David Rosenberg headshot 250Erik Townsend and Patrick Ceresna welcome David Rosenberg to MacroVoices. Erik and Dave discuss:

  • One more leg higher in the S&P500 or is the top in? 
  • Outlook on junk and investment grade bonds
  • How do you do play the short on low grade corporates?
  • Secular and cyclical outlook on inflation
  • Where is the US Dollar heading?  
  • What is going on with 10-year treasury yields and where are they heading?  
  • Update as to where we are in the business cycle 
  • Cyclical vs. defensive stocks in the 2nd half of the year 
  • Outlook on the Canadian dollar 
  • Where are we in the Canadian housing cycle?

We strongly recommend that you download the chart book that accompanies this interview, as Erik and David will refer to it throughout the interview. Registered users here at MacroVoices.com already received the download link in your research roundup e-mail. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

SPECIAL POST GAME GUEST- Angie Setzer @GoddessofGrainAngieSetzer HeadShot

Erik Townsend and Patrick Ceresna welcome Angie Setzer to the show to discuss everything about the grain markets.

During the interview, they discuss wheat, corn and soybeans, food inflation and the impact of tariffs.

Click here to register for access to supporting materials.

Get embed code for this episode | For other embed code options click here | Download the audio MP3 File (74.28 MB) | Download the podcast transcript:   pdf Here (253 KB)

David Rosenberg, Chief Economist & Strategist
David Rosenberg is the Company’s Chief Economist & Strategist with a focus on providing a top-down perspective to the Firm’s investment process and Asset Mix Committee. Mr. Rosenberg received both a Bachelor of Arts and Masters of Arts degree in Economics from the University of Toronto. Prior to joining Gluskin Sheff in the spring of 2009, Mr. Rosenberg was Chief North American Economist at Merrill Lynch in New York for seven years, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings. Prior thereto, he was Chief Economist and Strategist for Merrill Lynch Canada, based out of Toronto.  David is also the author of Breakfast with Dave, a daily distillation of his economic and financial market insights.

Angie Setzer, @GoddessofGrain

Angie Setzer has been in the grain industry for over 13 years. After beginning her career as a cash grain broker she transitioned into a position as Vice President of Grain for Citizens Elevator in Charlotte, MI. At Citizens she manages 5 elevator locations as well as a state of the art on-farm program bringing the company's overall yearly handling to over 12 mbu.

In addition to her “Cash is King” column with Pro Farmer, she has been seen on AgDay, U.S. Farm Report, Market to Market and the Weather Channel, as well as regular appearances on Market Rally Radio, Benzinga’s Pre-Market Prep show, The Bubba Show with Todd Horwitz and Agritalk.