MacroVoices Erik Townsend and Patrick Ceresna welcome back Rosenberg Research Founder, David Rosenberg. They discuss Rosie’s two strongest conviction trades are long duration and long gold and whether the bear market is over in stocks and much more. https://bit.ly/3uEMvOg
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MacroVoices #452 Darius Dale: No Difference Between Trump & Harris
MacroVoices #451 Brent Johnson: Macro Drivers of UST’s, PM’s & The Role of The BRICS
MacroVoices #450 Dr. Anas Alhajji: Oil, Middle-East Politics & China
MacroVoices #449 Harley Bassman: The Magic of Mortgages
MacroVoices #448 Luke Gromen: Why the Gold Recycling Trade is Accelerating
MacroVoices #447 Eric Peters: US/EU/China, Competitive Outlook
MacroVoices #446 Matt Barrie: AI’ll Be Back!
MacroVoices #445 Jim Bianco: Still No Landing, and Inflation is Not Transitory
MacroVoices #444 Mike Alkin: Uranium Fundamentals Couldn’t Be Better
MacroVoices #443 Viktor Shvets: From Central Banks To Assets Classes To Geopolitics & More
MacroVoices #442 Ole Hansen: Year of The Metals
MacroVoices #441 Diego Parrilla: The Revenge of The Anti-Bubbles
MacroVoices #440 Louis-Vincent Gave: What Just Happened?
MacroVoices #439 Rory Johnston: Discretionary Risks To The Oil Market
MacroVoices #438 Marko Papic: U.S. Presidential Race Risks & Complications for Markets
MacroVoices #437 Lyn Alden: Energy Security, Precious Metals & More
MacroVoices #436 Tian Yang: Left & Right Tails
MacroVoices #435 Daniel Lacalle: Navigating Monetary Debasement
MacroVoices #434 Bill Blain: Will Higher For Longer, Lead To Market Mayhem?
MacroVoices #433 David Rosenberg: Calling The FED’s Bluff
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