Wealthion - Be Financially Resilient

David Rosenberg: Recession Is Already Here & the Fed Is Blind to It | Part I of II


Listen Later

David Rosenberg says the U.S. recession isn’t coming, it’s already here. In this urgent interview with Trey Reik (Part I of II), Rosenberg explains how trillions in post-COVID stimulus masked economic pain, why that fiscal support is now gone, and how Wall Street is misreading the signals.


He breaks down the Fed’s biggest policy errors, including Jay Powell’s obsession with legacy over leadership. Rosenberg warns that the Fed is ignoring its own Beige Book and that both soft and hard data now point clearly to contraction. From consumer stress and housing unaffordability to labor market weakness and collapsing business investment, the red flags are multiplying.


Key topics discussed:

  • Why Rosenberg thinks the recession has already started
  • The Fed’s credibility crisis and Powell’s “legacy problem”
  • How government stimulus distorted the economy
  • Rising uncertainty from trade and tariffs
  • Housing and labor market red flags
  • The only sector still showing strength: AI and data centers
  • Why Treasuries are his top conviction trade

  • This is Part I of a 2-part interview. Part II will be released next Monday. Subscribe and turn on notifications so you don’t miss it!


    Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/45aIwsZ


    Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH


    Chapters:

    1:02 - The Last Time Rosenberg Was Bullish, and What Changed

    5:55 - 2022-2023: The Recession That Never Came. What Went Wrong?

    19:47 - Soft Data Says GDP Is Shrinking

    26:07 - Are the Job Numbers Real… or a Mirage?

    33:03 - Powell’s Fed: Legacy or Liability?

    38:26 - Was 2021’s QE the Biggest Policy Mistake Ever?


    Connect with us online:

    Website: https://www.wealthion.com

    X: https://www.x.com/wealthion

    Instagram: https://www.instagram.com/wealthionofficial/

    LinkedIn: https://www.linkedin.com/company/wealthion/


    #Wealthion #Wealth #Finance #Investing #Economy #Recession #FederalReserve #InterestRates #DavidRosenberg #Markets #Stocks #Bonds #Treasuries #Macro

    ________________________________________________________________________

    IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.


    While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.


    We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.


    The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ...more
    View all episodesView all episodes
    Download on the App Store

    Wealthion - Be Financially ResilientBy Wealthion

    • 4.4
    • 4.4
    • 4.4
    • 4.4
    • 4.4

    4.4

    346 ratings


    More shows like Wealthion - Be Financially Resilient

    View all
    The Peter Schiff Show Podcast by Peter Schiff

    The Peter Schiff Show Podcast

    5,675 Listeners

    Sprott Money News by Sprott Money

    Sprott Money News

    144 Listeners

    Macro Voices by Hedge Fund Manager Erik Townsend

    Macro Voices

    3,063 Listeners

    Palisades Gold Radio by Collin Kettell

    Palisades Gold Radio

    252 Listeners

    The Market Huddle by Patrick Ceresna & Kevin Muir

    The Market Huddle

    363 Listeners

    Rebel Capitalist News by George Gammon

    Rebel Capitalist News

    1,033 Listeners

    Eurodollar University by Jeff Snider

    Eurodollar University

    460 Listeners

    The Grant Williams Podcast by Grant Williams

    The Grant Williams Podcast

    1,352 Listeners

    Supply Shock by Blockworks

    Supply Shock

    115 Listeners

    The Jay Martin Show by Jay Martin

    The Jay Martin Show

    73 Listeners

    Forward Guidance by Blockworks

    Forward Guidance

    277 Listeners

    The Julia La Roche Show by Julia La Roche

    The Julia La Roche Show

    55 Listeners

    Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

    Thoughtful Money with Adam Taggart

    381 Listeners

    The David Lin Report by The David Lin Report

    The David Lin Report

    34 Listeners

    Monetary Matters with Jack Farley by Jack Farley

    Monetary Matters with Jack Farley

    91 Listeners