WTFinance, Released on 2/1/23 (Recorded on 1/31/23)

On todays episode of the WTFinance podcast I had the pleasure of speaking with David Rosenberg, Founder & President of Rosenberg Research & associates. During our conversation we spoke about whether there is a chance for a soft landing, how bad the recession will be, how the recession will impact markets, which assets will perform and what would have to change for David to go long. I hope you enjoy!

0:00 – Introduction
1:06 – Any inkling of a soft landing, or more pain to come?
5:36 – Will the FED get continued inflation or disinflation?
10:19 – FED watching unemployment
14:20 – Would recession impact the markets?
19:36 – Which asset will perform during a recession?
22:35 – Key indicators David will watch to go long?
26:58 – One message from conversation?

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.

  bear market, david rosenberg, federal reserve, inflation, stocks