David Rosenberg & The Decline of The Consumerican Dream

RiskReversal Pod

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 11 August 2025

⏱️ 66 minutes

🔗️ Recording | iTunes | RSS

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Summary

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 Norm McDonald on Germany —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:32.1	Investing involves risk, performance not guaranteed.
0:36.8	Welcome to the Risk Reversal Podcast.
0:38.8	I am Dan Nathan.
0:39.6	I am joined by a good friend named David Rosenberg.
0:42.0	He is the founder and president of Rosenberg Research, David, Rosie.
0:45.9	Welcome back to the podcast.
0:48.2	Thanks for the invite.
0:50.2	Always great to be with you, Dan.
0:51.7	You've been very generous, Rosie, over, I guess, nearly five years that guy and I have been doing the podcast.
0:58.3	I think you've been on probably close to 10 times.
1:00.7	And, you know, one of the things that I find most interesting about you, you spent a lot of time, decades down here as an economist, a strategist in New York City.
1:08.9	And your last 10, is that correct?
1:10.7	You've been up in Toronto, your homeland running Rosenberg research.
	...

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