logo
episode-header-image
Oct 17
25m 18s

David Rosenberg: What the Bond Market Is...

Jimmy Connor and Bloor Street Capital
About this episode
tail spinning
Up next
Oct 31
Scaramucci: Carney Deserves an A+
Anthony Scaramucci shares his views on how Mark Carney is handling Donald Trump and if Carney's approach is correct.Listen on Spotify: https://open.spotify.com/show/33A8EgA...Listen on Apple: https://creators.spotify.com/pod/prof...Follow Jimmy:LinkedIn: / jimmyconnorofficial X ( ... Show More
2m 42s
Oct 25
David Rosenberg: Carney Must Cut Taxes to Drive Canadian Economy
In this interview, James Connor and David Rosenberg have an in-depth discussion on the U.S. and Canadian economies.David's Book Bear in the Bullring is on Amazon Check out Rosenberg Research https://www.rosenbergresearch.com/Thank you to Jeff Robinson at Lumi Global Toronto for p ... Show More
16m 21s
Oct 10
David Rosenberg on Trump, Carney & the Economic Storm Facing Canada
James Connor sits down with economist and market strategist David Rosenberg, founder and president of Rosenberg Research, for an in-depth discussion about the Canadian and U.S. economies, the escalating trade tensions between the two countries, and the economic policies of Presid ... Show More
1h 2m
Recommended Episodes
Sep 2024
MacroVoices #444 Mike Alkin: Uranium Fundamentals Couldn’t Be Better
<p class="p1">MacroVoices Erik Townsend &amp; Patrick Ceresna welcome back, Mike Alkin. They'll cover all aspects of the uranium market, from its structure and the absence of a liquid futures contract, to how utility buyers are compensated and why they tend to remain complacent d ... Show More
1h 21m
Dec 2023
The Lowdown on Uranium Demand
<p>Justin Huhn, founder of <em>Uranium Insider </em>joins host Ed Coyne for a deep analysis of the uranium fuel supply chain and the challenges to satisfy expanding demand.</p><p>This podcast is provided for information purposes only from sources believed to be reliable. However, ... Show More
31 m
Jan 2023
Mike Wirth
Mike Wirth, Chevron chairman and CEO, talks about plans to tax big oil, energy prices, the war in Ukraine, and shifting to renewable energy. He's on "The David Rubenstein Show: Peer-to-Peer Conversations." This was recorded Dec. 2 in New York.See omnystudio.com/listener for priva ... Show More
24 m
Sep 2022
Episode 186: "We Live in the Fuel Cycle." – Mike Alkin
Justin pays homage to Mike Alkin and discusses the importance of understanding the uranium fuel cycle. https://www.macrovoices.com/ To receive a sample Newsletter, please visit: https://bit.ly/3mUPRWV 
16m 29s
Feb 2025
MacroVoices #466 Guy Keller: The Nuclear Story Has Never Been Better
<p class="p1">MacroVoices Erik Townsend &amp; Patrick Ceresna welcome, Guy Keller. They’ll explore all things nuclear—from why spot uranium and uranium miners haven’t kept pace with rising enriched uranium prices to uncovering the best investment opportunities in the sector. <a h ... Show More
1h 3m
Oct 2024
Thoughts on Lower Middle Market Private Equity with Michael Rubel
Join Sean Mooney in this episode of the Karma School of Business as he sits down with Mike Rubel, Managing Partner at RFE Investment Partners. With a career that spans from the bustling floors of investment banking to the strategic realm of private equity, Mike shares his journey ... Show More
36m 40s
Aug 2024
Justin Huhn: The Generational Bull Case for Uranium
<p>Uranium expert <strong>Justin Huhn</strong>, Founder &amp; Publisher of Uranium Insider, joins Pierre Daillie and Mike Philbrick on the show to discuss the unfolding generational bull case for uranium and the entire uranium and nuclear power generation sector. We explore the c ... Show More
1h 16m
Jun 2024
Everything you need to know about rare earths with Mike Bevan
<p>We had a chat with Mike Bevan, a geo (who runs a cracking YouTube channel at GeoInvest Insights) to get right into the weeds on understanding rare earths from a geologists perspective, as well as some uranium chat.<br /><br /></p><p>We picked through hard rock and the clay dep ... Show More
1h 35m
Sep 2024
E96: “100% Alpha Portfolio” - Levy Family Partners
Michael Wallach, Vice President of Investment at Levy Family Partners sits down with David Weisburd to discuss the unexpected challenges of working at a family office, how to leverage expert insights to drive high-impact investments, and critical mistakes LPs should always avoid. 
17m 44s
Nov 2023
BlackRock’s Tony Kim on the ‘dawn of a new intelligence era’
In a conversation moderated by Goldman Sachs’ Michael Brandmeyer, BlackRock’s Tony Kim, head of tech sector fundamental equities, shares his views on the technology ecosystem, public and private valuations, and the impact of artificial intelligence and quantum computing. Learn mo ... Show More
39m 20s