E50: Uncertainty to Opportunity with David Rosenberg

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The Unlimited Podcast by Ginsler Wealth

Ginsler Wealth

64 episodes

1 week ago

The Unlimited Podcast is a Ginsler Wealth audio production. GW’s CEO, Brian Ginsler, provides his thoughts on investing and the markets, and speaks with a variety of investment managers and other non-investment specialists to discuss themes relevant to successful families. Ginsler Wealth is a new wealth management experience. We exist to serve successful families that embrace independence and the flexibility it provides; families that want unconstrained wealth management solutions; and families that expect a higher, more personal level of service. Think of it as your wealth…Unlimited.

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All content for The Unlimited Podcast by Ginsler Wealth is the property of Ginsler Wealth and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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E50: Uncertainty to Opportunity with David Rosenberg

The Unlimited Podcast by Ginsler Wealth

58 minutes 36 seconds

10 months ago

E50: Uncertainty to Opportunity with David Rosenberg

For the 50th episode of The Unlimited Podcast, we welcome back David Rosenberg, Founder and President of Rosenberg Research. David founded Rosenberg Research in January 2020 after an illustrious, three-decade career on Wall Street and Bay Street as an economist and market strategist.

With the start of 2025 and Trump's recent inauguration, Brian seeks to uncover David's best views and thoughts on the markets, the economy, Trump's proposed tariffs and the like. In other words, what should investors be thinking and doing in 2025? This is a "must-listen" episode for anyone seeking opportunity amid uncertainty!

A video of the entire interview is accessible below.

https://youtu.be/tTgpC_rq27s

Timestamps

0:00 Disclaimer & Intro

03:16 Uncertainty for 2025

11:22 David's thoughts on U.S. valuations

24:55 Expectations for U.S. equities

34:02 Why is Canada a good place to be?

47:43 Should investors focus on convert CAD to USD?

53:40 Rosie's best advice for 2025

57:11 Outro