“Not a Bull Market, a Bifurcated Market”

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Rosenberg Round-Up

Rosenberg Research

36 episodes

5 days ago

Providing investors with key macro and market developments, insightful data analysis, and actionable ideas that are top of mind for the Rosenberg Research team in the the week ahead.

Investing

Business

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All content for Rosenberg Round-Up is the property of Rosenberg Research and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Providing investors with key macro and market developments, insightful data analysis, and actionable ideas that are top of mind for the Rosenberg Research team in the the week ahead.

Investing

Business

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“Not a Bull Market, a Bifurcated Market” | David Rosenberg

Rosenberg Round-Up

35 minutes 40 seconds

1 year ago

“Not a Bull Market, a Bifurcated Market” | David Rosenberg

In our latest special interview episode, we welcome back our Founder and President, David Rosenberg, to get his views on a perplexing stock market, what we can learn from the past, and how to think about the U.S. election – among much else.

Is this even a bull market? (0:30)
David's Philosophy on Investing in this market (2:57)
What is the discount rate telling us right now? ( 5:24)
How the average U.S. household invests? (9:00)
Dave's thoughts on index funds (16:10)
Investing around elections ( 21: 54 )
Final thoughts on the equity market ( 28:42 )

For a 30-day free trial of our research, click here: https://web.rosenbergresearch.com/RosenbergRoundupTrial