No One Sees This Recession coming | David Rosenberg
About this episode
David Rosenberg (Founder & President, Rosenberg Research) joins the AllInCrypto Podcast to break down why no asset class is priced for recession, the reality behind a K-shaped economy and market, and why concentration risk + valuations could matter more than most investors realize.
We dig into GDP vs Gross Output (GO), the wealth effect, how tariffs and supply-side inflation are squeezing the middle class, and why gold is benefiting from a shifting global reserve mix. We also explore Bitcoin vs gold, the challenge of valuing crypto, and whether Bitcoin is truly “digital gold” or still a risk-on trade.
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