# David Rosenberg

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David Rosenberg: "The Fed Just Made a Policy Mistake"

TRY NOW: Rosenberg Research Free Trial Dan Nathan and Guy Adami welcome David Rosenberg of Rosenberg Research to discuss his new global macro multi-asset ETF, ROSY, built from his conviction-based model portfolio and launched with Corton Capital, with plans to list in the U.S. in Q1, and preview h…

David Rosenberg on Why He Wants the Bonds Everyone Hates — and Where He's Hiding in Stocks

David Rosenberg returns to Excess Returns to explain his bullish case for Treasury bonds, why he expects inflation and economic growth to slow, and the risks he sees in an AI-driven stock market. The Rosenberg Research founder joins Matt Zeigler to discuss consumer spending, Federal Reserve policy,…

The "Permabear" Holds 50% Stocks. 7 Sectors Barely Grew. What If Stocks Stop Carrying the Economy?

Are strong earnings and resilient consumer spending hiding a weaker economy underneath? In this Excess Returns Weekly Wrap, Jack Forehand and Matt Zeigler explore why that disconnect matters for stocks, bonds, and the risks investors take in their portfolios. Featuring highlights from David Rosenbe…

Episode 74: Big Fed Surprise Coming? With David Rosenberg

With the bond market dominating the headlines, it's the perfect time to welcome David Rosenberg, founder of Rosenberg Research, back to Talking Markets. Rosie joins Maggie Lake to discuss why he thinks a "big surprise" is coming the Fed's way, why AI is not bigger than the business cycle, what the …

MacroVoices #552 David Rosenberg: Navigating The Noise

MacroVoices Erik Townsend & Patrick Ceresna welcome David Rosenberg. They discuss David Rosenberg’s view that energy shocks are unlikely to drive sustained inflation without wage growth, along with the Fed regime shift and higher real yields, potential midterm gridlock and Treasury issuance as bond…

'You pulled the bed away from the wall, and the bugs pulled it back.'

On the fourth of October 1936, a quarter of a million people took to the streets of East London to oppose an attempt by the British Fascist leader, Oswald Mosley, to march 5000 of his blackshirts through the predominantly Jewish Borough of Stepney. The planned fascist march, with its show of parami…

Fighting Fascism, The Rise of Far Right, and the Battle of Cable Street

The rise of the far right, and of fascism is all around us, all over the world. It is vitally important now more than ever to learn from history, from the rise of the far right in the 1930’s, what attracted people to fascism, and how people organised to fight back. 90 years ago, in East London, fa…

H.E. Mariam Almheiri and David Rosenberg

In this seventh episode of Voices of Sustainability, H.E. Mariam Almheiri, David Rosenberg, and Mustafa Alrawi examine how food technology and innovation can support the ongoing transformation of food systems with a view to building climate resiliency and alleviating hunger on a global scale. Voic…

David Rosenberg on Trump, Carney & the Economic Storm Facing Canada

James Connor sits down with economist and market strategist David Rosenberg, founder and president of Rosenberg Research, for an in-depth discussion about the Canadian and U.S. economies, the escalating trade tensions between the two countries, and the economic policies of President Donald Trump an…

CPI and the AI Trade

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, October 14th, 2026 Featuring: 1) Eric Winograd, Chief Economist at AllianceBernstein, David Rosenberg, founde…