MacroVoices #404 David Rosenberg: The Bond Bullion Barbell

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 30 November 2023

⏱️ 63 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

MacroVoices Erik Townsend and Patrick Ceresna welcome back Rosenberg Research Founder, David Rosenberg. They discuss Rosie’s two strongest conviction trades are long duration and long gold and whether the bear market is over in stocks and much more. https://bit.ly/3uEMvOg Rosenberg Research Free Trial✅SPECIAL WEBINAR - Register For FREE!: https://www.bigpicturetrading.com/hedge Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook 📈📉:https://bit.ly/3sKrlxI ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J\ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y 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, the free weekly financial podcast targeting professional finance, high net worth individuals, family
0:15.5	offices, and other sophisticated investors.
0:19.1	Macro Voices is all about the brightest minds in the world of finance and macroeconomics telling it like it is,
0:25.3	bullish or bearish, no holds barred.
0:28.2	Now here are your hosts, Eric Townsend and Patrick Sorezna.
0:40.0	Macro Voices episode 404 was produced on November 30th, 2023. I'm Eric Townsend.
0:41.0	Rosenberg Research founder David Rosenberg returns as this week's feature interview guest.
0:46.0	Rosie's two strongest conviction trades are long duration and long gold.
0:51.0	We'll discuss why, along with all the other usual macro suspects including
0:55.8	recession risk, whether the bear market and stocks is over, Rosie's inflation outlook,
1:00.7	and much more.
1:02.1	And I'm Patrick Sorezna the Macro Scoreboard week over week as of the close of Wednesday,
1:06.5	November 29, 2023. The S&P 500 futures were down 18 basis points to 4559 the relentless advance
1:16.1	since October has finally stalled we'll take a closer look at that chart and the
1:20.4	key technical levels to watch in the post game segment.
1:24.0	The US dollar index down 100 basis points to 10284,
1:28.0	the January WtI crude oil contract,
1:31.0	up 99 basis points to 7,86.
1:34.2	We'll take a closer look at that chart in the post game
1:36.4	and Eric will have the EIA inventory data,
1:39.4	the January Arbob Gasoline up to 127 points trading at 2 and a quarter the February
1:46.0	gold contract up 268 basis points to 2,067. Important to note the Contango in the contract role contributed to the advance.
	...

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