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