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Macro Voices

MacroVoices #216 David Rosenberg: Stagflation is coming but not yet

Macro Voices

Hedge Fund Manager Erik Townsend

Investing, Business, Business:investing

4.83.4K Ratings

🗓️ 23 April 2020

⏱️ 93 minutes

🧾️ Download transcript

Summary

MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show to discuss the general market outlook, investment strategies to navigate market volatility and impacts of COVID-19 crisis on emerging markets and more. Link: https://bit.ly/2S4WOoF

Transcript

Click on a timestamp to play from that location

0:00.0

This is Macro Voices with hedge fund manager Eric Townsend, the free weekly financial

0:14.2

podcast targeting professional finance, high net worth individuals, family offices, and

0:20.0

other sophisticated investors. Macro Voices is all about the brightest minds in the world

0:25.5

of finance and macroeconomics telling it like it is. Bullish your bearish, no holds

0:30.8

barred. Now here are your hosts, Eric Townsend and Patrick Sarasna.

0:37.7

Macro Voices episode 216 was recorded on April 23rd, 2020. I'm Eric Townsend. This episode

0:45.3

of Macro Voices is dedicated to healthcare workers all over the world, the true heroes

0:50.3

of the COVID-19 pandemic crisis and is brought to you by top traders on Plugged.com, a podcast

0:57.0

dedicated to quant and rules-based investing, helping investors overcome behavioral biases.

1:03.5

We've got a terrific episode lined up for you this week. We'll start with economist

1:08.6

David Rosenberg joining me as this week's feature interview guest. We'll cover the stock

1:13.1

market outlook, bond yields, and inflation versus stangflation outlook, plus a whole

1:18.4

lot more. Now most of you know Dave as the former Merrill Lynch chief economist and the author

1:24.2

of the infamous Breakfast with Dave newsletter. But Rosie launched his own research firm

1:29.6

this year, parting ways with the Private Wealth Management firm that he was previously

1:33.8

associated with, so we'll get the inside scoop on what lead Dave to branch out on his

1:38.6

own, and of course I'll hit him up for a free trial of his new product offerings just

1:43.3

for Macro Voices listeners. Then be sure to stay tuned for our post game segment when

1:48.8

we'll take a deep dive into the crude oil market. We'll discuss the May WTI contract, dipping

1:55.3

all the way down to minus $40 briefly, what it means, and perhaps more importantly what

2:01.3

it doesn't mean, and what we can expect in coming months.

2:05.2

And I'm Patrick Sarasna now. Listeners will have a detailed update on the COVID-19 coronavirus

...

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