Super Terrific Happy Hour Ep. 9 - David Rosenberg: I've Never Met A Rude Canadian

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 28 January 2021

⏱️ 80 minutes

🔗️ Recording | iTunes | RSS

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Summary

Stephanie and Grant welcome David Rosenberg of Rosenberg Research to The Super Terrific Happy Hour for a fun-filled conversation about the disconnect between the economy and risk assets, the probability Rosie places on the return of significant inflation and much, much more. From the negligible likely impact of the supposed positives of Covid life on overall GDP to the importance of having robust econometric models and understanding the dramatic changes to spending and saving habits by U.S. consumers, Rosie offers a masterful breakdown of the most important factors to be considered when assessing where we go from here. It looks as though Q3 is setting up to be a very, very important watershed...

Transcript

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0:00.0	Before we begin, a quick reminder, this edition of the Super Terrific Happy Hour is the final free episode of this podcast.
0:09.0	Beginning February 1st, the Grant Williams podcast, will become part of the Copper membership tier of my new website
0:15.2	Grant-Williams.com. Now the Copper tier will include every future episode of the end game,
0:20.9	the Super Terrific Happy Hour and the Narrative Game, as well as access to a series of
0:25.3	special one-on-one conversations I'll be having with a group of truly extraordinary people
0:29.8	throughout the rest of this year, beginning with my dear friend and mentor Anthony Deeden of Adelice Holdings.
0:36.3	At the site, you'll also find a Silverteer which in addition to access to the Grant Williams
0:40.1	podcast will include a year's subscription to my monthly newsletter, things that make you go
0:44.7	hmm. But you can find out a lot more about all that by visiting Grant-Williams.com.
0:51.2	Here's the bit where I remind you that nothing we discussed during the super terrific happy hour should be considered as investment advice.
0:57.0	This conversation is for informational and hopefully entertainment purposes only.
1:01.0	So while we hope you find it both informative and
1:04.2	entertaining to say nothing of super and terrific of course please do your own
1:08.5	research or speak to a financial advisor before putting a dime of your money into these crazy markets.
1:14.6	And now on with the show.
1:17.0	People always tell me you should have your money working for you.
1:24.0	Because you send your money out there working for you.
1:28.0	A lot of times it gets fired.
1:30.0	When you go back there, what happened? I had my money, it was here, it was working for me.
1:35.0	Yeah, I remember you're up money.
1:37.0	We had to let him go.
1:40.0	Welcome, everybody. Welcome everybody to another edition of the super terrific happy hour.
	...

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