David Rosenberg shares his views on a perplexing stock market

Rosenberg Research – YouTube, Released on 7/9/24

In our latest special interview episode, we welcome back our Founder and President, David Rosenberg, to get his views on a perplexing stock market, what we can learn from the past, and how to think about the U.S. election – among much else.

Is this even a bull market? (0:30)
David’s Philosophy on Investing in this market (2:57)
What is the discount rate telling us right now? ( 5:24)
How the average U.S. household invests? (9:00)
Dave’s thoughts on index funds (16:10)
Investing around elections (21:54)
Final thoughts on the equity market (28:42 )

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.

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