On today’s episode of “On the Margin,” David Rosenberg joins the show to discuss the mounting risk of recession building in the economy.
As investors battle with the highest inflation in 40 years, David sees a surprise shock on the horizon markets are yet to wake up to. As PMIs contract in China, M2 growth turns negative & consumers begin to reign in spending, David forecasts a substantial economic slowdown & sees a risk of recession being the threat.
Is a deflationary sucker punch on the horizon? To find out, you'll have to tune in!
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David Rosenberg is the founder and President of the research firm Rosenberg Research.
You can sign up for a free, one-month trial on their website: rosenbergresearch.com.
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Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks
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Timestamps:
00:00・Introduction
00:53・Inflation
14:43・Leading Indicators For Inflation
23:40・Fireblocks Ad
24:57・Declining Productivity
35:11・The Great Narrative Unwind
45:48・The Powell Put: Comparisons To Paul Volcker
50:24・The Powell Pivot
Listen to this episode on Apple or Spotify.
Apple: https://tinyurl.com/mry8y4k3
Spotify: https://tinyurl.com/3vnnkrkw
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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