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 #352 David Rosenberg: This Bear Market Has A Long Way To Go
MacroVoices #351 Dr. Pippa Malmgren: Update on All Things Geopolitical
MacroVoices #350 Mike Green: Investing Opportunity in an Increasingly Uncertain World
MacroVoices #349 Rory Johnston: Crude Oil Outlook & SPR Discourse
MacroVoices #348 Eric Peters: On The Road From Mean Reversion To Reflexivity
MacroVoices #347 Ole Hansen: Commodities Can Go Up Even In Recession
MacroVoices #346 Louis-Vincent Gave: The Xi Pivot vs. The Powell Pivot
MacroVoices #345 Daniel Lacalle: The Situation in Europe is Worse Than You Think
MacroVoices #344 Alex Gurevich: A Deflationary Depression Lies Ahead
MacroVoices #343 Jeff Snider: Why the Dollar Remains King
MacroVoices #342 Mike Alkin & Adam Rodman: Can a Nuclear Renaissance Solve the Energy Crisis?
MacroVoices #341 Jim Bianco: Inflation Is Not Going Away
MacroVoices #340 Dr. Anas Alhajji: Erik has the Energy Crisis story all wrong. It’s WORSE than he thinks!
MacroVoices #339 Lakshman Achuthan: Leading Indicators Say The Bear Market Has Not Ended
MacroVoices #338 Brent Johnson: Why You Can’t Ignore The US Dollar
MacroVoices #337 Leigh Goehring: The Global Food & Fertilizer Crisis Is Much Bigger Than Russia/Ukraine
MacroVoices #336 Charlie McElligott: Is There Another Shoe To Drop For Equities?
MacroVoices #335 David Hay: Why US Energy Prices Can Rise Even In Recession
MacroVoices #334 Adam Rozencwajg: Understanding the Global Energy Crisis
MacroVoices #333 Harley Bassman: Inflation, Bond Yields, VIX vs. MOVE, Demographics & More
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