
RiskReversal Pod The Same People Are Saying The Same Thing With David Rosenberg
7 snips
May 12, 2023 Chapters
Transcript
Episode notes
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Introduction
00:00 • 2min
The Pacific West Bank Bite the Dust
01:42 • 2min
The Hard Landing of the Fed
03:21 • 2min
The Market's Holding in Here in the Wake of a Host of Bad News and Potential Headwinds
05:06 • 2min
The Irony of Short Selling on Banks
07:01 • 3min
The Cost of Capital Will Stay Sticky at These Levels
09:59 • 1min
The Rise of Tech Stocks in the NASDAQ
11:28 • 2min
The Pyramid of AI Stocks
13:54 • 2min
The Biggest Asset Bubble in the World
15:32 • 2min
The Dispersion of the Market
17:08 • 2min
Warren Buffett's Disappointment With the Debt Ceiling
18:39 • 3min
The Fed Cutting: The Biggest Misperception or Misunderstanding
21:09 • 2min
The Fed's Spread Over the Last 25 Years
22:54 • 2min
Carl Icahn and the Hindenburg Research Report
24:34 • 2min
Icahn Enterprises' Stock Was Sideways Effectively Since 2016
26:49 • 2min
Uber's Earnings Report and the Stock Market's Reaction to It
28:53 • 2min
The Cost of Owning a Stock
31:04 • 2min
How to Spell My Last Name?
32:39 • 2min
The Death Rattle Phase of AI
34:20 • 2min
The Role of AI in High Frequency Trading
35:58 • 2min
Why DTC Is Packaging Data and Selling It to HFT Firms
37:47 • 2min
Danny Moses's Kentucky Derby Picks Have Just Ended
39:43 • 2min
Eye Connections: The World's Largest Capital Introduction Platform in the Alternative Investment Industry
41:56 • 2min
The Drought of Epic Proportions in Montreal
43:42 • 2min
The Lag Effect of Fed Rate Hikes
45:15 • 2min
The Fed-Tiding Cycle and the Stock Market
47:17 • 2min
The Complacency of the Stock Market
49:07 • 5min
The Negative Effects of Job Losses on the Market
54:10 • 6min
The Permabair to the Permable
59:46 • 2min
The Fed Will Lower Interest Rates Sooner Than Some People Think They Might Do
01:01:20 • 2min
The Fed-Titing Cycle and the Financial Calamity
01:03:05 • 4min
The Fed and the Recession Debate
01:06:48 • 3min
The Importance of Regional Banks in the Economy
01:10:06 • 4min
The Fed's Model for Growth
01:14:28 • 2min
The Snowball Chance in Hell
01:16:51 • 5min
The Importance of Hearing the Truth
01:21:47 • 2min
The Importance of Investing in the Future
01:24:15 • 2min
David Rosenberg on the Bull Market
01:26:01 • 3min
