PodcastInsight is Capital™ PodcastOctober 23, 2026
David Rosenberg: Bubbles, Bonds, and Boomers
David Rosenberg discusses an AI-driven asset bubble, hyperscaler capex and financing, inflation and Fed expectations, bond yields, and why he favors diversification, hard assets, Canada and Asia.
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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.