The Jay Martin Show, Released on 7/29/23

Founder of Rosenberg Research Dave Rosenberg thinks the pie-in-the-sky valuations and attitude towards the current broad market are naive, to say the least. David thinks a recession is all but inevitable and he lays out how he is allocating his capital to survive the crash and profit along the way.

00:00 Introduction
01:49 Are We in a New Bull Market?
04:57 Where is David Allocating Capital?
12:27 What is Driving Debt Delinquency?
18:19 Excess Savings Are Running Out
25:37 Effect of Rate Hikes
33:25 Keep Some Dry Powder
34:34 Canadian Market and Commodities
38:13 Canadian Real Estate
41:17 How to Solve the Housing Crisis
45:22 Tailwinds for Gold

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, gold, housing crisis, investing, recession