What podcasts say about David Rosenberg
Every statement, with the speaker, the exact quote and the moment it was said.
What David Rosenberg has said on podcasts
222 statements · 69 positive · 139 negative · 2 mixed · 12 neutral
The end of the equity bull market will significantly challenge the economy in 2027.
“I think that's going to pose a significant challenge to the economy for 2027.”
Open the episode · #422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%Listen at 10:12
The CAPE ratio has exceeded 40 for five consecutive months.
“the CAPE, you know, the sickly adjusted P multiple, the Shiller PE that goes back more than a century has been north of 40 for five months in a row”
Open the episode · #422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%Listen at 12:07
The equity risk premium is currently negative.
“the equity risk premium is negative”
Open the episode · #422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%Listen at 12:38
Financial markets are currently in a bubble phase.
“i do believe that we were in a bubble i do believe we are in a bubble”
Open the episode · #422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%Listen at 15:11
U.S. equities are currently in a market bubble.
“I do believe we are in a bubble”
Open the episode · #422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%Listen at 15:12
Investors should rebalance portfolios and reduce risk exposure.
“it's time to, if you haven't done so already, to rebalance your portfolio to de-risk”
Open the episode · #422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%Listen at 18:38
Investors should rebalance portfolios and reduce risk exposure.
“it's time to, if you haven't done so already, to rebalance your portfolio to de-risk”
Open the episode · #422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%Listen at 18:38
Investors should shift some allocation from the S&P 500 to Treasuries.
“I would suggest, which I've been doing, is making an allocation away from the S&P 500 towards treasuries”
Open the episode · #422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%Listen at 19:15
Investors should shift allocations from the S&P 500 toward Treasuries.
“I would suggest, which I've been doing, is making an allocation away from the S&P 500 towards treasuries.”
Open the episode · #422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%Listen at 19:15
Investors should begin building Treasury positions.
“start building your treasuries”
Open the episode · #422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%Listen at 21:19
Investors should consider greater exposure to healthcare and utilities.
“start thinking about being more defensive. Could that mean more exposure towards health care, more exposure towards utilities?”
Open the episode · #422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%Listen at 21:26
Interest rates will decline over the next year.
“If rates come down, which I think they will”
Open the episode · #422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%Listen at 21:38
Interest rates will decline.
“If rates come down, which I think they will”
Open the episode · #422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%Listen at 21:38
The yield curve will undergo a bull steepening.
“I think we'll have a bull steepener in the yield curve.”
Open the episode · #422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%Listen at 22:02
The yield curve will undergo a bull steepening.
“I think we'll have a bull steepener in the yield curve”
Open the episode · #422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%Listen at 22:02
Recession probability is above 50 percent.
“I think the recession odds are closer above 50-50”
Open the episode · #422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%Listen at 26:03
The economy will experience a significant growth slowdown.
“I'm fully convinced that there's going to be a significant growth turndown”
Open the episode · #422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%Listen at 26:08
The Federal Reserve will make a policy mistake.
“I think the Fed is going to trip.”
Open the episode · #422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%Listen at 29:29
The United States has no underlying inflation problem.
“there is not some underlying inflation problem in the united states”
Open the episode · #422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%Listen at 34:46
The Federal Reserve is close to making a policy mistake.
“I think the Fed's on the precipice of making a policy mistake.”
Open the episode · #422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%Listen at 41:42
Markets will experience increased volatility over the next 12–18 months.
“be braced for more volatility. over the next 12, 18 months in both directions.”
Open the episode · #422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%Listen at 44:04
The economy has a reasonably high chance of entering recession.
“there is a reasonably high chance that we will have a recession”
Open the episode · #422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%Listen at 44:40
Fed tightening will cause either recession or significant growth slowdown.
“I think that we will have, if not a recession, a significant growth turndown.”
Open the episode · #422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%Listen at 44:52
Real GDP growth will be below 1 percent next year.
“I think we're going to have a year where real GDP growth is less than 1%.”
Open the episode · #422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%Listen at 45:11
Real GDP growth will be below 1% over the coming year.
“we're going to have a year where real GDP growth is less than 1%”
Open the episode · #422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%Listen at 45:12
Weak growth will push the unemployment rate higher.
“that will force the unemployment rate higher”
Open the episode · #422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%Listen at 45:26
Democrats will take control of the Senate.
“the democrats take the senate too”
Open the episode · #422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%Listen at 46:10
The United States will have divided government and fiscal gridlock.
“we're going to have divided government and we're going to have fiscal gridlock”
Open the episode · #422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%Listen at 46:21
The One Big Beautiful Bill's GDP boost will not recur.
“The one big beautiful bill that added more than a half a percentage point to GDP growth this year. Nobody talks about that. That is non-recurring.”
Open the episode · #422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%Listen at 46:53
AI data-center projects are being postponed or canceled.
“now you're seeing in real time postponements, cancellations”
Open the episode · #422 David Rosenberg: The Fed Is Going to Trip, Recession Odds Now Above 50%Listen at 47:26
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
What others have said about David Rosenberg
1 statement · 1 positive
Rosenberg raised his bond allocation to 30%
“we just raised actually our allocation to bonds to 30%”
Open the episode · CPI and the AI TradeListen at 12:40
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.