MacroVoices #512 David Rosenberg: Will The 2025’s K become 2026’s

Macro Voices Episode 512 features an interview with economist David Rosenberg, who discusses his differing views on secular inflation with host Erik Townsend. The episode covers the U.S. economic outlook, the Fed's potential policy errors, labor markets, equity markets, and precious metals. Rosenberg expresses concerns about the overreliance on the stock market and AI for economic growth, predicting a potential disinflationary surprise in 2026. He also shares his investment strategies, favoring gold, silver, uranium, and defensive equities, while emphasizing risk management and liquidity. The episode concludes with announcements about Rosenberg's upcoming Macro ETF and a book, along with a special offer for Macro Voices listeners. In the postgame segment, Patrick Ceresna and Erik Townsend discuss the trade of the week, focusing on the Japanese yen, and provide insights on the S&P 500, U.S. dollar, crude oil, gold, uranium, and Treasury notes.