I love sitting down with
, founder and president of Rosenberg Research — he’s brutally honest (in the first part of this conversation we go deep into what he got wrong last year and why), bold enough to make big calls (“I’m not afraid to be out-of-consensus”), and entertaining as hell (see: entire interview).In this conversation, recorded January 7, we got into everything from how the markets are pricing AI transformation, to his out-of-consensus outlook on the bond market, to how he thinks Canada could hit back at Trump’s tariff threats, to why he wants to be bullish but doesn’t expect to be until 2026, and more.
Some snippets to whet your appetite:
“We're in a bog of uncertainty that we probably haven’t seen in 60 years”
“Half the growth in the US economy has come directly and indirectly from Uncle Sam's generosity”
“Warren Buffett is being laughed at… but both of us will be there to pick up the pieces”
“Market timing is like hitting a hole-in-one in golf… Maybe if you're lucky, it'll happen once in your lifetime”
“People don't know what the Emperor looks like disrobed”
“Generative AI is powerful, but it’s not the internet”
Enjoy,
Maggie
Important Disclaimer: It is crucial to remember that this article is for informational purposes only and should not be considered investment advice. Consult with a qualified financial advisor to assess your risk tolerance, investment goals, and overall financial plan.
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