Rosenberg Research
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Jeffrey Gundlach in Conversation with David Rosenberg | The Bond King Returns
For our first ever in-studio Webcast with Dave, David Rosenberg hosts the "Bond King", Jeffrey Gundlach, to discuss where the long-awaited recession is, his views on inflation over the next 1-3 years, and his current thinking on the treasury market. The call, recorded on May 23, 2024, has been made available to the general public. To subscribe to future webcasts or our archive of past replays, please send us an email at information@rosenbergresearch.com
For a 30-day free trial of our research, click here: ⁠hub.rosenbergresearch.com/free-trial
Credits:
Produced by James Stewart and Leandro Amorim-Downie
Directed by Leandro Amorim-Downie
Production Manager - Adrian Altobelli
Livestream Technician - Reid Goobie
Sound Technician - Jacob Moss
Lighting Designer - Ivan Karoulov
Additional Support - Amaan Khan
มุมมอง: 16 611

วีดีโอ

Setting the Record Straight on Household Balance Sheets
มุมมอง 1.7K9 ชั่วโมงที่ผ่านมา
This week, we cover the latest signal from earnings, and we go toe-to-toe with the KC Fed on household balance sheets The Week in Review (0:36) - AI-related stocks soar on strong earnings while consumers tighten their belts The Week Ahead (4:11) - The Beige Book will bring the latest signal from the real economy The Spotlight (5:01) - Why it’s wrong to think that a “record” low debt-to-income r...
Navigating Debt Inflation in Today's Economy | Dylan Smith
มุมมอง 44114 วันที่ผ่านมา
Dylan Smith, Vice President & Senior Economist at Rosenberg Research, joins Andrew Brill to dive into the aftermath of the recent Fed meeting, their latest decision to not cut rates, the unexpected twists in Q1 earnings, and where the economy appears to be headed to next. Dylan also shares his insights on: * Why inflation is hovering above 3% * The rise of gold and Bitcoin following massive deb...
David Rosenberg with Adam Taggart on Thoughtful Money
มุมมอง 8K21 วันที่ผ่านมา
This is a re-upload of the original video on Adam Taggart's youtube channel, which is located here: www.youtube.com/@adam.taggart David was recently on Thoughtful Money (recorded on May 6, 2024) with Adam Taggart to release a warning that the official jobs data reported by the government are "overstated by historical proportions" And when the downward revisions get released, it will shock both ...
How to Invest in a Risk-Off Environment | Strategizer
มุมมอง 2.3Kหลายเดือนก่อน
Marius Jongstra, VP, Market Strategy at Rosenberg Research, breaks down the latest moves in the Strategizer model. Strategizer's recommendations are based on twelve month forward returns, and those interested in accessing our analysis and future model results can contact us at information@rosenbergresearch.com Request a Trial: web.rosenbergresearch.com/TH-camTrial Follow us on Twitter: twitter....
David Rosenberg | A 1-in-10 Equity Market
มุมมอง 15K2 หลายเดือนก่อน
David Rosenberg discusses the US Equity market, which has experienced 1-in-10 event whereby the S&P 500 ripped nearly 30% over a year in which earnings only rose 4%. Dave also discusses the the current recommendations of our Strategizer, which remain bullish on gold, bonds, and EM stocks.
David Rosenberg | Are Emerging Markets About to Emerge?
มุมมอง 4.5K3 หลายเดือนก่อน
Our latest Strategizer publication was just released and showed more of the same but with some added wrinkles. One of the main messages is to take profits in U.S. equities and corporate credit, and deploy the proceeds in stock markets in emerging Asia, commodities, and move gingerly to add some duration to the Treasury bond portfolio.
David Rosenberg | A Clarion Call
มุมมอง 12K4 หลายเดือนก่อน
The December Strategizer is hot off the press and is issuing a clarion call to get more defensive in the stock market and for the near-term to reduce duration in bonds in the aftermath of the dramatic rallies in both asset classes over the past two months. Watch on to see David's break down of this month's edition of Strategizer. Request a Free Trial: web.rosenbergresearch.com/TH-camTrialReques...
What Can Canada Teach the US? | David Rosenberg hosts John Manley & David Dodge
มุมมอง 5K4 หลายเดือนก่อน
Canada experienced a fiscal crisis thirty years ago and the United States has entered an eerily similar structural problem where the cost of servicing the debt spins out of control and siphons the revenue base at an alarming rate. This isn’t being discussed in the GoP primary debates, but the unstable fiscal climate will surely need to be addressed before long. John Manley and David Dodge chang...
David Rosenberg | The Big Switch
มุมมอง 10K5 หลายเดือนก่อน
Our Strategizer publication was just released and it once again served as a reminder that US equities are overvalued and that Asia ex. Japan remains our preferred equity region. The outlook for bonds remains strong, while the outlook for stocks remains weak. Time to make the big switch! Request a Free Trial: web.rosenbergresearch.com/TH-camTrialRequest Follow us on Substack: www.earlymorningwit...
David Rosenberg: Bond with Energy, and Energize with Bonds
มุมมอง 6K7 หลายเดือนก่อน
Our Strategizer publication was just released and while there was no call to arms based on what it was recommending a month ago, there was some fine-tuning worth commenting on. Request a Free Trial: web.rosenbergresearch.com/TH-camTrialRequest Follow us on Substack: www.earlymorningwithdave.com Twitter: EconguyRosie LinkedIn: www.linkedin.com/in/david-rosenberg-40800219b/ Facebook: ...
David Rosenberg: Seek Value in Asian Equities
มุมมอง 4K8 หลายเดือนก่อน
Watch David Rosenberg discuss the latest movements in his Asset Allocation Model, Strategizer. This month's themes include seeking value in Asian equities and the green signal that is flashing for bond duration. For inquiries related to Strategizer, please email Rosenberg Research at information@rosenbergresearch.com
David Rosenberg: Take the Money and Run
มุมมอง 13K9 หลายเดือนก่อน
Watch David Rosenberg discuss the latest movements in his Asset Allocation Model, Strategizer. This month's theme involves beginning the process of taking profits off the table and de-risking. For inquiries related to Strategizer, please email Rosenberg Research at information@rosenbergresearch.com Begin your free trial: web.rosenbergresearch.com/TH-camTrialRequest
David Rosenberg: The True North Remains Strong
มุมมอง 7K10 หลายเดือนก่อน
Watch David Rosenberg discuss the latest movements in his Asset Allocation Model, Strategizer. This month, the Canadian equity market received a sizeable upgrade yet again, while US equities tumbled. Begin your free trial: web.rosenbergresearch.com/TH-camTrialRequest
Sweeten Your Portfolio with Maple Sugar (and Ice Wine)
มุมมอง 3.5K11 หลายเดือนก่อน
Watch David Rosenberg discuss the latest movements in his Asset Allocation Model, Strategizer. This month, both the Canadian equity market and the Canadian dollar received an upgrade! Begin your free trial: hub.rosenbergresearch.com/free-trial?
Japan Is on a Roll (And We're Not Talking Sushi)! | Strategizer
มุมมอง 4.2Kปีที่แล้ว
Japan Is on a Roll (And We're Not Talking Sushi)! | Strategizer
Strategizer: Yielding to Bonds
มุมมอง 2.6Kปีที่แล้ว
Strategizer: Yielding to Bonds
Strategizer Presentation -- Breakfast with Dave Live
มุมมอง 1.1Kปีที่แล้ว
Strategizer Presentation Breakfast with Dave Live
Introducing Our Monthly Strategizer Video
มุมมอง 4.3Kปีที่แล้ว
Introducing Our Monthly Strategizer Video
Breakfast with Dave Live - The Year of the Rabbit: Hopping Out of the Hole!
มุมมอง 15Kปีที่แล้ว
Breakfast with Dave Live - The Year of the Rabbit: Hopping Out of the Hole!
David Rosenberg: The Long and Winding Road
มุมมอง 7Kปีที่แล้ว
David Rosenberg: The Long and Winding Road
David Rosenberg: Taking the Punch Bowl Away
มุมมอง 9Kปีที่แล้ว
David Rosenberg: Taking the Punch Bowl Away
The Bear Market Rally is Dead, Long Live the Bear Market
มุมมอง 5Kปีที่แล้ว
The Bear Market Rally is Dead, Long Live the Bear Market
Things Are Inverting - Including the Fed Funds Futures Curve. Listen to what it means.
มุมมอง 8Kปีที่แล้ว
Things Are Inverting - Including the Fed Funds Futures Curve. Listen to what it means.
What Alarm Bells Go Off at the Market Bottom?
มุมมอง 10Kปีที่แล้ว
What Alarm Bells Go Off at the Market Bottom?
Strategizer: Where to Put Your Money (and Where Not to)
มุมมอง 3.8K2 ปีที่แล้ว
Strategizer: Where to Put Your Money (and Where Not to)
David Rosenberg Presentation - CFA Society Winnipeg
มุมมอง 10K2 ปีที่แล้ว
David Rosenberg Presentation - CFA Society Winnipeg
Who’s Got the Macro Story Right? Stocks or Bonds?
มุมมอง 5K2 ปีที่แล้ว
Who’s Got the Macro Story Right? Stocks or Bonds?
Fed Policy Mis-Step Now; Recession Later
มุมมอง 5K2 ปีที่แล้ว
Fed Policy Mis-Step Now; Recession Later
Webcast with Dave | Featuring Stephanie Pomboy
มุมมอง 6K2 ปีที่แล้ว
Webcast with Dave | Featuring Stephanie Pomboy

ความคิดเห็น

  • @thomasmazzola4760
    @thomasmazzola4760 7 นาทีที่ผ่านมา

    Gundlach is an icon

  • @francoissimmer5394
    @francoissimmer5394 20 นาทีที่ผ่านมา

    faut acheter de l or 😅..

  • @secret.admirer
    @secret.admirer 25 นาทีที่ผ่านมา

    How about the Fed setting a higher rate of inflation target and starting QE / Yield Curve Control to bring down the Treasury yields?

  • @ArunRamakrishnan
    @ArunRamakrishnan ชั่วโมงที่ผ่านมา

    Wonderful discussion on the bond market. Thanks for putting it together.

  • @smsfelipe
    @smsfelipe ชั่วโมงที่ผ่านมา

    Jeff nailed it, Fed is clueless, hopefully they won't put the economy into a depression

  • @fubarbrandon1345
    @fubarbrandon1345 ชั่วโมงที่ผ่านมา

    Great guest and information...thanks David.

  • @issenvan1050
    @issenvan1050 2 ชั่วโมงที่ผ่านมา

    Oil doesn’t increase inflation, it’s the other way around.

  • @issenvan1050
    @issenvan1050 2 ชั่วโมงที่ผ่านมา

    How about SPR-refilling?

  • @issenvan1050
    @issenvan1050 2 ชั่วโมงที่ผ่านมา

    Isn’t China bottoming already? What’s with the metals prices?

  • @issenvan1050
    @issenvan1050 2 ชั่วโมงที่ผ่านมา

    Jeffrey is wrong a lot more often than 30% of the time. E.g. He said BTC was gonna go to/below $20k, it went above $60k; he predicted a double-bottom in post-covid markets, which never happened; not-to-mention his below-2%-CPI call for July 2023, which we may not even have in July 2024, & so on…

  • @issenvan1050
    @issenvan1050 2 ชั่วโมงที่ผ่านมา

    What is a tail risk?

  • @Meishach2112
    @Meishach2112 2 ชั่วโมงที่ผ่านมา

    Wronger for longer. These guys have been bearish since the 2022 lows. Like 30% ago…how’s the cash treating everyone?

  • @issenvan1050
    @issenvan1050 2 ชั่วโมงที่ผ่านมา

    So, the FED won’t buy 30-yr. when the next recession arrives? How are they gonna respond to the next crisis, then?

  • @Meishach2112
    @Meishach2112 2 ชั่วโมงที่ผ่านมา

    Permabear squared.

  • @issenvan1050
    @issenvan1050 2 ชั่วโมงที่ผ่านมา

    If they are done raising rates & doing QT (almost), will gold perform well?

  • @issenvan1050
    @issenvan1050 2 ชั่วโมงที่ผ่านมา

    What ruined the FED’s integrity(!) was insider-trading!

  • @peterponcedeleon3368
    @peterponcedeleon3368 2 ชั่วโมงที่ผ่านมา

    Thank you for having Jeff on. I really enjoyed the perspective and thoughts. David, please stop looking at the camera.

  • @issenvan1050
    @issenvan1050 2 ชั่วโมงที่ผ่านมา

    Druckenmiller puts all of his eggs in one basket.

  • @issenvan1050
    @issenvan1050 2 ชั่วโมงที่ผ่านมา

    You know what was cheap? META at $80! None of you did mention that!

  • @issenvan1050
    @issenvan1050 2 ชั่วโมงที่ผ่านมา

    What does he mean by “illuqid?”

  • @issenvan1050
    @issenvan1050 2 ชั่วโมงที่ผ่านมา

    Should silver outperform gold during the next recession?

  • @issenvan1050
    @issenvan1050 2 ชั่วโมงที่ผ่านมา

    So the Dollar Milkshake Theory is wrong?

  • @issenvan1050
    @issenvan1050 2 ชั่วโมงที่ผ่านมา

    Swiss debt brake

  • @issenvan1050
    @issenvan1050 2 ชั่วโมงที่ผ่านมา

    David was screaming “deflation, buy bonds!” while M2 was being expanded like no other time in history! Now he pulls a “supply shocks” narrative in an attempt to look smart, in case the glasses don’t do the trick!

  • @issenvan1050
    @issenvan1050 2 ชั่วโมงที่ผ่านมา

    There was no supply shock! Just read Bridgewater’s October 2021 report! The problem was demand, thanks to the money supply!

  • @issenvan1050
    @issenvan1050 3 ชั่วโมงที่ผ่านมา

    Isn’t he a billionaire? Why the old truck?

  • @issenvan1050
    @issenvan1050 3 ชั่วโมงที่ผ่านมา

    Auto insurance is mandatory & health insurance is not… Am I not as valuable as my car is?

  • @issenvan1050
    @issenvan1050 3 ชั่วโมงที่ผ่านมา

    Easing is QE, not rate cuts!

  • @issenvan1050
    @issenvan1050 3 ชั่วโมงที่ผ่านมา

    He had been claiming that CPI was gonna fall below 2% in July 2023. Now he speaks as though inflation will last forever.

  • @danielscott1409
    @danielscott1409 3 ชั่วโมงที่ผ่านมา

    Gundlach is great

  • @Julie.Cohen1
    @Julie.Cohen1 3 ชั่วโมงที่ผ่านมา

    I really appreciate the stats and Data that you and others puts together for us daily, If you invest right now in Bitcoin, the sky is limit. If you invest in gold, you have my sympathies. I was a Peter Schiff customer disciple since 2010. Very disappointing returns. Perth mint silver. Negative returns. The government has gold and silver locked down. They aren't going anywhere significant. I don't know what many youtubers are talking about with assets. Most stocks give no dividends and when the company goes bust stock holders usually get zip, nothing. No risk. No reward....... it’s so sad that many are so powerless and it's not about guessing the market's next move; it's about playing it smart and steady during trading...managed to grow a nest egg of around 2.3Bitcoin to a decent 19Bitcoin in the space of a few months... I'm especially grateful to Francine Duguay, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

    • @Jocelyn.339
      @Jocelyn.339 2 ชั่วโมงที่ผ่านมา

      Thanks for keeping it light and real at the same time. Much needed for us traders in times like these!

    • @Regina-Murphy
      @Regina-Murphy 2 ชั่วโมงที่ผ่านมา

      This is why it is advisable to connect with a true market strategist in order to avoid missing such opportunity and maintain steady gains.

    • @KipronoLangat-ie9hd
      @KipronoLangat-ie9hd 2 ชั่วโมงที่ผ่านมา

      She appears to be well-educated and well-read. I ran a Google search on her name and came across her website; thank you for sharing.

    • @Jesse2Livermore
      @Jesse2Livermore 2 ชั่วโมงที่ผ่านมา

      It really helped trading with Francine Duguay analysis and info, even with the market in a downward trend. Definitely riding the market wave is a good perspective..

    • @PatelYalla
      @PatelYalla 2 ชั่วโมงที่ผ่านมา

      I read about her too on the website. That is how I get connected to her. Thanks for putting this down here

  • @issenvan1050
    @issenvan1050 3 ชั่วโมงที่ผ่านมา

    But Jeffrey Sherman claims there will be no recession until 2025!

  • @issenvan1050
    @issenvan1050 3 ชั่วโมงที่ผ่านมา

    But recession hasn’t arrived yet due to a MONETARY reason, regardless, right, i.e., the above-trend MONEY supply! Monetarism works.

  • @jackgoldman1
    @jackgoldman1 3 ชั่วโมงที่ผ่านมา

    People things, education, day care, health care, go up, up, up. Only manufactured stuff goes down, televisions, computers, mass produced "stuff".

  • @JN-kf3kf
    @JN-kf3kf 3 ชั่วโมงที่ผ่านมา

    just. amazing. mike dropped...

  • @MarkJensen-se8nn
    @MarkJensen-se8nn 4 ชั่วโมงที่ผ่านมา

    Jeff @ it again promoting bonds. Regards -

  • @georgesiew6203
    @georgesiew6203 4 ชั่วโมงที่ผ่านมา

    Lol Gundlach is quite the boogie man. I don't know how anyone can listen to him without having the shit scared out of them. However I think he is still missing the full picture. The next recession will not be a place to go and search for bargains. After which wave of Barbarian invasions should you have bought back Rome? When an empire falls it is down for the count and there is nothing to buy back cheaper. This belief that many traders have that everything is range bound in the long run is wrong. In the long run new things rise and old things fall. There is no endless repeated cycling of the same thing going up and down. As an investor you've got to find the new thing and not wait to buy back the old thing. There is no cheap enough price to buy back something going to 0.

  • @jayjohnson1169
    @jayjohnson1169 4 ชั่วโมงที่ผ่านมา

    WTH was David Rosenberg staring at in the camera and not the guest?

  • @hooksx
    @hooksx 4 ชั่วโมงที่ผ่านมา

    Gundlach is really the man spreading king.

  • @OM-nq9dd
    @OM-nq9dd 5 ชั่วโมงที่ผ่านมา

    Jeffrey Gundlach, much respect.

    • @bleacherz7503
      @bleacherz7503 4 ชั่วโมงที่ผ่านมา

      For what ?

  • @stevemar8027
    @stevemar8027 5 ชั่วโมงที่ผ่านมา

    Rosenberg- the government will never default? Really- what do you call it when a government seizes 300 billion in foreign reserves (default)- what do you call it when they suspend the gold window and refuse to redeem dollars for gold in 1971?

  • @numenessences
    @numenessences 6 ชั่วโมงที่ผ่านมา

    Thank you gentlemen for pulling this together. Lucid discussion.

  • @minnesotasalamander5913
    @minnesotasalamander5913 6 ชั่วโมงที่ผ่านมา

    Good rundown.

  • @MR-zl8fr
    @MR-zl8fr 6 ชั่วโมงที่ผ่านมา

    "nothin but debt" lmao

  • @stevesmith8155
    @stevesmith8155 6 ชั่วโมงที่ผ่านมา

    Yes! Big thanks guys! There are so many financial voices which are hyperbole, distorting and even downright lying. I see you both as honest and wise. A godsend to us little guys.

  • @anthonymacchia6795
    @anthonymacchia6795 6 ชั่วโมงที่ผ่านมา

    Gesture Rosey man has a Big Strong Snout 😜 David Ty, Ty for being you and for doing what you do.

  • @user-kq3jd8wk2w
    @user-kq3jd8wk2w 7 ชั่วโมงที่ผ่านมา

    I'll work on your old GMC Truck!

  • @edmundlively8137
    @edmundlively8137 7 ชั่วโมงที่ผ่านมา

    Don't let the liquidity burn a hole in your pocket!

  • @flaviulus
    @flaviulus 7 ชั่วโมงที่ผ่านมา

    Gerald Cassidy is from RBC, not CIBC

  • @nikoprollo
    @nikoprollo 7 ชั่วโมงที่ผ่านมา

    Hey! Does SCALPING 20 lot ES @ 10 handles a day EVERYDAY qualify? PS Rosy ill start you at 2 lots.