Are We Still Heading for a Recession? w/ David Rosenberg

Are We Still Heading for a Recession? w/ David Rosenberg

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M. David Rosenberg, founder and president of Rosenberg Research, joins Ash Bennington to share his views on the current state of the economy, a growing disconnect between supply and demand, and what it means for the potential of a recession. David also discusses the bubble he sees forming in the stock market, and where he's spotting investment opportunities. Recorded on Thursday, June 20th. This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world’s largest crypto event: TOKEN2049 Singapore on 18 to 19 September. 🔥 Visit www.realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION’. Timestamps: 00:00 - Sponsor: Token2049 01:01 - Introduction of David Rosenberg 01:37 - David's perspective on the current economy 02:18 - Comparison to the 2007 economic outlook 03:33 - Recession pressures and the business cycle 04:11 - Impact of fiscal stimulus on the economy 05:25 - Credit card debt and delinquency rates 06:41 - Changes in consumer behavior and credit card balances 07:53 - The role of excess savings and stimulus checks 08:27 - San Francisco Fed report on excess savings 09:02 - Consumer revolt against high prices 10:06 - Discrepancy between current economic conditions and the Fed's statements 11:23 - Historical comparisons to 2008 and recession signals 12:34 - Overstated non-farm payrolls and data revisions 13:37 - Signs of a potential recession in various economic sectors 14:13 - GDP growth and economic activity slowing down 15:17 - Lack of catalysts for re-acceleration in growth 16:26 - Importance of supply and demand in forecasting inflation 18:11 - Expectations for disinflation and Fed rate cuts 19:20 - Discussion on current trend growth and productivity gains 21:04 - Labor force participation and its impact on the economy 22:15 - Disconnect between productivity gains and aggregate demand 23:26 - Impact of housing and consumer behavior on the economy 24:34 - Global economic conditions and their effect on US exports 25:40 - Outlook on inflation and interest rates without a recession 26:16 - Increasing unemployment rate and its impact on wages 27:23 - Supply curve dynamics leading to disinflation 28:43 - Capacity growth in the industrial sector 29:18 - Expectations for inflation to reach the Fed's target 30:26 - Implications for asset prices and the stock market 31:39 - Concentration risk and the impact of high-performing tech stocks 33:33 - Concerns about excessive valuations and investor behavior 35:08 - Importance of thematic investing and capital preservation 36:50 - Sectors with growth potential: Aerospace, defense, utilities, and healthcare 38:57 - Trading down and frugality trends among consumers 40:14 - Staples and essential sectors as investment opportunities 41:37 - Utilities as a growth area due to climate change and infrastructure needs 43:17 - The role of gold and gold mining stocks in a disinflationary environment 44:56 - Impact of passive indexation on market distortions 46:41 - Risks of bubble bursts and historical parallels 48:02 - Potential market corrections and investor psychology 50:13 - Advice on profit-taking and portfolio rebalancing 51:57 - Importance of capital preservation and conservative investing 52:36 - Final thoughts on the current market cycle 53:47 - Importance of historical context in investing decisions 54:33 - Sentiment and psychology driving market behavior 55:52 - Recommendations for protective strategies in investing Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2002)

Fed Decision, Turkish Lira Plunge, and Japan’s Economic Woes: PALvatar Market Recap, March 19 2025

Fed Decision, Turkish Lira Plunge, and Japan’s Economic Woes: PALvatar Market Recap, March 19 2025

🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, Palvatar covers the sharp decline of the Turkish lira after the arrest of Istanbul’s mayor, a key opposition figure. The Fed is set to announce its interest rate decision, with markets focusing on Powell’s comments and future policy direction. Meanwhile, Japan’s industrial production continues to decline despite rising exports, and the Euro weakens despite Germany’s increased defense spending. Stay tuned for more macro insights, and don’t miss Drinks with Raoul at 6pm ET on Real Vision! 🔹 Why tune in? Stay ahead of market-moving developments with concise, data-driven insights. 🔹 Who should listen? Traders, investors, and macro enthusiasts looking for real-time market intelligence. 🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Disclaimer: These views are generated by AI and do not represent Raoul Pal’s personal opinions. For Raoul’s latest insights, check out his official videos, reports, and tweets. Connect with Raoul: Twitter (X): https://twitter.com/RaoulGMI Instagram: https://www.instagram.com/raoulgmi/ LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/ Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Web: 🔥 https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

19 Maalis 4min

Gold Surges, Central Banks Meet, and US Retail Sales Falter: PALvatar Market Recap, March 18 2025

Gold Surges, Central Banks Meet, and US Retail Sales Falter: PALvatar Market Recap, March 18 2025

🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, Palvatar breaks down the latest macro news. Geopolitical tensions escalate as Trump and Putin discuss a Ukraine ceasefire, while Gaza sees renewed conflict. Gold prices hit a record $3,000 amid uncertainty. Key central banks, including the Fed, BoJ, and BoE, hold meetings this week. Meanwhile, US retail sales showed modest growth but missed expectations, and Italy’s surprise trade deficit weighed on the eurozone. Equity markets remain mixed, with Hang Seng rallying while US stocks see record outflows. 🔹 Why tune in? Stay ahead of market-moving developments with concise, data-driven insights. 🔹 Who should listen? Traders, investors, and macro enthusiasts looking for real-time market intelligence. 🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Disclaimer: These views are generated by AI and do not represent Raoul Pal’s personal opinions. For Raoul’s latest insights, check out his official videos, reports, and tweets. Connect with Raoul: Twitter (X): https://twitter.com/RaoulGMI Instagram: https://www.instagram.com/raoulgmi/ LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/ Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Web: 🔥 https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

18 Maalis 4min

Tariffs Refueling Inflation, Global Trade Barries and More! Macro Monday ft. Andreas Steno & Mikkel Rosenvold

Tariffs Refueling Inflation, Global Trade Barries and More! Macro Monday ft. Andreas Steno & 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 and CIO at Asgard-Steno Global Marco, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest news and forces driving global markets on this live edition of Macro Mondays. They discuss the American strikes against the Houthis in Yemen, European fund managers getting wary of Tesla, the global trade barriers, and whether they could bring back the inflation conundrum. 📣 This episode is brought to you by Bitwise Asset Management. Bitwise has been all-in on crypto since 2017 and has more than 20 crypto-based products to help investors get the access they need. Bitwise manages the world’s largest crypto index fund, one of the top Bitcoin ETFs, and one of the largest institutional Ethereum staking solutions. Bitwise has over $10 billion in assets under management and over 100 people in the US and Europe to help manage everything from ETFs to private alpha strategies to SMAs for large investors. 👉 Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them. Carefully consider the extreme risks associated with crypto before investing. 📣 Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. 👉 Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. 🔥 Arch Public: It’s a hedge fund in your pocket. Built for retail traders, designed to outperform Wall Street. 👉 Try emotionless algorithmic trading at Arch Public today. Register for free at https://realvision.com/arch Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Music license ID: 359958 "Enter NIght" by Giorgio Vitté License owner - mark issa About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Website: https://www.realvision.com/join Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Linkedin: https://rvtv.io/linkedin Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf #macro #trump#bitcointrends #inauguration #trumppolicies #macromondays #dollar #dxy #nasdaq #dow #china #chinaeconomy #ppi #strongdollar #cryptoanalysis #macrotrends #ratecuts #inflation #trumptariffs #cryptoinvesting #trump #crypto #uselection #cryptorally #btcath #bitcoin #btc #ethereum #eth #ether #sui #solana #sol #fed #powell #rates #economy #markets #cryptonews #bullish #bearish #macro #etf #ethetf #btcetf #senate #congress #uselections #stablecoins #usdt #usdc #usd #inflation #steno #memes #memecoins #altcoins #alts #stocks #equities #unemployment #rates #l1s #raoulpal #realvision #fed #sec #ai Learn more about your ad choices. Visit podcastchoices.com/adchoices

17 Maalis 44min

US Retail Sales, G20 GDP Forecasts, and Fed's Upcoming Meeting: PALvatar Market Recap, March 17 2025

US Retail Sales, G20 GDP Forecasts, and Fed's Upcoming Meeting: PALvatar Market Recap, March 17 2025

🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today's update, Palvatar highlights key market drivers, including a potential rebound in US retail sales and concerns about a sharp drop in US GDP. The OECD has cut growth forecasts for several G20 economies, and the Fed is unlikely to change rates soon. China's economic recovery is stalling due to weak labor markets, while the People's Bank of China is working to support liquidity. 🔹 Why tune in? Stay ahead of market-moving developments with concise, data-driven insights. 🔹 Who should listen? Traders, investors, and macro enthusiasts looking for real-time market intelligence. 🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries.  Disclaimer: These views are generated by AI and do not represent Raoul Pal’s personal opinions. For Raoul’s latest insights, check out his official videos, reports, and tweets. Connect with Raoul: Twitter (X): https://twitter.com/RaoulGMI  Instagram: https://www.instagram.com/raoulgmi/  LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/  Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Web: 🔥 https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

17 Maalis 4min

REKT Vision: How To Survive the Crypto Chop ft. Ovie "OSF" Faruq, Andrew Parish aka AP_Apacus & Tillman Holloway from Arch Public

REKT Vision: How To Survive the Crypto Chop ft. Ovie "OSF" Faruq, Andrew Parish aka AP_Apacus & Tillman Holloway from Arch Public

📣 This episode is brought to you by Bitwise Asset Management. Bitwise has been all-in on crypto since 2017 and has more than 20 crypto-based products to help investors get the access they need. Bitwise manages the world’s largest crypto index fund, one of the top Bitcoin ETFs, and one of the largest institutional Ethereum staking solutions. Bitwise has over $10 billion in assets under management and over 100 people in the US and Europe to help manage everything from ETFs to private alpha strategies to SMAs for large investors. 👉 Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them. Carefully consider the extreme risks associated with crypto before investing. 🔥 Arch Public: It’s a hedge fund in your pocket. Built for retail traders, designed to outperform Wall Street. 👉Try emotionless algorithmic trading at Arch Public today. Register for free at https://realvision.com/arch ⬜ Rekt co-founder Ovie "OSF" Faruq is joined by Andrew Parish aka AP_Abacus, co-founder of algorithmic trading platform and Real Vision affiliate Arch Public, as well as the company’s CEO Tillman Holloway, to discuss the dominant narratives in crypto. From the bitcoin strategic reserve and a digital asset stockpile to the recent price action, they cover it all. 📣 Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. 👉 Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Website: https://www.realvision.com/join Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Linkedin: https://rvtv.io/linkedin 👉 Join our Discord channel and meet like-minded people: discord.com/invite/kYQY2Nd45Y Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Maalis 1h 9min

Trade Tensions, Inflation Easing, and Economic Slowdowns: PALvatar Market Recap, March 14 2025

Trade Tensions, Inflation Easing, and Economic Slowdowns: PALvatar Market Recap, March 14 2025

🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ Palvatar highlights concerns over escalating trade tensions, with a potential 200% tariff on European wines. Positive news comes from efforts to avoid a US government shutdown. Despite a drop in US stocks and a correction in the S&P 500, gold rises. US inflation eases, leading to speculation about interest rate cuts, while the UK economy faces contraction. 🔹 Why tune in? Stay ahead of market-moving developments with concise, data-driven insights. 🔹 Who should listen? Traders, investors, and macro enthusiasts looking for real-time market intelligence. 🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries.  Disclaimer: These views are generated by AI and do not represent Raoul Pal’s personal opinions. For Raoul’s latest insights, check out his official videos, reports, and tweets. Connect with Raoul: Twitter (X): https://twitter.com/RaoulGMI  Instagram: https://www.instagram.com/raoulgmi/  LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/  Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Web: 🔥 https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Maalis 4min

Inflation, Trade Wars and a Looming Shutdown: PALvatar Market Recap, March 13 2025

Inflation, Trade Wars and a Looming Shutdown: PALvatar Market Recap, March 13 2025

🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, we break down the impact of lower-than-expected US inflation, the ongoing trade war, and what new data—like the producer price index and jobless claims—could mean for Federal Reserve policy. Plus, we cover the looming US government shutdown and what’s happening with industrial production in the Eurozone. 🔹 Why tune in? Stay ahead of market-moving developments with concise, data-driven insights. 🔹 Who should listen? Traders, investors, and macro enthusiasts looking for real-time market intelligence. 🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries.  Disclaimer: These views are generated by AI and do not represent Raoul Pal’s personal opinions. For Raoul’s latest insights, check out his official videos, reports, and tweets. Connect with Raoul: Twitter (X): https://twitter.com/RaoulGMI  Instagram: https://www.instagram.com/raoulgmi/  LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/  Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Web: 🔥 https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

13 Maalis 3min

Inflation Slowdown, Tariff Tensions, and Geopolitical Developments:PALvatar Market Recap, March 12 2025

Inflation Slowdown, Tariff Tensions, and Geopolitical Developments:PALvatar Market Recap, March 12 2025

🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. 🔥 The U.S. stock market sees a positive opening following a February consumer price index (CPI) report showing inflation at a slower-than-expected pace, with the CPI rising only 0.2% month-over-month and an annualized rate of 2.8%. This fuels optimism about potential interest rate cuts from the Federal Reserve. Meanwhile, geopolitical news, including Ukraine's willingness to accept a ceasefire proposal with Russia, boosts sentiment across European markets. However, trade tensions persist as President Trump announces a new 25% tariff on steel and aluminum imports, with the EU retaliating by introducing additional levies on U.S. goods like bourbon and motorcycles. The ongoing tariff disputes create uncertainty in global markets despite strong economic indicators, such as an unexpected rise in U.S. job openings in January. Tune in for the latest market insights and stay informed with Palvatar’s updates. 🔹 Why tune in? Stay ahead of market-moving developments with concise, data-driven insights. 🔹 Who should listen? Traders, investors, and macro enthusiasts looking for real-time market intelligence. 🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries.  Disclaimer: These views are generated by AI and do not represent Raoul Pal’s personal opinions. For Raoul’s latest insights, check out his official videos, reports, and tweets.   Connect with Raoul: Twitter (X): https://twitter.com/RaoulGMI  Instagram: https://www.instagram.com/raoulgmi/  LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/    Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Web: 🔥 https://rvtv.io/3Y4t5Pw   Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

12 Maalis 3min

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