Part 2 of 2

Going against the consensus again, influential economist David Rosenberg explains why inflation will be lower and the Fed will have to cut interest rates more than expected in the year ahead.

WEALTHTRACK Episode #2132 broadcast February 7, 2025.

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David Rosenberg

Founder & President
Rosenberg Research & Associates

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ACTION POINT

MAKE SURE YOU ARE DIVERSIFIED

Concentration in market:

• Stocks: 76% of household financial assets 
• Bonds: 3% of household financial assets
• 10 stocks = nearly 40% of S&P 500’s market value

Source: Rosenberg Research

Rebalance holdings:

• Non-stock investments including cash, bonds and gold
• Undervalued stock holdings such as small company and international stocks

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ONE INVESTMENT

ROSENBERG: BLUE CHIP CANADIAN INCOME

Buy an ETF representing the S&P/TSX Canadian Dividend Aristocrats Index

• Blue chip Canadian stocks
• History of raising dividends
• Good dividend yield
• Canadian stocks undervalued relative to U.S. stocks
• Canadian dollar cheap vs U.S. dollar

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FROM THE WEALTHTRACK ARCHIVES

David Rosenberg’s previous appearances on WEALTHTRACK