David Rosenberg: Boomers Sleepwalking Into A Bear Market + Recession

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2023 was the year of the recession that wasn't.

2024 is looking to be the year of the hard landing that wasn't.

How is 2025 shaping up to look like?

For guidance we turn to highly-respected economist & award-winning researcher David Rosenberg, founder & president of Rosenberg Research.

David is very concerned that investors, especially the 70 million Baby Boomers, are "all in" the markets.

Boomer portfolios are 60% allocated to stocks. David thinks it should be half(!) of that.

He predicts that when we enter a bear market next -- which he thinks is nearer than most expect -- a brutal consumer recession will ensue.

#bearmarket #recession #deflationary

00:00 David's Macro Overview
05:33 Why Has A Recession Not Happened?
24:21 Potential Impact Of US Election
25:20 US Employment Outlook
38:30 Risks To Consumer Spending
46:31 How To Position For What's Ahead
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