A Recking is Coming

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In part two of Open Position with Steven Feldman, Steven and the Founder of Rosenberg Research, David Rosenberg delve into AI and extreme market imbalances. Steven worries that unlike past technological revolutions, AI is uniquely threatening because it directly replaces human cognitive labor, while David calls it "the most disruptive innovation" in history. They also discuss the economic metrics that show stock prices are irrationally priced compared to bonds. Steven suggests real assets are the only true safe haven right now and David lays out his portfolio balance while recommending his contrarian, hard-asset heavy "Bond, Bullion, and Barbell" strategy to protect against an eventual economic and political reckoning.

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Chapters:
1:27 The Data that Shows AI will be “The Most Disruptive Innovation in History” and the Potential Negative Economic Fallout from it
7:24 The Data Behind David’s Push Back Common Inflation Views and How to Invest for it
10:45 David’s 3 Philosophies
11:45 The Data David Says Supports Bonds Over Equities
14:35 Steven’s Counter Argument and Why Real Assets are the Only True Safe Haven
19:35 David’s Gold View and the Data Behind A $6k Valuation
25:41 David’s Portfolio Mix
28:30 Steven’s Gold View and Data Supporting Upside
30:25 What’s Keeping David Up at Night
35:45 "There’s Going to be a Reckoning"
38:14 What is David Solving for?

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