DoubleLine Capital, Released on 1/22/26 (Recorded on 1/8/26) For Part 1 of this interview, CLICK HERE For Part 2 of this interview, CLICK HERE The Best Ideas segment of DoubleLine’s 2026 Round Table Prime translates macro and market themes into portfolio positioning. Moderated by DoubleLine Deputy CIO Jeffrey Sherman, the discussion spans global equities, fixed […]
DoubleLine Capital, Released on 1/21/26 (Recorded on 1/8/26) For Part 1 of this interview, CLICK HERE For Part 3 of this interview, CLICK HERE In the Markets segment of DoubleLine’s 2026 Round Table Prime, DoubleLine Deputy CIO Jeffrey Sherman moderates a discussion on how investors should interpret equity, fixed income and credit markets amid elevated […]
DoubleLine Capital, Released on 1/20/26 (Recorded on 1/8/26) For Part 2 of this interview, CLICK HERE For Part 3 of this interview, CLICK HERE In the Macro segment of DoubleLine’s 2026 Round Table Prime, DoubleLine Deputy CIO Jeffrey Sherman moderates a discussion among leading macroeconomic thinkers of an increasingly complex and bifurcated global economic environment. […]
The David Lin Report, Released on 12/29/25 (Recorded on 12/23/25) David Rosenberg, President of Rosenberg Research & Associates, argues that the strong GDP numbers are misleading because the labor market is weakening and consumers are spending their savings rather than earning more income. 0:00 – Intro. 1:15 – GDP Report and growth analysis 7:28 – […]
Adam Taggart | Thoughtful Money, Released on 10/26/25 It’s easy to feel confused these days. With the stock market at all-time highs, some analysts predict this bull market has a lot longer to run as the business-friendly policies of the new Administration start adding tailwinds to the economy. Others see economic growth as imbalanced, at […]
The David Lin Report, Released on 10/5/25 (Recorded on 10/3/25) Economists Ed Yardeni, President of Yardeni Research, and David Rosenberg, President of Rosenberg Research & Associates, debate the growth of the economy and the outlook for markets. 0:00 – Intro 1:28 – S&P 500 outlook 10:25 – Gold 15:39 – Recession outlook 20:40 – Labor […]
Kitco News, Released on 8/30/25 A severe downturn in the U.S. housing market, a recession in Canada, and a new wave of political pressure on the Federal Reserve are creating a complex and dangerous environment for investors. In this exclusive, in-depth interview, renowned economist David Rosenberg joins Kitco News Anchor Jeremy Szafron to break down […]
David Rosenberg – X, Released on 8/13/25 Guess what the biggest driver of this stock market rally has been? Leverage. For the first time ever, margin debt has topped $1 trillion and has ballooned +25% over the past year. Fully one-fifth of all the leverage supporting the stock market has been built up just in […]
