MacroVoices #433 David Rosenberg: Calling The FED’s Bluff

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 20 June 2024

⏱️ 65 minutes

🔗️ Recording | iTunes | RSS

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Summary

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rosenberg Research founder David Rosenberg. They discuss, the stock market and why David believes the breadth isn’t there, and the outperformance of SPX is really just three out of the 500 stocks in the index. https://bit.ly/3VRJtBA ⚫ Check Out Rosenberg Research: https://www.rosenbergresearch.com/ ⚫ Follow David Rosenberg on X: https://www.twitter.com/econguyrosie 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3KT5tWi ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ 🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y 🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk 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,
0:15.0	family offices, and other sophisticated investors.
0:18.0	Macro Voices is all about the brightest minds in the world of finance and macroeconomics telling it like it is,
0:25.6	bullish or bearish, no holds barred.
0:28.3	Now here are your hosts, Eric Townsend and Patrick Sorezna.
0:40.5	Macro Voices episode 433 was produced on June 20, 2024. I'm Eric Townsend.
0:42.2	Rosenberg Research founder David Rosenberg returned. I'm Eric Townsend. Rosenberg returns is this week's feature interview guest.
0:47.0	Rosie says the breath just isn't there in the stock market
0:51.0	and the outperformance of the spous is really just three out of the
0:55.2	500 stocks in the index. And I'm Patrick Serresna with the macro scoreboard week
1:00.1	over week as of the close of Wednesday, June 19th, 2024.
1:04.7	The S&P 500 September futures were up 124 basis points,
1:09.2	trading at 5560.
1:11.2	Upside accelerating with NVIDIA Tailwind will take a closer look at that chart and the key
1:16.1	technical levels to watch in the post game segment.
1:19.2	The US Dollar Index up 52 basis points to 10522, continues to look for a breakout on the back of a week
1:27.6	euro.
1:28.6	The August W.T.I. crude oil contract up to 82 basis points trading at 8071.
1:36.5	Back above 80 we'll take a closer look at that chart in the post game with Eric.
1:41.1	The August Arbob Gasoline contract up 293 basis points to 246
1:47.4	lagging the oil price recovery but will it confirm oil? The August gold contract down 30 basis points to 2347 continues to trade in a range.
1:58.0	Copper down 154 basis points trading at 449 and Uranium down 35 basis points trading at 8,
	...

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