Commodity Culture, Released on 2/14/25 David Rosenberg believes that the investment community has collectively lost their minds, as they continue to pile in and double-down on a small handful of tech stocks whose valuations are nowhere near reflecting reality. David sees striking similarities between today’s market and the dot com bubble and he thinks that […]
WEALTHTRACK, Released on 2/6/25 For Part 1 of this interview, CLICK HERE Going against the consensus again, influential economist David Rosenberg explains why inflation will be lower and the Fed will have to cut interest rates more than expected in the year ahead. David Rosenberg is the chief economist & strategist of Rosenberg Research & […]
The Jay Martin Show, Released on 2/3/25 (Recorded on 1/19/25) Jay Martin hosts a panel at the VRIC 2025 on January 19, 2025 with Danielle DiMartino Booth, Mark Moss, and David Rosenberg on capital allocation in 2025. They discuss consumer pressure, expected Fed rate cuts, government deficit spending, and geopolitical risks. Moss sees short-term volatility […]
Kitco News, Released on 1/31/25 Markets are on edge as Trump’s 25% tariffs on Canada and Mexico loom, with a potential trade war that could disrupt $1.6 trillion in annual trade. Will this escalate inflation, crush supply chains, and force the Fed to rethink rate cuts? The news changes fast, Trump doubles down on Feb […]
DoubleLine Capital, Released on 1/24/25 (Recorded on 1/9/25) For Part 1 of this interview, CLICK HERE For Part 2 of this interview, CLICK HERE In the final segment of this Round Table Prime, the panelists discuss lessons learned from 2024 and their investment ideas for 2025. Participating are DoubleLine CEO Jeffrey Gundlach and as moderator […]
DoubleLine Capital, Released on 1/22/25 (Recorded on 1/9/25) For Part 1 of this interview, CLICK HERE For Part 3 of this interview, CLICK HERE The market segment of Round Table Prime’s 2025 edition, among other topics, explores rare bear-steepening in Treasuries, a possible bubble in private credit, an impairment reckoning coming to small and regional […]
DoubleLine Capital, Released on 1/20/25 (Recorded on 1/9/25) For Part 2 of this interview, CLICK HERE For Part 3 of this interview, CLICK HERE During the macroeconomic segment of Round Table Prime’s 2025 edition, participants, among other issues, deliberate the future path of inflation, premature Trump administration assumptions at the Federal Reserve, the hidden but […]
BNN Bloomberg, Released on 1/14/25 David Rosenberg, founder and president of Rosenberg Research has a bearish call on the equity markets as he says a huge headwind could impact certain future returns. David Rosenberg is the chief economist & strategist of Rosenberg Research & Associates, an economic consulting firm he established in January 2020. He […]
