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David Rosenberg & The Decline of The Consumerican Dream
Manage episode 499511355 series 2938944
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
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FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
839 episodes
Manage episode 499511355 series 2938944
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
839 episodes
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