logo
episode-header-image
Jul 2024
21m 14s

The Mag 7 Run Out of Ammo

Rosenberg Research
About this episode

The bull run has come to a grinding halt as large-cap tech retreats from overstretched valuations. But the concerning macro narrative driving the rest of the market deserves more attention.

Visit our sponsor Kalshi today and get $20 in credit to start tradinghttps://kalshi.onelink.me/1r91/rosenberg

For a 30-day free trial of our research, click here: ⁠⁠⁠⁠⁠https://web.rosenbergresearch.com/RosenbergRoundupTrial⁠

Send us your questions and requests at: information@rosenbergresearch.com


In This Episode

The Week in Review (0:00:52) — The bull run grinds to a halt as the global macro outlook weakens

The Week Ahead (0:12:30) — Fed and U.S. Nonfarm Payrolls take center stage 

The Spotlight (0:16:02) — We introduce our new and improved Beige Book Sentiment Index

Up next
Aug 2024
Au Revoir
1m 7s
Aug 2024
Brother, Can You Spare a Job?
On this week’s episode of the Rosenberg Round-Up, we discuss what’s behind the recent rebound in equities and the changing cross-asset picture, as well as what the 28% downward revision in employment growth is telling us. We also shed light on what lingering risks in the Commerci ... Show More
13m 12s
Aug 2024
Powell to Set the Rate-Cutting Table at Jackson Hole
The September FOMC meeting is about how much to cut rates | A look at the Harris vs. Trump polls and what it means for markets | The case for gold is stronger than ever Visit our sponsor Kalshi today and get $20 in credit to start trading: https://kalshi.onelink.me/1r91/rosenberg ... Show More
17m 28s
Recommended Episodes
Apr 2024
Equities buoyed by strong corporate and economic data
While the earnings season remains in focus, yesterday’s release of PMI data from around the globe helped to assess the economic environment. Equity markets across the board posted positive gains as investors bought into the dip in tech stocks and a strong batch of corporate earni ... Show More
11m 58s
Apr 23
Kenneth Rogoff: Tariff Impacts, The Dollar's Future and Global Economic Shifts
What challenges lie ahead for the global economy in an era of rising tariffs and geopolitical tension? In this episode, Nicolai Tangen speaks with Kenneth Rogoff, renowned economist and co-author of the seminal book "This Time Is Different," about the shifting economic landscape. ... Show More
1h 9m
Oct 2022
Is Credit Suisse the Next Lehman Brothers?
This episode is sponsored by Nexo.io, Circle and FTX US.   After a wild weekend of speculation and discussion, NLW breaks down what’s actually happening with beleaguered Credit Suisse, as well as why the FinTwit doom machine seems so focused on it.  - Nexo Pro allows you to trade ... Show More
16m 12s
May 16
BCG’s Philipp Carlsson-Szlezak on Global Macro: Recession Risk, Tariffs, Debt Dynamics | #582
Today’s guest is Philipp Carlsson-Szlezak, Global Chief Economist at BCG and author Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk. In today’s episode, Philipp starts by sharing his framework to assess macroeconomic risk, emphasizing the importance of ada ... Show More
46m 35s
Nov 2023
Feels Like a Markets’ Summer Breeze with Helima Croft and Art delaCruz
On this episode of On The Tape, Guy, Dan, and Danny chat about their key takeaways from earnings season (2:00), the post-Fed rally (9:40), when the Fed could start cutting interest rates (11:45), housing (16:45), the IPO market (18:30), the government shutdown looming again (21:3 ... Show More
1h 33m
Jul 2024
US Economy Grew Faster Than Expected Last Quarter on Firm Demand
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News International Economics & Policy Correspondent Mike McKee and Bloomberg News Rates Reporter Michael Mackenzie discuss US economic growth accelerating by more than forecast in the second quarter, ... Show More
40m 7s
Nov 2024
💰 “Warren’s Biggest Trade” — Buffett’s cash crush. Tropicana’s carafe controversy. Bluesky’s alt-Twitter.
Warren Buffett’s biggest trade of the year? Cash… The world’s top investor ain’t into stocks right now.Tropicana sales fell 20% because it changed its bottle… again.The #1-downloaded social media app right now is Bluesky… by copying the OG Twitter.Plus, would you buy canned Lake ... Show More
22m 57s
Sep 2024
Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI
Mitchell Scott, Founder and Portfolio Manager at Choice Equities Capital Management, joined the podcast for the second time to provide an update on his Crocs, Inc. (NASDAQ: CROX) thesis and Mitchell's thoughts on Magnite $MGNI. For more information about Choice Equities Capit ... Show More
1 h
Aug 2024
78: How to Prepare for a Recession
⭐️ ⁠Click here to join the Rich Habits Network!⁠ There are already 185 loyal listeners who have joined, and we can't wait to have you join us too! :) --- In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz share their three best tips for pr ... Show More
34m 52s
Aug 2024
Jerome Powell ignites risk assets – next up: Nvidia results
Risk assets ended the week on a strong note after Jerome Powell made it almost certain that interest rates will be cut next month. This led to a further fall in the USD and gold closing above USD 2500 an ounce for the second week in a row. Oil prices rose on rising tensions in th ... Show More
11m 27s