David Rosenberg, economist and president of Rosenberg Research & Associates, offers macro and market strategy views. He warns gold and silver are secularly bullish but currently overbought. He compares setups to 1987 and flags sharp pullback risk. He discusses bond and duration risks, the negative equity risk premium in US stocks, and assets he favors for 2026.
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volunteer_activism ADVICE
Take Profits And Keep Liquidity
If you are long gold or silver, take profits or hedge positions now to protect gains from a near-term pullback.
Keep liquidity ready to re-enter after a meaningful correction rather than chasing vertical moves.
question_answer ANECDOTE
1987 Crash Analogy
Rosenberg recalls the October 19, 1987 crash as a cautionary parallel to current silver price action.
He warns that charts into late 1987 resemble today's silver and can cut long traders badly.
insights INSIGHT
Central Banks Drive Gold's Secular Bull
Central banks flipped from net sellers to net buyers of gold starting around 2010–2011, driving a new secular bull market.
Start earning interest in gold: https://Monetary-Metals.com/LinDavid Rosenberg, President of Rosenberg Research & Associates, argues that gold and silver are in a secular bull market driven by central bank buying but are dangerously overbought in the near term, while US equities are in bubble territory with a negative equity risk premium.Watch David Rosenberg's last interview with David Lin: https://youtu.be/8u-Aw4psMyE*This video was recorded on January 26, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW DAVID ROSENBERG:Grab a Free Trail at Rosenberg Research: https://hub.rosenbergresearch.com/free-trialRosenberg Research: https://www.rosenbergresearch.com/Twitter (@EconguyRosie): https://x.com/EconguyRosieemail: information@rosenbergresearch.com FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.0:21 - Sentiment of gold and silver, top or not?3:33 - What makes this cycle different?11:25 - Bond market turmoil15:16 - US stock bubble and debt problems20:22 - Assets David Rosenberg likes in 2026#stocks #economy #investing
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