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Erik Townsend and Patrick Ceresna welcome David Rosenberg to MacroVoices. Erik and David discuss:

  • Comparing The AI & The Dot-Com Bubbles
  • Impact of Trump’s Victory on The Stock Market
  • Potential Risks to The AI-Driven Bull Market
  • Concerns About Market Positioning & Sentiment 
  • Inflation Outlook 

 

Download the podcast transcript: [Click Here]

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David Rosenberg has been the firm’s Founder and President since inception in January 2020. Prior to launching Rosenberg Research, David served as Chief Economist & Strategist at Gluskin Sheff + Associates Inc. from 2009 to 2019.