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 market
28:36 – Residential real estate and stocks
35:50 – Wealth effect and markets
43:00 – Market bubble
46:00 – Market concentration
47:50 – AI as “game changer”
55:27 – Investment themes

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, Ed Yardeni, investing, stocks