The David Lin Report, Released on 7/18/23

David Rosenberg, Founder and President of Rosenberg Research, joins David Hay, co-CIO of Evergreen Gavekal, in a discussion on recession indicators, soft landing expectations, and investment implications.

0:00 – Intro
2:00 – GDI and Recession
7:00 – Market reaction
10:00 – Soft landing
16:40 – Can stocks reach new highs?
21:20 – Labor market
24:00 – Stock market bubble
30:00 – Inflation and consumer spending
34:28 – Inflation outlook
37:00 – Peak effect
40:30 – Disinflation
47:00 – Investment implications

David Rosenberg is the chief economist & strategist of Rosenberg Research & Associates, an economic consulting firm he established in January 2020. He received both a Bachelor of Arts and Masters of Arts degree in economics from the University of Toronto. Prior to starting his firm, he was Gluskin Sheff’s chief economist & strategist. Mr. Rosenberg was also chief North American economist at Bank of America Merrill Lynch in New York and prior thereto, he was a senior economist at BMO Nesbitt Burns and Bank of Nova Scotia. Mr. Rosenberg previously ranked first in economics in the Brendan Wood International Survey for Canada for seven straight years, was on the US Institutional Investor All American All Star Team for four years, and was ranked second overall in the 2008 survey.

  david rosenberg, economy, investing, stocks