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David Rosenberg: Bubbles, Bonds, and Boomers
Is the market standing on the edge of the most consequential bubble of our lifetimes — and is no one paying attention?
In this episode of Insight Is Capital, host Pierre Daillie sits down with David Rosenberg, Founder and President of Rosenberg Research, for a searching and at times unsettling tour through the fault lines beneath today's record-high markets. With forty years in the business and a model portfolio that has delivered nearly 60% returns since 2023 at just 0.4 beta to the S&P 500, Rosenberg challenges the consensus with evidence, not emotion — making the case that investor…
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