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Episode 57: Recession, Then More QE. With David Rosenberg
Manage episode 486442420 series 3652908
Content provided by Mags. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mags or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
David Rosenberg, president of Rosenberg Research, joins Maggie Lake to explain why he’s a restrained bull on long-term Treasuries. While many investors have written off bonds as “uninvestable,” Rosie argues that recession risk is underpriced, the term premium is rising for structural reasons, and valuations now offer an attractive risk-reward, even if consensus sentiment is deeply negative. Also discussed: why the housing market, not AI hype, is the key leading indicator (and how it's rolling over), the parallels Rosie sees with summer '07, why soft data matters more than headlines right now, and how investors should think about duration and portfolio construction in this environment. Recorded May 22, 2025.🔔 Hit that subscribe button and join the conversation in the comments.Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Twitter: https://x.com/maggielakeConnect with me on Substack: https://maggielake.substack.comWe know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
118 episodes
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Manage episode 486442420 series 3652908
Content provided by Mags. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mags or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
David Rosenberg, president of Rosenberg Research, joins Maggie Lake to explain why he’s a restrained bull on long-term Treasuries. While many investors have written off bonds as “uninvestable,” Rosie argues that recession risk is underpriced, the term premium is rising for structural reasons, and valuations now offer an attractive risk-reward, even if consensus sentiment is deeply negative. Also discussed: why the housing market, not AI hype, is the key leading indicator (and how it's rolling over), the parallels Rosie sees with summer '07, why soft data matters more than headlines right now, and how investors should think about duration and portfolio construction in this environment. Recorded May 22, 2025.🔔 Hit that subscribe button and join the conversation in the comments.Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Twitter: https://x.com/maggielakeConnect with me on Substack: https://maggielake.substack.comWe know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
118 episodes
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Similar to Maggie Lake Talking Markets
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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…
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