meta_pixel
Tapesearch Logo
Log in
RiskReversal Pod

Rosie Shiny on Gold with a $6,000 Target

RiskReversal Pod

RiskReversal Media

Investing, Business, News, Business News

4.7836 Ratings

🗓️ 23 January 2026

⏱️ 54 minutes

🧾️ Download transcript

Summary

Dan Nathan and Guy Adami are joined by David Rosenberg, founder and president of Rosenberg Research. The discussion covers Rosenberg's past market predictions, his outlook for 2025-2026, and his insights on various economic themes. Rosenberg reflects on his bearish stance on US equities and bullish view on long-term treasuries, analyzing key trends like inflation, the impact of tariffs, and the strength of the US dollar. The conversation also touches on the influence of AI-related investments in the market, the economic implications of stock market performance, and the potential for recession given current employment and income data. Rosenberg emphasizes the importance of understanding market cycles and the significant role of investor behavior. The episode concludes with his views on gold prices, central bank policies, and possible future economic scenarios. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

Click on a timestamp to play from that location

0:00.0

Balance your trading strategy by adding futures. CME group helps you manage risk and capture opportunities in all market environments.

0:09.1

Capitalize on around the clock access to highly liquid global futures and options market across all major asset classes.

0:16.9

Just visit your online broker and get started.

0:19.7

Plug into valuable educational materials and trading tools and see what adding futures can do for you at cMEgroup.com slash on the tape.

0:31.3

IConnections is the largest membership only platform for the alternative investment industry.

0:35.4

Bringing together thousands of fund managers and allocators in one powerful hub.

0:38.3

IConnections re-images how the industry connects through its digital offerings and premier in-person events,

0:43.3

empowering allocators and managers to meet, build relationships, and do business anytime, anywhere.

0:48.3

To explore more about IConnections, its events and gain access to the members-only platform,

0:52.3

visit iConnections.io.

1:12.6

We're going to get to $6,000 in amps. Now, let me tell you, when I was doing this analysis two years ago, and people were saying to me, uh, gold's going to double. I said, well, based on my analysis, it was going to double. And like, we were in big. We've been taking profits long the way. Well, you know, we're almost there. You know, we get to 6,000.

1:14.6

I don't know, I think 8% waiting.

1:16.6

Maybe we take it down to 5%.

1:18.6

We're not going to 0.

1:19.6

We'll go to 0 on the gold trade.

1:22.6

One or two things has to happen.

1:24.6

The first time we see a central bank say we are done in our gold

1:29.3

buying program or on the day that I changed my name from Rosenberg to Goldberg, up until those two

1:36.1

things happen, I think the path will still be going up. Welcome to the Risk Reversal podcast. I am

1:42.5

Dan Nathan. That is Guy Adami. This is one of those podcasts. I think we wait like two and a half months. Every two and a half. We wait too long. We wait too long. We have David Rosenberg. He is the founder and president of Rosenberg. Research. David, welcome back to the podcast. Well, I was getting worried that I blew too many calls the last time around. No, no. You went silent on me. No, we didn't. It's every quarter, man. And we tried to get you earlier. Oh, I thought it was once. I was supposed to be once a month. Well, we could make that happen. We would love to. I guess, you know, I don't know. My name's not Peter Bookfar. So, I mean, I guess I got. You had Bookvar. I got Peter Bookfar jealousy, although he's one of my best friends. I know he is. All right, just really quickly, let's run through that. Okay. So Rosenberg research you guys have this product i read morningss with Dave every morning you can go subscribe Rosenberg Research and go do

2:38.5

that you also have this speaker series where you have lots of great folks like

2:43.1

Peter Bukfar hey guy have you ever been on Rosie's you know speaker series

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from RiskReversal Media, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of RiskReversal Media and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.