New Rules for an Old School Fundamentalist with David Rosenberg

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 25 June 2025

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

Guy Adami and Dan Nathan host economist David Rosenberg of Rosenberg Research on the RiskReversal podcast to discuss the state of the market, economic conditions, and geopolitical factors. Rosenberg outlines the volatility seen in the S&P 500, emphasizing that recent market moves are sentiment and momentum-driven rather than based on fundamentals. He highlights concerns about a potential topping formation in the market and discusses the impact of tariff policies, the labor market, the housing market, and global geopolitical tensions, particularly around Israel and Iran. Rosenberg also shares his views on inflation, interest rates, and the potential for recession, suggesting that the economy may already be contracting. The discussion concludes with a focus on risks in the private equity and debt markets and the potential for pension funds to be the center of the next financial crisis. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:00.0	To be invested with Betterment is to believe in better.
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0:19.8	So be invested in yourself. Be invested in your business, be invested in better with betterment.
0:24.7	Get started at betterment.com.
0:28.3	A warm welcome to the Risk Reversal podcast.
0:31.6	Guy Adami, always joined by Dan Nathan on March 21st of this year.
0:36.6	We were joined by David Rosenberg.
0:38.9	He's back again, Dan.
0:40.2	Of Rosenberg Research, Rosie, welcome back to the pod.
0:44.2	Thanks for inviting me back.
0:45.9	I was starting to get worried that you guys lost faith in me, you know.
0:50.8	Nothing to worry about.
0:52.3	Three month, three month, three month, three month, it's like a lifetime. Well, you're the calm, you are the, you have your hand on the rudder
0:58.5	in, in calm and unsettled seas. And I don't know what seas we're in right now, but it's clearly a market
1:04.9	that doesn't seem to care about anything. So let's start there in terms of the broader market and the rally we've seen since,
1:11.1	basically the last time you were on the show. Well, look, it even transcends when I was back with
1:17.6	you guys three months ago. I mean, we first hit 6,000 on the S&U of 100, like literally
	...

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