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On The Tape

David Rosenberg on Market Uncertainty, Trade Wars and Stagflation Risks

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6757 Ratings

🗓️ 21 March 2025

⏱️ 46 minutes

🧾️ Download transcript

Summary

Guy Adami and Dan Nathan are joined by David Rosenberg, founder of Rosenberg Research, to discuss notable economic developments and their implications. The episode covers the Federal Reserve's recent stance on monetary policy, adjustments in GDP and inflation forecasts, and the potential onset of stagflation. Rosenberg elaborates on the impact of tariffs, fiscal policies, and the prolonged economic uncertainty on consumer behavior and corporate CapEx. He also highlights historical parallels and the prospects of a recession, while offering his perspective on inflation trends and the equity market's current outlook. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Transcript

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0:00.0

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1:06.1

Welcome to the Risk Reversal podcast, Guy.

1:08.8

I'm always joined by Dan Nathan on December 13th of last year.

1:14.4

This gentleman joined us probably for the third of the fourth time.

1:18.3

That, of course, David Rosenberg, founder of Rosenberg Research.

1:22.8

Rosie, how are you?

1:23.7

Well, let's just say that I'm doing better than this freezing Canadian winter that doesn't

1:30.6

seem to want to go away. But I set the bar low. The winters don't end. And as you just said to me,

1:36.5

prior to this show, your Montreal Canadians are the hottest team in the NHL and they look like

1:41.8

they're going to get a playoff berth for the first time in a while.

1:44.6

We'll discuss that later, but obviously an interesting week. And let's start with the Federal

...

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