MacroVoices #300 David Rosenberg: Last Disinflationist Standing
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show. David describes the reasons the inflation we’ve already seen has occurred, and why he doesn’t think it will last. They also discuss stock prices, bond yields, precious metals, and much more. Breakfast with Dave: https://bit.ly/3ElgkTU Link: https://bit.ly/3ElHOZx
Screwflation is Going to Change Everything. It’s Happening. And a Conversation with David Rosenberg of Rosenberg Research
On The Tape
Guy, Dan and Danny discuss warning signs under the market hood (2:07), oil volatility (8:31), and Thanksgiving day NFL picks (12:14). The co-hosts interview David Rosenberg of Rosenberg Research and discuss the disconnect between the economy and stock market (14:28), investors crowding into mega-cap tech names (20:28), screwflation (33:08), and the rise of the retail trader (29:21). Check out a recent issue of David’s widely-read daily commentary, Breakfast with DaveRegister for our live event on December 8th at 12pm: MKT Call 2022 Outlook----See what adding futures can do for you at cmegroup.com/onthetape. ----Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.We’re on social:Follow Dan Nathan @RiskReversal on TwitterFollow @GuyAdami on TwitterFollow Danny Moses @DMoses34 on TwitterFollow us on Instagram @RiskReversalMediaSubscribe to our YouTube page
Episode 7 of See Things Differently features an interview with the founders of Darkfield who produce critically acclaimed audio experiences David Rosenberg and Glen Neath are creative entrepreneurs and the geniuses behind Darkfield. They create immersive experiences at the forefront of technology and theatre. Over 250,000 people have stepped into the strange worlds unfold behind the doors of shipping containers that they have deposited all around the globe. One the audience step inside they might find themselves on a commercial airliner, at a séance or in a bed that could be in a hospital or maybe an asylum. You are asked to put on a set of headphones and from they you enter an immersive audio adventure which utilises binaural 360-degree sound, complete darkness and a variety of sensory effects, where you are situated at the centre of intense, evolving narratives. During Covid, Darkfield rapidly pivoted being unable to deliver public experiences. They pivoted to create Darkfield Radio which is an app based immersive audio experiences to audiences at home that provided an innovative new form of entertainment directly responding to the new age we are living in. Darkfield Radio immerses audiences in strange and curious worlds, bringing new meaning to the familiar spaces we inhabit. The first season of shows launched in July 2020 to critical acclaim, featuring in major film festivals such as Venice International Film Festival, IDFA and Raindance Film Festival, Tribeca Film Festival, and winning Columbia’s Digital Storytelling Lab’s Breakthrough Award in recognition of the year’s most innovative narrative. Season 2 was recently released. Darkfield Radio was described by The Guardian as "unsettling audio that turns your home into a sci-fi dystopia" Darkfield experiences are built on an App interface called Wiretapper that David is also a Co-Founder of which delivers immersive audio-based shows directly to you via your Android or iPhone. The events take place in public spaces and at home which fits the requirements of the different Darkfield experiences. They are influential serial creative entrepreneurs in the UK and as we find out Darkfield was not their first rodeo. Before the likes of Punchdrunk, Secret Cinema and more latterly organisations such as Meow Wolf and TeamLab mainstreamed immersive experiences, David was a member of a creative collective that founded Shunt Vaults (which Glen was also involved in later on) which was hugely influential in kicking off a movement that is now sweeping the world. In a series of cavernous spaces at London Bridge station that have since been transformed in a multi-million dollar redevelopment they helped pioneer site-specific performance which was what immersive experiences were know as back in those days. The format was extremely entrepreneurial where the team operated one of London’s largest and most edgy hospitality venues that helped underwrite the immersive performances and experiences that were hugely popular with the patrons. In our conversation we explore what lessons can be learned from their experiences at Shunt and how they could be applied to cities as they emerge from the pandemic. We investigate whether collectives could be a model to nurture bold new ideas before we fast forward to the present and delve into the incredible work they are doing with Darkfield. https://www.remixsummits.com/podcasts/--- Send in a voice message: https://anchor.fm/remixsummits/message
Ep 79 Real Conversations: David Rosenberg, Chief Economist & Strategist at Rosenberg Research & Associates
**This interview originally aired via webcast on Hedgeye.com on June 17, 2021**Hedgeye CEO Keith McCullough is hosting a special Real Conversations series with four leading market strategists: Inflation Tsunami: Investing During A Rising Inflationary Tide. In this edition, Keith will be joined by David Rosenberg, Chief Economist & Strategist at Rosenberg Research & Associates.
David Rosenberg: Is US Economic Strength Here to Stay?
Real Vision Daily Briefing: Finance & Investing
The Interview: At a time when the mainstream narrative revolves around the risk of an overheating US economy and consumer price inflation, David Rosenberg, president and chief economist & strategist of Rosenberg Research & Associates Inc., is the ultimate contrarian voice. In this interview with Real Vision’s Ed Harrison, Rosenberg acknowledges the strength of the US economy and is willing to switch tack if the data warrant it later this year. However, he expects, contrary to most, that the economy’s vigor will fade as government stimulus does and that the post-financial crisis precautionary savings rates to go even higher in this cycle, resulting in less growth and less inflation than is priced into US equities. Rosenberg remains bullish on bonds and on Asian equities, particularly in China. Believing that alpha is king now, he thinks we have entered a stock picker’s world where riding an uptrend through passive investing or in ETFs will not work. Filmed on April 27, 2021. If you want to keep up with Rosenberg's research, you can start a free 30-day trial here: https://bit.ly/3pQ4nyB.For our Listeners:Head to https://www.rocketlawyer.com/workconfidently to start your free 7-day trial today. Learn more about your ad choices. Visit megaphone.fm/adchoices
David Rosenberg, Dr. Quinton Hennigh & Eric Coffin return. While most investors believe a rising CPI in America is a serious economic threat, David thinks those worries are very much overblown. He says that what's going on isn't a fundamental shift, but rather a pendulum swinging back to the opposite extreme following the sudden deflationary demand shock caused by the pandemic. Rosenberg argues that the factors that contributed to this surge in prices are already starting to fade. Given that view, how then is David positioning his investments at a time when by almost any metric you name, U.S. stocks are as overvalued as at any time in history. Eric will provide his views on key metals markets, and following the May 26 report of a 123.6-meter drill intercept grading 122.7 grams/tonne silver equivalent by Eloro Resources on its Iska Iska project, Quinton will talk about the potential economic significance of this emerging world class discovery.
MacroVoices #272 David Rosenberg: Inflation Will Be Transitory
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show where he explains why he still sees deflation as the governing force, and why he disagrees with the suddenly all-popular inflation narrative. Free 30-Day Trial to Rosenberg Research: https://bit.ly/3f2n9zI Link: https://bit.ly/3wmukbQ
#142: Leadership Chat: AeroFarms CEO David Rosenberg
Absolute Return Podcast
On today’s podcast, we welcome special guest David Rosenberg, CEO and Co-Founder of AeroFarms, a certified B Corporation and leader in vertical farming. AeroFarms recently announced a business combination with SPAC Spring Valley Acquisition in an $850 million deal. On the podcast, David discusses: -The evolution of the company and why it is structured as a B Corporation -AeroFarms’ competitive advantages over traditional farming -Details on the merger with SPAC Spring Valley Acquisition -Key growth opportunities the company is pursuing -ESG and the case for AeroFarms stock -And more
A leader of one is a leader of many If you can't lead one, you can't lead ANY! That was my fave John Maxwell quote and I am honored we have a leadership expert with us today! Interview on Leadership With David Rosenberg Dave Rosenberg will be my amazing guest on tomorrow's podcast. Dave’s biggest challenge as a Naval Officer didn’t come in the cockpit of his F-14, made famous by the movie Top Gun, but rather as a leader of people. Without the urgency of combat, he found it difficult to get his team to do more than go through the paces. An engineer by education, Dave has trained in martial arts since the age of 13 and holds black belts in two different disciplines. In his 30 years in leadership, he combined the systematic approach of an engineer with the disciplined learned from his martial arts to develop his Locked On Leadership process. Today, Dave share’s these secrets with companies and organizations around the world, guiding them to create Self-Directed, High-Performing Teams that consistently shatter organizational goals. FOR A FREE COACHING SESSION WITH DAVE GO TO - http://briefing.lockedonleadership.com To learn more about Dave go to - https://lockedonleadership.com To meet Dave and Lois join us at https://www.facebook.com/groups/hwwpodcast For Lois' 7 figure coaching masterclass on Tuesday, April 27th, sign up at bit.ly/masterclasswithIke For more free and low fee resources on all things sales/podcasting/email marketing go to http://www.loiskoffi.com/resources