David Rosenberg: Is US Economic Strength Here to Stay?

David Rosenberg: Is US Economic Strength Here to Stay?

The Interview: At a time when the mainstream narrative revolves around the risk of an overheating US economy and consumer price inflation, David Rosenberg, president and chief economist & strategist of Rosenberg Research & Associates Inc., is the ultimate contrarian voice. In this interview with Real Vision’s Ed Harrison, Rosenberg acknowledges the strength of the US economy and is willing to switch tack if the data warrant it later this year. However, he expects, contrary to most, that the economy’s vigor will fade as government stimulus does and that the post-financial crisis precautionary savings rates to go even higher in this cycle, resulting in less growth and less inflation than is priced into US equities. Rosenberg remains bullish on bonds and on Asian equities, particularly in China. Believing that alpha is king now, he thinks we have entered a stock picker’s world where riding an uptrend through passive investing or in ETFs will not work. Filmed on April 27, 2021. If you want to keep up with Rosenberg's research, you can start a free 30-day trial here: https://bit.ly/3pQ4nyB. For our Listeners: Head to https://www.rocketlawyer.com/workconfidently to start your free 7-day trial today. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2060)

Fed Cut Hopes, Weak US Data, Alphabet’s Surge, and BOJ Signals: PALvatar Market Recap, November 26 2025

Fed Cut Hopes, Weak US Data, Alphabet’s Surge, and BOJ Signals: PALvatar Market Recap, November 26 2025

🔥 *The Future of Finance is HERE: Join the waitlist* https://rvtv.io/3IQ5Bs6 ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and cr...

26 Marras 20255min

Fed Cut Odds Rise, Tech Rebounds, and Crypto Headlines: PALvatar Market Recap, November 25 2025

Fed Cut Odds Rise, Tech Rebounds, and Crypto Headlines: PALvatar Market Recap, November 25 2025

🔥 *The Future of Finance is HERE: Join the waitlist* https://rvtv.io/3IQ5Bs6 ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and cr...

25 Marras 20255min

Macro Mondays: November 24, 2025 | Andreas Steno Larsen and Mikkel Rosenvold

Macro Mondays: November 24, 2025 | Andreas Steno Larsen and Mikkel Rosenvold

🔥 *Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them*. Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel R...

24 Marras 202534min

Fed Rate Cut Odds, Russia-Ukraine Talks, and Bitcoin Volatility: PALvatar Market Recap, November 24 2025

Fed Rate Cut Odds, Russia-Ukraine Talks, and Bitcoin Volatility: PALvatar Market Recap, November 24 2025

🔥 *The Future of Finance is HERE: Join the waitlist* https://rvtv.io/3IQ5Bs6 ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and cr...

24 Marras 20255min

Bitcoin Tanks — Where Is the Bottom? | REKT Vision (November 21, 2025)

Bitcoin Tanks — Where Is the Bottom? | REKT Vision (November 21, 2025)

🔥 *Join the waitlist: https://rvtv.io/3IQ5Bs6* This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Spencer, CEO of Orange Cap Games & Spencer V...

21 Marras 20251h 5min

Market Reversal, Hot Payrolls, Yen Intervention & Crypto Turmoil: PALvatar Market Recap, November 21 2025

Market Reversal, Hot Payrolls, Yen Intervention & Crypto Turmoil: PALvatar Market Recap, November 21 2025

🔥 *The Future of Finance is HERE: Join the waitlist* https://rvtv.io/3IQ5Bs6 ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and cr...

21 Marras 20256min

NFP Surprise, Nvidia’s Surge, and Crypto Adoption Gains: PALvatar Market Recap, November 20 2025

NFP Surprise, Nvidia’s Surge, and Crypto Adoption Gains: PALvatar Market Recap, November 20 2025

🔥 *The Future of Finance is HERE: Join the waitlist* https://rvtv.io/3IQ5Bs6 ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and cr...

20 Marras 20256min

Trading the Markets: November 19, 2025

Trading the Markets: November 19, 2025

Real Vision's Kris Bullock and Bijan Maleki are back to break down the charts and highlight their favorite Real Vision trade ideas before taking questions from the audience. Tune in every Wednesday at...

19 Marras 202530min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
ostan-asuntoja-podcast
rss-rahamania
inderespodi
herrasmieshakkerit
pomojen-suusta
rss-h-asselmoilanen
rss-paasipodi
taloudellinen-mielenrauha
sijoituspodi
rss-bisnesta-bebeja
syo-nuku-saasta
rahapuhetta
asuntoasiaa-paivakirjat
rss-laakispodi
rss-rikasta-elamaa
rss-seuraava-potilas