The AI Trade and Market Multiples: David Rosenberg’s Insights on Current Market Conditions

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  • เผยแพร่เมื่อ 14 ธ.ค. 2024

ความคิดเห็น • 109

  • @SkipDulcet
    @SkipDulcet 19 ชั่วโมงที่ผ่านมา +7

    he's such a great voice, appreciate you having him

    • @rollie5579
      @rollie5579 12 ชั่วโมงที่ผ่านมา

      He's been wrong for decades!!!!!!!!!!!!

  • @teabee8990
    @teabee8990 16 ชั่วโมงที่ผ่านมา +2

    ❤ David. Love the thought process and clarity. As always, I appreciate the books!

  • @mattmc4life
    @mattmc4life วันที่ผ่านมา +17

    What I get from him is: 1. I acted correctly 2. Everyone else doesn’t know what I know therefore they are just lucky 3. Denial denial denial 4. Sooner or later I’ll be right 5. I have many books

    • @rrrfamily565
      @rrrfamily565 วันที่ผ่านมา

      5. I am a perma bear cl0wn.

  • @sebastianlassus912
    @sebastianlassus912 วันที่ผ่านมา +7

    i love the bear porn on friday when nasdaq made a new ATH

    • @akshatrastogi9063
      @akshatrastogi9063 วันที่ผ่านมา

      I like the phrase bear porn 🤣🤣

  • @granitemannh
    @granitemannh 15 ชั่วโมงที่ผ่านมา +2

    When was the last time Rosenberg was bullish? It would be great if people kept these "gurus" track records. I've been following Rosenberg for years and I can't remember when he was bullish.

  • @BugMateo
    @BugMateo วันที่ผ่านมา +4

    Great guest! Whenever Rosie shows up, I listen! ...and do the opposite

  • @Scottyarris
    @Scottyarris วันที่ผ่านมา +1

    Amazing interview thanks guys

  • @kealgu
    @kealgu 23 ชั่วโมงที่ผ่านมา +5

    David is as popular as ants at a picnic.

    • @rollie5579
      @rollie5579 12 ชั่วโมงที่ผ่านมา

      HE's been wrong for decades!!!!!!!!!!

  • @mikeplaced3111
    @mikeplaced3111 วันที่ผ่านมา +11

    tom lee saw 2024 coming. David Rosenberg call Tom a perma bull.

    • @sebastianlassus912
      @sebastianlassus912 วันที่ผ่านมา +1

      to be fair, not even tom has been correct, tom lee 2024 target was 5200 -5500, after this he has only up along with markets going up

    • @mikeplaced3111
      @mikeplaced3111 วันที่ผ่านมา

      @sebastianlassus912 Fair re Tom, he is bullish, with money printing 9%/yr, SP500 needs to maintain +10% CAGR just to stay even, but David only changed his positions after customers leave, not because he believes, let's see if in 2025 David doesn't rtn at the 1st sign of weakness to a bearish stance.

  • @MarkoD-kd1gy
    @MarkoD-kd1gy 15 ชั่วโมงที่ผ่านมา +2

    This is a mea culpa?,
    Its a good thing boomers and everyone else, bought the market as it been up 60% in the last 3 years.
    His thesis has been wrong, a complete bust.
    Factors he missed;
    - Plenty of liquidity
    - Margin and earning growth
    - Share buyback
    - Growing economy
    - Low unemployment
    I don't know if the next 3 years, will be like the previous, but I am willing to change as the facts do.

  • @bruceguy2747
    @bruceguy2747 วันที่ผ่านมา +3

    Go watch his interviews from Jan 2023. And 2019, and 2015.
    She's wrong about treasuries.
    Treasuries are not a risk-free asset because the government continues to print money devaluing purchasing power.

    • @mattmc4life
      @mattmc4life วันที่ผ่านมา

      Totally agree. Why don’t any of these podcast hosts call these people out when they say these things?

  • @stevechen5203
    @stevechen5203 วันที่ผ่านมา +2

    Guy and Dan may have to wait for a while to be right!

  • @vince7003
    @vince7003 วันที่ผ่านมา +3

    Rosenberg is always wrong. He was negative since 2009 and look at what the market has done in 15 years. Time to retire!

  • @stevechen5203
    @stevechen5203 วันที่ผ่านมา +1

    Even a broken clock will be right twice a day!

  • @klovacka
    @klovacka วันที่ผ่านมา +4

    Mr. wronger for longer. Hilarious !

  • @TheSailor5757
    @TheSailor5757 วันที่ผ่านมา +1

    The first rule is don’t lose money. Thanks David. I’m sleeping very well. Your wisdom is indispensable to my family’s financial security.

  • @epeterson86
    @epeterson86 วันที่ผ่านมา +5

    Doesn’t seem like he’s admitting he’s been wrong. He’s still saying he’s right and all of us who have been optimistic the last 10 years are intellectually not on his superior level.

    • @JimMcNutty
      @JimMcNutty 15 ชั่วโมงที่ผ่านมา +1

      The bears are always smarter than us. Even though it makes zero sense to be 1.

  • @kailashjayaraman
    @kailashjayaraman วันที่ผ่านมา +1

    Nice one…I’m all cash today deliberately as I think we are near the top - may be another 3-5% run but I’m ok to miss it

    • @rrrfamily565
      @rrrfamily565 วันที่ผ่านมา

      LMAO

    • @ultramax1012
      @ultramax1012 22 ชั่วโมงที่ผ่านมา

      😂😂

  • @SaahilReddy-mi8jx
    @SaahilReddy-mi8jx วันที่ผ่านมา

    What is ERP? @30.00

    • @al-du6lb
      @al-du6lb วันที่ผ่านมา

      equity risk premium

  • @matt.stevick
    @matt.stevick วันที่ผ่านมา

    thx for this in advance… just started, i know it will be good 👍🏼
    📈🇺🇸

  • @lancesandberg3921
    @lancesandberg3921 วันที่ผ่านมา

    Would David Rosenberg ever rank my stocks from 1 to 100, & how much would that cost?

  • @Alex-tm6lc
    @Alex-tm6lc วันที่ผ่านมา

    If and when the market does crash; there will only be a handful who will get out in time. The rest .. well good luck. I recall in 2020, when the price of oil was dropping. I had some stock in USO and guess what ? When I put the order to sell it never got filled until the share price of USO bottomed. I learned my lesson.

  • @Marrow9000
    @Marrow9000 13 ชั่วโมงที่ผ่านมา

    This investor David Rosenburg is different than the David Rosenburg that owns PBS studios and other media, right?

  • @asdfbc
    @asdfbc วันที่ผ่านมา

    Pretty much agree with Rosie, but there's still a group of buyers providing a bid up to equities....and that's the 2 yr note holders ....when they're finished rotating into equities......i think at that time, no one's left......

  • @AAmtb
    @AAmtb วันที่ผ่านมา

    S&P steep rising wedge...H1 2025 will be a monster move.

  • @waldondarin8323
    @waldondarin8323 วันที่ผ่านมา +2

    This guy doesn’t know how the market will perform. Nobody knows what the market will do. What we do know, he’s been incredibly wrong. Keep investing, stay diversified, and don’t listen to the noise. This right here shows they know nothing more than you and I.

    • @Scott_72
      @Scott_72 วันที่ผ่านมา +1

      Nobody knows if you're going to get struck by lighting, but that doesn't mean to go grab your 20 foot metal pole and dance around in an open field.

    • @waldondarin8323
      @waldondarin8323 วันที่ผ่านมา

      @@Scott_72sounds like you followed these guys the last two years and missed a 30% and 24% return. Wonder how that feels.

    • @Tazmanian_Ninja
      @Tazmanian_Ninja 5 ชั่วโมงที่ผ่านมา

      @@Scott_72😂😂😂

  • @UkpeneJoseph
    @UkpeneJoseph วันที่ผ่านมา +15

    Thank you Lord Jesus for the gift of life and blessings to me and my family $14,120.47 weekly profit Our lord Jesus have lifted up my Life!!!🙏❤️❤️

    • @parkereric6397
      @parkereric6397 วันที่ผ่านมา

      I'm 37 and have been looking for ways to be successful, please how??

    • @UkpeneJoseph
      @UkpeneJoseph วันที่ผ่านมา

      Sure, the investment-advisor that guides me is..

    • @UkpeneJoseph
      @UkpeneJoseph วันที่ผ่านมา

      Elizabeth stark

    • @freddiearthur2151
      @freddiearthur2151 วันที่ผ่านมา

      Same, I met Elizabeth stark last year for the first time at a conference in Wilshire, after then my Life has changed for good.God bless Elizabeth stark

    • @ghazanferfazli7335
      @ghazanferfazli7335 วันที่ผ่านมา

      Her services is the best, I got a brand new Lambo last week and paid off my mortgage loan thanks to her wonderful services!

  • @abbottmd
    @abbottmd วันที่ผ่านมา

    the main value of perma-bears is noting their capitulations

  • @Pazzi-y3k
    @Pazzi-y3k วันที่ผ่านมา

    What you missed is Markets have oceans oceans oceans of unfathomable exponentially money

  • @midwestcannabis
    @midwestcannabis วันที่ผ่านมา +2

    8th like🥳🥳🥳✌️✌️✌️🇺🇲🇺🇲🇺🇲🇺🇲

  • @Marketwizchap
    @Marketwizchap 23 ชั่วโมงที่ผ่านมา

    Have @ it people

  • @wavymcfly
    @wavymcfly วันที่ผ่านมา

    Rosie, 2025 will be your year.

  • @Noneofyourdambusssiness
    @Noneofyourdambusssiness 8 ชั่วโมงที่ผ่านมา

    The market needs to get back to reality. I'm sitting with about 25% cash on the sidelines. Im honestly hoping/waiting on a 50% drop- that will be such a great opportunity. I know my portfolio will suffer but long term, it will be the best.

  • @knomatik
    @knomatik 11 ชั่วโมงที่ผ่านมา

    If the coming crash is severe I worry the boomers will be at an age where they get cold water thrown on their optimism for stocks and say, “at my age I’m can’t afford the volatility, I’m out.” Given the percent of the wealth they own the we might see a 1980s Japan style top on equities. One that lasts decades.

    • @Tazmanian_Ninja
      @Tazmanian_Ninja 4 ชั่วโมงที่ผ่านมา

      If I speak to my mom and dad, especially my dad (😅) (born in 1953 and 1949 respectively, aka they're Boomers) it's become crystal-clear that they believe more in this "the stock market always goes up" than they believe in God, the government, anything really...
      Bottom-line: I can't get my stubborn dad to even CONSIDER managing his stock portfolio uust a bit. He looks at it ONCE A YEAR, and is highly NON-diversified. Only 3 bank stocks and 2 insurance stocks. All from Denmark. I.e. not even internationally diversified.

  • @ALF-wh6in
    @ALF-wh6in วันที่ผ่านมา

    The only reason the GDP is 2.5% is because inflation is 10%

  • @Casey-rr7th
    @Casey-rr7th วันที่ผ่านมา

    David is thee best!

    • @rrrfamily565
      @rrrfamily565 วันที่ผ่านมา +3

      The beat perma bear cl0wn? Ya he is! You are right.

  • @2023gainer
    @2023gainer วันที่ผ่านมา

    VHAI.. Vocodia holdings. Conversational AI tech. SOUN . Another 19 % rise today.. SoundHound. NVDA.. Nvidia dip .. GFAI. Guardforce AI....SYM . Symbotic. New Acquisition., more

  • @lancesandberg3921
    @lancesandberg3921 วันที่ผ่านมา

    I decided not to buy anymore SOUN, & it went up 23% TODAY (Friday, 12-12-2024). This is why people keep buying.

  • @George-y4j6q
    @George-y4j6q 20 ชั่วโมงที่ผ่านมา

    Great analysis, thank you! Could you help me with something unrelated: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How can I transfer them to Binance?

  • @ultramax1012
    @ultramax1012 22 ชั่วโมงที่ผ่านมา

    lol mr. Market

  • @abvincent12
    @abvincent12 วันที่ผ่านมา +1

    Everything he said is 100% correct. We are heading toward massive deflation followed by more fed liquidity (dollar destruction). Main Street and Wall Street are living in totally different worlds (Wall Street is significantly wrong); those worlds will align soon and it will be very painful for Wall Street when it wakes up to main streets reality.

    • @schm2818
      @schm2818 วันที่ผ่านมา +1

      deflation? Fat chance.

    • @maxs351
      @maxs351 วันที่ผ่านมา

      I hope so

  • @Pazzi-y3k
    @Pazzi-y3k วันที่ผ่านมา

    Just listen to Yardemi he’s always bullish on S&P 500

  • @GoodwalkSpoiled
    @GoodwalkSpoiled วันที่ผ่านมา

    Inflation will go below 2% by this time next year? In your dreams. The party is just getting started. Rate cuts will continue and inflation will surge like gangbusters. Been to the grocery store lately? Been to a restaurant lately? Up, up and away.

  • @petermaag9622
    @petermaag9622 4 ชั่วโมงที่ผ่านมา

    Nice, talking like hes only been wrong for 2 years, not 15. But its 15.

  • @Pazzi-y3k
    @Pazzi-y3k วันที่ผ่านมา

    This Dude obviously can’t detect trends is too Old !

  • @stevechen5203
    @stevechen5203 วันที่ผ่านมา

    Buffet is many times richer than him, Dan, and Guy. He can wait much much longer till he is right. I wonder he, Dan, and Guy can wait that long before people follow them missed a lot of gains.

    • @maxs351
      @maxs351 วันที่ผ่านมา

      99% of buffet‘s wealth was accumulated after age 65
      ( Google it ) he is not that great, as it’s been told at every corner

  • @hjerryw5784
    @hjerryw5784 วันที่ผ่านมา

    I dont care if he is right or wrong. One thing i noticed is his eyes movements. You can tell he does not know what he is talking or he does not believe what he is talking. Lol !

  • @BentonHeaton-t9v
    @BentonHeaton-t9v วันที่ผ่านมา

    From $37K to $65K that's the minimum range of profit return every month I think it's not a bad one for me, now I have enough to pay bills and take care of my family. ❤️>>>

    • @HecktSmith
      @HecktSmith วันที่ผ่านมา

      How please?

    • @BentonHeaton-t9v
      @BentonHeaton-t9v วันที่ผ่านมา

      Yeah, since meeting expert Thelma, I now agree that with an expert managing your portfolio, the rate of profit high, with less risk.

    • @BentonHeaton-t9v
      @BentonHeaton-t9v วันที่ผ่านมา

      I will advise you stop trading on your own if you keep losing. And i don't trade on my own anymore, I always required help and assistance

    • @BobWings-n3g
      @BobWings-n3g วันที่ผ่านมา

      😱Sounds familiar, I have heard her names on several occasions.. And both her success stories on wall street journey!

    • @MaryGene-4b
      @MaryGene-4b วันที่ผ่านมา

      She's my family personal Broker and also a Broker to many families here in the United states, she is a licensed Broker.

  • @matthewmarshall7996
    @matthewmarshall7996 15 ชั่วโมงที่ผ่านมา

    Impressive proboscis - i think you have me beat by a nose. Rosie is rational. The smarter i get the less money i make.

  • @rollie5579
    @rollie5579 12 ชั่วโมงที่ผ่านมา

    I remember listening to him 10 years ago and he was negative on the markets, been wrong ever since !