Episode 22: Throwing in the towel on bonds? With David Rosenberg
About this episode
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.
Get every episode summarized
Each time Maggie Lake Talking Markets publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Maggie Lake Talking Markets
Episode 36: Is This Rally A Fake Out? With Dale Pinkert
Maggie Lake Talking Markets
Episode 35: Is This A Ceasefire Trap? With Jared Dillian
Maggie Lake Talking Markets
Episode 34: The HALO Trade. With Tony Greer
Maggie Lake Talking Markets
Episode 33: To Short or Not To Short? With Thomas Thornton
Maggie Lake Talking Markets