On today’s episode of “On the Margin,” David Rosenberg joins the show to discuss the mounting risk of recession.

Investors are battling with the highest inflation the US has seen in 40 years. PMIs are contracting in China, M2 growth is turning negative, and consumers have begun to reign in spending. David forecasts a substantial economic slowdown and sees the threat of recession creeping closer — he also predicts a surprise shock that markets have yet to realize.

Is a deflationary sucker punch on the horizon? You'll have to tune in to find out!
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David Rosenberg is the founder and President of the research firm Rosenberg Research.
You can sign up for a free, one-month trial on their website: rosenbergresearch.com.

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Timestamps:
00:00・Introduction
00:53・Inflation
14:43・Leading Indicators For Inflation
23:40・Fireblocks Ad
24:57・Declining Productivity
35:11・The Great Narrative Unwind
45:48・The Powell Put: Comparisons To Paul Volcker
50:24・The Powell Pivot

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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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