David Rosenberg

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.

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, 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, 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.

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.

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.

Economist David Rosenberg, from Rosenberg Research, shares critical insights on economic risks that often go unspoken. He critiques the latest U.S. budget bill, suggesting it may significantly hinder GDP growth. Geopolitical tensions and a shift in global trade dynamics are discussed, with Japan highlighted as an overlooked concern. Rosenberg offers a contrarian investment strategy advocating for cash, gold, and defensive stocks, preparing investors for a potentially turbulent market ahead.