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Erik Townsend and Patrick Ceresna welcome David Rosenberg to MacroVoices. Erik and David discuss:

  • Comparing The AI & The Dot-Com Bubbles
  • Impact of Trump’s Victory on The Stock Market
  • Potential Risks to The AI-Driven Bull Market
  • Concerns About Market Positioning & Sentiment 
  • Inflation Outlook 

 

Download the podcast transcript: [Click Here]

Supporting Materials for Download are listed below - click to open or download.

 Big Picture Trading Chart Book Dec 12 2024

David Rosenberg has been the firm’s Founder and President since inception in January 2020. Prior to launching Rosenberg Research, David served as Chief Economist & Strategist at Gluskin Sheff + Associates Inc. from 2009 to 2019.