Interview recorded - 12th of December, 2024
On this episode of the WTFinance podcast I had the pleasure of welcoming back David Rosenberg. David is the Founder & President of Rosenberg Research & associates.
During our conversation we spoke about 2024, what David was surprised about in the year, the lament of a bear, what to expect in 2025, tight credit spread, secular shift in bond, where David is bullish and more. I hope you enjoy!
0:00 - Introduction
1:21 - David’s year review
2:48 - Lament of a bear
8:35 - Earnings remain strong
14:55 - Credit spreads tight
24:33 - Secular shift in bonds?
30:30 - Continued rate cuts?
35:49 - Where is David bullish?
41:27 - One message to takeaway
David Rosenberg is the Founder and President of Rosenberg Research & Associates Inc., an economic consulting firm he established in January 2020. He and his team have as their top priority providing investors with analysis and insights to help them make well-informed investment decisions.
Prior to Rosenberg Research, David was Chief Economist & Strategist at Gluskin Sheff + Associates Inc. from 2009 to 2019. From 2002 to 2009, he was Chief North American Economist at Merrill Lynch in New York, 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, where he and his team placed first in the Brendan Wood survey of Canadian economists for ten years in a row.
Mr. Rosenberg is a frequent contributor to most major financial newspapers and publications in North America and makes regular TV appearances in the financial media. He received both a Bachelor of Arts and Masters of Arts degree in Economics from the University of Toronto.
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