On The Tape Podcast – Stock Market Rally on Shaky Ground with David Rosenberg

On The Tape is brought to you by

On this episode of On The Tape On this episode of “On The Tape,” Guy, Danny, and Dan talk about the rally off the lows (2:00), yields vs. stocks (9:00), commodities (16:30), the BOJ meeting (18:00), bank stocks (21:30), why Dan thinks it’s a good trading environment (24:30), and Danny’s NFL picks (27:30). David Rosenberg of Rosenberg Research joins to discuss the rally within the bear market (32:00), why the bond market is more attractive than the stock market (36:00), what would make him “very bullish” (39:00), the economy (41:00), what happens to the stock market when the Fed stops raising interest rates (44:00), the possibility for a recession (47:30), positioning in the bond market (49:30), cracks in the housing market (55:00), the stock to bond ratio (59:30), and credit (1:01:30).

Please rate and review and share it with your friends as this will help people find it.

And as always we want to hear your feedback. Please hit us with any comments at OnTheTape@riskreversal.com, and follow us at @OnTheTapePod or check us out on threads @riskreversalmedia.

You can give it a listen on the website or at your preferred podcast store (Apple Podcasts, Spotify, Google Podcasts, Amazon Music, and Deezer), and please subscribe to have it delivered to your devices each Friday.

See what adding futures can do for you at cmegroup.com/onthetape

Check out the Ro Body program at ro.co/tape