I remember David Rosenbergs steadfast deflation predictor to the recent huge inflation. I agree with Jim Bianco on last performance. Also no mention of currency debasement causing the inflation we just had (and are still having) 🤔
16:45 Genuine question, why is it called price gouging? Wouldn’t that just be called price discovery. If suddenly there is more demand because consumers have more money in their pocket. Wouldn’t that just be the new price equilibrium? I think calling these things price gouging is disingenuous and misleads your avg American into blaming businesses rather than the broader fiscal/monetary policy.
Ah yes inflation caused by businesses price gauging….. hey David, if inflation hasn’t bottomed out why then with the rapid raise of interest rates for the past 2 years can the Fed not get CPI down to 2 percent?
The stock market is now a trailing indicator and not a leading indicator. The stock market is now primarily driven by passive investment. This amplifies the upswings and some postulate may amplify the downswing. The downswing postulate is yet to be fully tested. The passive investment could continue to be fed into the stock market through a recession and a falling stock market.
It seems that people are unconscious about future power needs - as if they are irrelevant. Erik always asks the "just right" questions. Energy mostly goes into gas tanks. Now I get it.
Bianco vs Rosie...time will tell. Another great interview Eric 👍
It is refreshing to listen to intelligent analysis, and thank you for avoiding the click bait approach to podcasting!
I'll take Rosenberg any day of the week.
So he doesn’t think anymore inflation is transitory? That’s what he was preaching us here two years ago.
Yea he’s been wrong for decades now
I remember David Rosenbergs steadfast deflation predictor to the recent huge inflation. I agree with Jim Bianco on last performance. Also no mention of currency debasement causing the inflation we just had (and are still having) 🤔
16:45 Genuine question, why is it called price gouging? Wouldn’t that just be called price discovery. If suddenly there is more demand because consumers have more money in their pocket. Wouldn’t that just be the new price equilibrium?
I think calling these things price gouging is disingenuous and misleads your avg American into blaming businesses rather than the broader fiscal/monetary policy.
I love Patrick's BOLD prediction of NVDA's top signaling the TOP of the S&P. Wow, Bets anyone? This will be fascinating for us Market Junkies.
Ah yes inflation caused by businesses price gauging….. hey David, if inflation hasn’t bottomed out why then with the rapid raise of interest rates for the past 2 years can the Fed not get CPI down to 2 percent?
The stock market is now a trailing indicator and not a leading indicator.
The stock market is now primarily driven by passive investment. This amplifies the upswings and some postulate may amplify the downswing. The downswing postulate is yet to be fully tested. The passive investment could continue to be fed into the stock market through a recession and a falling stock market.
This guy was triggered regarding wars are inflationary 😂
Thanks
My girlfriend has a crush on Rosie.
I recall this guy agreeing with the FED that inflation is transitory?
They forget that we remember.
It seems that people are unconscious about future power needs - as if they are irrelevant. Erik always asks the "just right" questions. Energy mostly goes into gas tanks. Now I get it.
Perma bears in shock and awe 😂😂😂
Pure deflationista
Private equity chyster. How do they continue to praise him?
David has been wrong for last 5 years. Boring already to listen to his doomsday predictions.
5 years? More like 40 years
David “Wrong for FOUR straight years” Rosenberg 🤡🥱🤣
My dog is better than Erik in geopolitics :)
Please invite optimists sometimes...