Episode 74: Big Fed Surprise Coming? With David Rosenberg

About this episode

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 bond market is telling us, and more. He'll also discuss his new book, The Bear in the Bullring (Love that title!). A big congrats to David on the launch of an ETF that tracks his research, appropriately named ROSY, which launched earlier this month in Toronto on the TSX. We'll post info on the Rosie Model Portfolio on our Substack so make sure to also follow us there as well. 📗Rosie's new book,…