Episode 74: Big Fed Surprise Coming? With David Rosenberg

<p>With the bond market dominating the headlines, it&#39;s the perfect time to welcome David Rosenberg, founder of Rosenberg Research, back to Talking Markets. Rosie joins Maggie Lake to discuss why he thinks a &quot;big surprise&quot; is coming the Fed&#39;s way, why AI is not bigger than the business cycle, what the bond market is telling us, and more. He&#39;ll also discuss his new book, The Bear in the Bullring (Love that title!). A big congrats to David on the launch of an ETF that tracks his research, appropriately named ROSY, which launched earlier this month in Toronto on the TSX. We&#39;ll post info on the Rosie Model Portfolio on our Substack so make sure to also follow us there as well. 📗Rosie&#39;s new book, The Bear in the Bullring, is available to pre-order now, ahead of an October 12 release. Get your copy here: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUZZTVljR2o0MXZzZ2RQdXV3WjJmcjlrWWFNM3xBTl9pYzRkUWlsQ1BSSmxpNGt3VVBkMjJTUG5XamMxMFI1MFlHMzFZajdmcWdTRXdTWTEyd2dIQno3cVhTcWJkb1B3NVZ2QWJocFQyLVMzTVhqWk9vUmp3M3NnN1RaMkZ0eXZv&q=https%3A%2F%2Fwww.amazon.ca%2FBear-Bullring-Independent-Thinking-Protects%2Fdp%2F1997701774&v=rNqtnTz4e5Q" target="_blank" rel="nofollow">https://www.amazon.ca/Bear-Bullring-I...</a>Join us on Substack: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUZZTVljRUNHb3hTWTV5bVljR0Jncjl6aklGWXxBTl9pYzRkeXZuM1VrSVA5WnlxVERfNllFZ2JObGxxXzJaQlRoN1RCY2V6XzRNdmQ5bFVJSTNGOThkUXFmNG40cnNDNDJldU5nMWxlZ19MZTJGb0U2XzVXVl9nVDdWVjVKcHpR&q=https%3A%2F%2Fthemarkethouse.substack.com%2F&v=rNqtnTz4e5Q" target="_blank" rel="nofollow">https://themarkethouse.substack.com</a>Connect with us on Twitter: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUZZTVljRXVTMF9sa1RrNUVPSmJwRU5ObkVpZnxBTl9pYzRjc3B2U1RWX1B0VkZEaFZxZnM1N1dEUkgwdm1Ga3V1R3oxcHRZN2ozcTZjQVhYWk9KRE1FaUFVNnlPNkZPdmpHak81eGhhdHpDcVBkeW4wbERDV1RIazQ4cEtZanRI&q=https%3A%2F%2Fx.com%2Fthe_markethouse&v=rNqtnTz4e5Q" target="_blank" rel="nofollow">https://x.com/the_markethouse</a> *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.</p>