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Episode 22: Throwing in the towel on bonds? With David Rosenberg
David Rosenberg, Founder of Rosenberg Research, is a well known bond bull, but the upcoming US election and massive fiscal spending have him nervous. Maggie Lake sat down for this extended conversation with David who talks about what he got wrong in the last year, what he is worried about looking ahead to 2025 and why he thinks retirees are way too over-exposed to equities.
Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me
Connect with me on Twitter: https://x.com/maggielake
Connect with me on Substack: https://maggielake.substack.com
*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
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By Mags
5
55 ratings
David Rosenberg, Founder of Rosenberg Research, is a well known bond bull, but the upcoming US election and massive fiscal spending have him nervous. Maggie Lake sat down for this extended conversation with David who talks about what he got wrong in the last year, what he is worried about looking ahead to 2025 and why he thinks retirees are way too over-exposed to equities.
Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me
Connect with me on Twitter: https://x.com/maggielake
Connect with me on Substack: https://maggielake.substack.com
*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
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