MacroVoices #323 David Rosenberg: The Fed Put Has Expired

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 12 May 2022

⏱️ 87 minutes

🔗️ Recording | iTunes | RSS

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Summary

MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show. In his previous appearance, David expressed serious concerns about the stock market, and was being ridiculed at the time by his perma-bull peers. Seems he was onto something, and he joins us again to give us an update. https://bit.ly/3svCtLo Rosenberg Research 30-Day Free Trial: https://bit.ly/3L3yWKM Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3wqdo5D ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Transcript

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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 Sarresna.
0:38.2	Macro Voices Episode 323 was recorded on May 12, 2022. I'm Eric Townsend.
0:44.7	This episode of Macro Voices was brought to you by FarmTogether.com where you can hedge
0:49.4	against inflation and protect your portfolio by investing in U.S. farmland, now available
0:55.0	to all accredited investors. David Rosenberg returns as this week's
0:59.4	feature interview guest. Last time we had Rosie on the show, he expressed serious concerns
1:04.2	about the stock market and was being ridiculed at that time by his permable peers. Seems
1:10.4	he was on to something and I think you'll really enjoy this update. Then be sure to stay
1:14.9	tuned for our post game segment when Patrick's Chart Deck will be titled, When Does the Short
1:20.0	Turn Bounce Start. Patrick Sarresna, Eric, I was gone for a week and
1:25.8	man did a shit load of stuff happen in the last two weeks. Let's start off before we get
1:31.4	into talking the individual markets. Let's talk to higher level macro thesis you've been
1:35.6	talking up before we get to that market rep. What's on your mind?
1:39.5	Patrick, I'd like to review some views which I've held for more than a decade and have
1:43.1	discussed at length on Macro Voices over the years. But I think that they really need to
1:47.5	be brought back to the forefront because things are starting to happen really quickly.
1:52.5	Now my thesis for more than a decade and I've been ridiculed for it quite frankly, has
1:57.3	been that I am convinced the real end game starts when inflation starts to run away. I've
	...

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