In part two of Open Position with Steven Feldman, Steven and the  Founder of Rosenberg Research, David Rosenberg delve into AI and extreme market imbalances. Steven worries that unlike past technological revolutions, AI is uniquely threatening because it directly replaces human cognitive labor, while David calls it "the most disruptive innovation" in history. They also discuss the economic metrics that show stock prices are irrationally priced compared to bonds. Steven suggests real assets are the only true safe haven right now and David lays out his portfolio balance while recommending  his contrarian, hard-asset heavy "Bond, Bullion, and Barbell" strategy to protect against an eventual economic and political reckoning.

💡Sign up for David’s newsletter or any of his valuable services by going to rosenbergresearch.com

Chapters:

1:27 The Data that Shows AI will be “The Most Disruptive Innovation in History” and the Potential Negative Economic Fallout from it

7:24 The Data Behind David’s Push Back Common Inflation Views and How to Invest for it

10:45 David’s 3 Philosophies

11:45 The Data David Says Supports Bonds Over Equities

14:35 Steven’s Counter Argument and  Why Real Assets are the Only True Safe Haven

19:35 David’s Gold View and the Data Behind A $6k Valuation

25:41 David’s Portfolio Mix

28:30 Steven’s Gold View and Data Supporting Upside

30:25 What’s Keeping David Up at Night

35:45 "There’s Going to be a Reckoning"

38:14 What is David Solving for?

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