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David Rosenberg & The Decline of The Consumerican Dream

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Manage episode 499511355 series 2938944
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media 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.

Dan Nathan welcomes David Rosenberg of Rosenberg Research on the latest pod. The pair discuss various economic issues including U.S. trade policies, tariff implementations, and their impacts under President Trump's administration. David offers insights on the global repercussions of these tariffs, particularly focusing on their implications for inflation, domestic importers, consumers, and overall economic health. The conversation also explores how the Fed might respond to these pressures, potential market outcomes, and risk management strategies. David shares his outlook on the stock market, emphasizing the highs of the S&P 500, concerns about valuation concentration, and his preference for investments in non-U.S. equities and specific sectors like utilities, aerospace defense, and precious metals.

Show Notes


FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media

  continue reading

839 episodes

Artwork
iconShare
 
Manage episode 499511355 series 2938944
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media 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.

Dan Nathan welcomes David Rosenberg of Rosenberg Research on the latest pod. The pair discuss various economic issues including U.S. trade policies, tariff implementations, and their impacts under President Trump's administration. David offers insights on the global repercussions of these tariffs, particularly focusing on their implications for inflation, domestic importers, consumers, and overall economic health. The conversation also explores how the Fed might respond to these pressures, potential market outcomes, and risk management strategies. David shares his outlook on the stock market, emphasizing the highs of the S&P 500, concerns about valuation concentration, and his preference for investments in non-U.S. equities and specific sectors like utilities, aerospace defense, and precious metals.

Show Notes


FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media

  continue reading

839 episodes

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