Wealthion, Released on 11/15/24

David Rosenberg, Founder of Rosenberg Research, issues a bold warning about an impending market bubble burst, citing “stupid expensive” valuations as markets buy in the impact of Trump’s policy agenda. He joins Anthony Scaramucci in this exclusive post-election interview to explain why inflation, political polarization, and soaring debt levels could destabilize the economy, leaving investors exposed to serious risk. Rosenberg advises shifting to safe-haven assets like gold and bonds to protect against the fallout he sees as inevitable. He also discusses how geopolitical conflicts, particularly with Iran and U.S.-China tensions, add further volatility to an already uncertain market. A must-watch Speak Up conversation!

2:09 – Why Is the Market So Bullish Post-Election?
8:56 – Reaction of Bond Markets and Inflation Concerns
12:14 – Trump’s Policies and Potential Market & Economic Impact
15:44 – Can Trump End The Fed’s Independence?
18:12 – Geopolitical Risks Under Trump: Iran, Ukraine, Israel, and U.S.-China Relations
23:22 – Audience Question: Safe-Haven Assets For Volatile Markets?
27:18 – Audience Question: Key Commodities to Watch?
29:55 – Audience Question: Crypto Exuberance After Trump Win Justified?
32:16 – Audience Question: How To Prepare for a U.S. Debt Crisis?
34:24 – Audience Question: Impact of Weakening Global Economic Cooperation?
37:02 – Audience Question: Political Polarization and Economic Stability
42:59 – Was It A Vote For Donald Trump Or A Vote Against Kamala Harris?

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, election, investing, market bubble, stock bubble, stocks, Trump