About this episode

David Rosenberg discusses his disinflation call and the potential for a consumer recession amidst economic challenges.

Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing™, custody and clearing. LEARN MORE: https://apexfintechsolutions.com/?utm_source=Risk+Reversal&utm_medium=Podcast&utm_campaign=701PJ00000fnXhaYAE Rosenberg Research Free Trial:⁠⁠ Rosenberg Research Free Trial⁠ SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan is joined by David Rosenberg, president and founder of Rosenberg Research, for a wide-ranging conversation recorded on the final day of Q2. Rosie lays out his out-of-consensus disinflation call, arguing that with productivity now accounting for roughly 90% of US economic growth, the market and the Fed are wrong to be bracing for higher inflation and that a string of surprisingly benign CPI prints could be coming. From there, the two dig into the cracks beneath a record-setting market: a personal savings…

People in this episode

Host: Dan Nathan

Guest: David Rosenberg

Topics covered

• disinflation
• consumer recession
• AI trade
• economic growth
• inflation expectations

Keywords

• disinflation
• consumer recession
• inflation
• economic growth
• AI trade
• CPI
• credit cards

Sponsors

Apex Fintech Solutions

Mentioned in this episode

Organizations: Apex Fintech Solutions, Rosenberg Research, Apex Clearing

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