Talk Your Book: The Economy is not the Stock Market with David Rosenberg

Animal Spirits Podcast

The Compound

News, Business News, Business, Investing

4.8 • 2K Ratings

🗓️ 29 December 2024

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by David Rosenberg, Founder and President of Rosenberg Research, to discuss David's macro track record, thoughts on where the economy is today, what Powell has gotten wrong, why the momentum trade has been working, David’s economic views for 2025, policy uncertainty moving forward, and more. Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation. Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Important Disclosures from VanEck: https://www.vaneck.com/us/en/talk-your-book-vaneck-disclosures Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to Animal Spirits, a show about markets, life, and investing.
0:08.9	Join Michael Batnik and Ben Carlson as they talk about what they're reading, writing, and watching.
0:14.1	All opinions expressed by Michael and Ben are solely their own opinion and do not reflect the opinion of Ridholt's wealth management.
0:20.4	This podcast is for informational purposes only and should not be relied upon for any
0:24.6	investment decisions.
0:26.2	Clients of Ridholt's wealth management may maintain positions in the securities discussed
0:29.9	in this podcast.
0:34.2	We're here today with David Rosenberg, the founder and president of Rosenberg Research and Associates.
0:41.0	David, thank you for joining us.
0:43.6	Well, thank you for graciously giving me the opportunity.
0:48.2	So, all right, we are here today to hear your views on the market.
0:51.9	You, as I mentioned to you before we got started,
0:54.7	you are one of the reasons why I got it into the industry. I started reading breakfast with
0:59.2	Dave when you were at Kluskin and chef back in 2008 and I didn't know anything, but I was,
1:05.3	I was, you got me hooked. You got me interested in the markets. And so to be sitting here with
1:08.7	you today is a real honor. So enough throat clearing.
1:13.3	You're here to set the record straight.
1:15.3	So I will give the mic to you and take it away.
1:19.5	Okay.
1:20.3	Well, you know, setting the record straight is probably the appropriate title.
1:27.7	And I am hoping that after we get through this initial conversation that, you know,
1:34.9	we'll talk about my macro market views, but I think the viewers should know that,
	...

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