In Episode 303 of Hidden Forces, Demetri Kofinas speaks with economist David Rosenberg. David is the founder and president of Rosenberg Research, an economic and financial market consulting firm that provides advice to thousands of retail and institutional clients across 40 countries.
Demetri and David spend the first hour of their conversation discussing Rosenberg’s economic philosophy. David also shares lessons from his experience working in the finance industry since the early 1980s and what that experience taught him about markets, investing, and the economic cycle.
The second half of their conversation is much more investment focused. Demetri asks David about specific sectors of the economy like the resource sector, housing, and commercial real estate. They also discuss the impairment of bank balance sheets that has resulted from the Fed’s dramatic tightening of interests rates and how that impairment resembles the crisis that hit the savings and loan industry in the late 80s and early 90s.
You can subscribe to our premium content and gain access to our premium feed, episode transcripts, and Intelligence Reports (or Key Takeaways) at HiddenForces.io/subscribe.
If you want to join in on the conversation and become a member of the Hidden Forces genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page. If you still have questions, feel free to email info@hiddenforces.io, and Demetri or someone else from our team will get right back to you.
If you enjoyed listening to today’s episode of Hidden Forces you can help support the show by doing the following:
Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed
Write us a review on Apple Podcasts & Spotify
Subscribe to our mailing list at https://hiddenforces.io/newsletter/
Producer & Host: Demetri Kofinas
Editor & Engineer: Stylianos Nicolaou
Subscribe & Support the Podcast at https://hiddenforces.io
Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod
Follow Demetri on Twitter at @Kofinas
Episode Recorded on 03/20/2023
The Price of Time in a World Without Interest | Edward Chancellor
Why Global Liquidity Matters Now More Than Ever | Michael Howell
How to Prepare for the Next Taiwan Strait Crisis | Dmitri Alperovitch, Elbridge Colby, & Jamil N. Jaffer
A Recession, More Inflation, or Both? | Eric Basmajian
Global Macro in an Age of Great Power Conflict | Demetri Kofinas
American Defense in an Age of Great Power Conflict | Elbridge Colby
What’s Driving the Price of Oil? A Supply-Side Story | Rory Johnston
Turkish-Greek Relations & Battle Over the Eastern Mediterranean | Ryan Gingeras
Rise of Shadow Banking & Risks of a Financial Crisis | Lev Menand
Energy Geopolitics & the Remaking of the Modern World | Helen Thompson
Value Investing & How to Have “Soul in the Game" | Vitaliy Katsenelson
The Power of Crisis & How to Fight a Geopolitical Recession | Ian Bremmer
How to Trade Market Sentiment & Why Inflation Is Coming Down | Jared Dillian
The Path Towards Self-Actualization & How to Overcome Your Fears | Demetri Kofinas
The Revenge of Risk Rates & the Return of Dividend Investing | Daniel Peris
How to Trade the Great Rotation From Big Tech to Commodities | Tony Greer
Revenge of the Dollar & the Meltdown in Global Markets | Brent Johnson
The Collapse of LUNA & UST and the Vulnerability in Crypto | Nathaniel Whittemore
The New Era of Great Power Competition | John Mearsheimer & Stephen Walt
Revenge of the Old Economy & How to Invest in the Commodity Supercycle | Jeff Currie
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
NABOR® TALKS
U.S Property Podcast
Aligned Money Show
The Ramsey Show
Planet Money