David Rosenberg: The Market Is NOT Ready For What's Coming

David Rosenberg: The Market Is NOT Ready For What's Coming

The world has watched intently as the world's most influential central bank, the Federal Reserve, has implemented the most aggressive interest rate hike campaign in history -- on a % change over time basis. But that campaign may now be over. And if it is, it suggests opportunity in the long Treasury bond market. To find out just how much of an opportunity, we sit down today with highly-respected economist & award-winning researcher David Rosenberg, founder & president of Rosenberg Research. Learn more about David's work at https://rosenbergresearch.com/ #recession #bonds #inflation

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Episoder(622)

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SpaceX To Rocket Market Higher, Or Will Gravity Win Out? | Eric Jackson

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Fourth Turning To Turn The Dollar Into A Wrecking Ball? | George Gammon

Fourth Turning To Turn The Dollar Into A Wrecking Ball? | George Gammon

After bottoming early this year, the US dollar has been on a tear.That has created a lot of pain for many countries around the world, as many imports priced in dollars have risen in response to the Ir...

5 Jul 1h 46min

Earnings Expectations Courting Disaster? | Lance Roberts

Earnings Expectations Courting Disaster? | Lance Roberts

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4 Jul 1h 42min

Longtime Bull Sees "High" Risk Of Market Correction Soon | Darius Dale

Longtime Bull Sees "High" Risk Of Market Correction Soon | Darius Dale

Darius Dale notes that the risk of a 1998-style correction in the next quarter or two is "high".If you remember, that's when the Russian debt default plunged the S&P by -15% between July and October, ...

2 Jul 1h 27min

Things To Fall Apart After The Mid-Terms? | Stephanie Pomboy

Things To Fall Apart After The Mid-Terms? | Stephanie Pomboy

Stephanie Pomboy of MacroMavens returned for her latest monthly update.She sees mounting stresses in consumer households, private credit and oil markets.So, exactly WHEN does she think these will actu...

1 Jul 1h 11min

Top Of The K-Shaped Economy Starting To Crack? | Danielle DiMartino Booth

Top Of The K-Shaped Economy Starting To Crack? | Danielle DiMartino Booth

The continued challenging cost of living is still at the forefront of most Americans minds, but the stock market -- trading near record highs -- appears it couldn't care less.And the economy continues...

30 Jun 1h 1min

There's Going To Be One Hell Of A Hangover When The Market Party Ends | Louis Gave

There's Going To Be One Hell Of A Hangover When The Market Party Ends | Louis Gave

International investor Louis Gave returns to share where he sees risk & opportunity in the markets right now.As for risk: he sees a LOT of it.The market is drunk on speculation. And when the party end...

28 Jun 1h 2min

Record Margin Debt: "The Blow-up Is Going To Be Spectacular" | Lance Roberts

Record Margin Debt: "The Blow-up Is Going To Be Spectacular" | Lance Roberts

Markets are super-saturated in speculation.An important sign of this is that margin debt is at all time highs, and being used to purchase leveraged derivatives."This will end in tears" warns portfolio...

27 Jun 1h 44min

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