MacroVoices Erik Townsend and Patrick Ceresna welcome back Rosenberg Research Founder, David Rosenberg. They discuss Rosie’s two strongest conviction trades are long duration and long gold and whether the bear market is over in stocks and much more. https://bit.ly/3uEMvOg
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MacroVoices #406 Matt Barrie: AI-pocalypse Now
MacroVoices #405 Marko Papic: Investment Implications of Geopolitics Around The Globe
MacroVoices #403 Daniel Lacalle: EU Economic Outlook, Inflation, Monetary Aggregates, Energy and Much More
MacroVoices #402 Lakshman Achuthan: A Soft Landing Still A Dream
MacroVoices #401 Leigh Goehring: The Role of Monetary Policy in Commodity Investing
MacroVoices #400 Rory Johnston: All Things Oil
MacroVoices #399 Ole S Hansen: Still Bullish Commodities
MacroVoices #398 Lyn Alden: Broken Money
MacroVoices #397 Alex Gurevich: The Real Rates Tsunami
MacroVoices #396 Luke Gromen: The Dollar Treasury Feedback Loop, Deconstructed
MacroVoices #395 Simon White: Inflation, Stocks & Why TINA is Coming Back
MacroVoices #394 Louis-Vincent Gave: China, Energy & More
MacroVoices #393 Harley Bassman: Convexity Spells Opportunity
MacroVoices #392 Jesse Felder: Questioning the Soft Landing Narrative
MacroVoices #391 Brent Johnson: The Dollar Is Not Done
MacroVoices #390 Matt Barrie: The awesome power and risk of Artificial Intelligence
MacroVoices #389 Justin Huhn: Update On All Things Nuclear
MacroVoices #388 Lakshman Achuthan: Recession Still On Deck
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