How to Manage Risk in the Coming Recession | David Rosenberg

Hidden Forces

Demetri Kofinas

Government, Business

4.8 • 1.6K Ratings

🗓️ 22 March 2023

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

In Episode 303 of Hidden Forces, Demetri Kofinas speaks with economist David Rosenberg. David is the founder and president of Rosenberg Research, an economic and financial market consulting firm that provides advice to thousands of retail and institutional clients across 40 countries.

Demetri and David spend the first hour of their conversation discussing Rosenberg’s economic philosophy. David also shares lessons from his experience working in the finance industry since the early 1980s and what that experience taught him about markets, investing, and the economic cycle.

The second half of their conversation is much more investment focused. Demetri asks David about specific sectors of the economy like the resource sector, housing, and commercial real estate. They also discuss the impairment of bank balance sheets that has resulted from the Fed’s dramatic tightening of interests rates and how that impairment resembles the crisis that hit the savings and loan industry in the late 80s and early 90s.

You can subscribe to our premium content and gain access to our premium feed, episode transcripts, and Intelligence Reports (or Key Takeaways) at HiddenForces.io/subscribe.

If you want to join in on the conversation and become a member of the Hidden Forces genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page. If you still have questions, feel free to email [email protected], and Demetri or someone else from our team will get right back to you.

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Producer & Host: Demetri Kofinas

Editor & Engineer: Stylianos Nicolaou

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Episode Recorded on 03/20/2023

Transcript

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0:00.0	What's up everybody? My name is Demetra Cofinas and you're listening to Hidden Forces,
0:06.0	a podcast that inspires investors, entrepreneurs and everyday citizens to challenge consensus narratives
0:14.0	and to learn how to think critically about the systems of power shaping our world.
0:18.0	My guest in this week's episode is economist David Rosenberg.
0:22.0	David is the founder and president of Rosenberg Research, an economic and financial market consulting firm
0:28.0	that provides advice to thousands of retail and institutional clients across 40 countries.
0:34.0	David and I spend the first hour of today's conversation discussing his economic philosophy,
0:39.0	as well as his own experience working in the finance industry since the early 1980s
0:44.0	and what that experience taught him about markets, banking and the economic cycle.
0:49.0	We spend the second half of our conversation focused on very specific sectors of the economy,
0:55.0	like the resource sector, housing and commercial real estate.
0:59.0	We also discuss the impairment of bank balance sheets that has resulted from the Fed's dramatic tightening of interest rates
1:05.0	and how that impairment resembles the crisis that hit the savings at loan industry in the late 1980s and early 90s.
1:12.0	If you want access to that part of the conversation and you're not already subscribed to Hidden Forces,
1:17.0	you can join our premium feed and listen to the second half of today's episode
1:22.0	by going to hiddenforces.io slash subscribe.
1:26.0	All of our content tiers give you access to our premium feed,
1:29.0	which you can use to listen to on your mobile device using your favorite podcast app
1:34.0	just like you're listening to this episode right now.
1:38.0	If you want to join in on the conversation and become a member of the Hidden Forces Genius Community,
1:44.0	which includes Q&A calls with guests, access to special research and analysis in-person events and dinners,
1:51.0	you can also do that on our subscriber page.
	...

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