RECENT PROGRAMS
A RARE IN-DEPTH INTERVIEW WITH GREAT INVESTOR BILL MILLER ON WHAT THE PANDEMIC HAS CHANGED
We are marking the start of this season with the introduction of a new series. What we are calling the “Pandemic Pivot” – the rapid economic, market, and geopolitical shifts we are experiencing during the global health crisis. Through lockdowns and re-openings, the changes have been dramatic and swift. The huge, largely government-induced shutdown of global commerce ended the record-breaking economic recovery and the bull market in the U.S. The massive monetary and fiscal stimulus in response led to the shortest bear market in history and what could turn out to be the briefest recession ever – the jury is still out on this.
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ROSENBERG UPDATE
Widely followed market economist David Rosenberg has been warning about the recovery and bull market’s vulnerabilities long before COVID-19 struck. The pandemic has only increased his concerns. His recent two-part interview with WEALTHTRACK generated so much interest that we he is also sharing his most recent comprehensive “Breakfast with Dave” newsletter to bring us up-to-date on his latest observations.
Download the newsletter [.pdf]
THIS IS A BEAR-MARKET RALLY, LIFE HAS CHANGED & “HOMEBODY” INVESTMENTS WILL FLOURISH SAYS ROSENBERG.
One of the striking financial characteristics of this pandemic stricken world has been the extreme divergence between the sickening economic reality on the ground and the out of this world exuberance in the stock market, which started long before now when businesses are slowly and sporadically being allowed to reopen.
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INFLUENTIAL ECONOMIST DAVID ROSENBERG WARNS LIFE IS GOING TO CHANGE PERMANENTLY AFTER COVID-19
In the first of a two-part interview, Influential economist David Rosenberg explains why “nothing is normal” after the COVID-19 pandemic. This is a picture that Rosenberg has been painting ever since the pandemic hit. And well before that he was deeply concerned about the economy’s weakness and the stock market’s vulnerability.
Dave Rosenberg is President, Chief Economist and Strategist at his independent economic consulting firm Rosenberg Research & Associates which he launched early this year with the stated priority of “…providing investors with analysis and insights to help them make well-informed investment decisions.”
He is known for his tell-it-like-it-is commentary, independence of thought, and high conviction calls which are frequently far out of the consensus. He will not disappoint in this interview as we discuss why “nothing is normal.”
THE FINANCIAL IMPACT OF PAST PANDEMICS HAS IMPORTANT LESSONS FOR TODAY SAYS HISTORIAN RICHARD SYLLA
The impact of past pandemics on the U.S. economy and markets has important lessons for today says financial historian Richard Sylla, as does the record growth in both monetary and fiscal stimulus.
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