Join us for a thought-provoking conversation with David Rosenberg of Rosenberg Research as we discuss the global macro outlook and why David believes the US economy is on the verge of recession. We examine the parallels between the current economic cycle and past cycles, particularly the 1920s and 1970s, and discuss how past Fed tightening cycles have played out for the economy and asset prices. David lays out his case for why he is sceptical of the narrative that inflation will remain sticky and outlines the key indicators he is monitoring that suggest that the US economy will soon be in recession. We discuss debt, demographics and deglobalization and whether these will inflationary or disinflationary forces over the coming decade.
EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool
ATTENTION TTU TRIBE : SIGN-UP for Rick Rule's Symposium: Once in a life-time natural resource insights from the BEST investors in the world via a first-class livestream or Live event!
Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.
IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.
And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.
Learn more about the Trend Barometer here.
Send your questions to email@example.com
And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.
Follow Alan on Twitter.
Follow David on Twitter.
03:23 - Introduction to David Rosenberg
08:00 - Rosenberg's research process
11:56 - The importance of historical awareness
25:00 - Disruptions in the demand curve
31:16 - Getting the timing right
43:54 - The longer term trajectory
52:58 - Dealing with high debt levels
57:12 - A shift in the political landscape
01:00:56 - Learning more about global macro
01:05:02 - Thanks for listening
Copyright © 2023 – CMC AG – All Rights Reserved
PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:
1. eBooks that cover key topics that you need to know about
In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here
2. Daily Trend Barometer and Market Score
One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here
3. Other Resources that can help you
And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here