies amidst geopolitical tensions. Jonathan Wellum highlights persistent inflation and the need for pro-growth strategies. Adam Johnson shares a bright outlook on GDP growth, focusing on nuclear energy and oil services as investment opportunities. Bob Elliot, CEO of Unlimited Funds, unveils how low-cost ETFs and AI can democratize hedge fund strategies, making them accessible to everyday investors.

David Rosenberg, Founder of Rosenberg Research and former chief economist at Merrill Lynch, issues a stark warning about a looming market bubble linked to Trump’s policies. He discusses how rising inflation, political polarization, and soaring debt levels could destabilize the economy. Rosenberg highlights the appeal of safe-haven assets like gold and bonds and examines the volatility caused by geopolitical tensions, particularly with Iran and U.S.-China relations. His insights urge investors to prepare for potential market fallout.