Podcasts about Gluskin Sheff

Check out this trailer featuring some highlights from episode 52 of The Unlimited Podcast: Straight Talk with Gerald Sheff.In this interview with Brian's former boss, Brian and Gerald discuss Gerald's path to becoming an architect, meeting Ira Gluskin and the founding of Gluskin Sheff, what to do in times of uncertainty, and more!For the full episode and more, visit ginslerwealth.com/podcast.

In this episode of The Unlimited Podcast, our Lessons with Legends series continues as we welcome Brian's former boss, Gerald Sheff, Co-Founder of Gluskin Sheff + Associates Inc., once one of Canada's pre-eminent wealth management firms. This is a special episode highlighting Gerry's "straight-talking" ways as he recounts:His path to becoming an architect: "I didn't know anything about architecture. I thought, well, it's something I don't know anything about. So I didn't know, I didn't want to be one. So I thought, well, maybe I'll become one."His early working years: "...they thought I knew something. And I didn't tell them I didn't."His first thoughts on hearing about his eventual employer Cadillac Fairview: "I thought anybody who would call themselves 'Cadillac' is probably a Chevrolet."The story of meeting Ira Gluksin and the formative idea of Gluskin Sheff: "We decided to be a very boutique firm and to differentiate ourselves from all the vanilla money management operations that existed at the time.", andWhat he's learned to do in uncertain times: "Doing nothing is often the best thing to do". (A familiar message to those who follow Ginsler Wealth's thinking as well)....And many other insights and words of wisdom. You don't want to miss this one!Gerry Sheff graduated from the School of Architecture at McGill University in 1964, and received his MBA from Harvard Business School in 1971. Following this, he joined Cadillac Developments in Toronto, which later become Cadillac Fairview, playing a number of key roles with that firm. In 1984, he left and with his partner Ira Gluskin, founded Gluskin Sheff, which went on to become one of the most successful investment firms in Canada.Timestamps0:00: Disclaimer & Intro4:20: Gerry's Architecture Degree15:17: Beginnings of Gerry & Ira24:16: Why take a different approach with Gluskin Sheff? 32:52 Gerry & Ira's changing investment philosophy40:18 The Award Winning Treehouse46:52 Gerry's Philanthropic Philosophy48:53 Upgrading Your Thinking52:05 Gerry's advice on investing in troubling times55:04 If Gerry could do anything, what would it be?56:39 Outro

PEO Leadership 2022 Conference - Special thanks to Focus Asset Management for making this fireside chat possible! David Rosenberg provides advice to 2,600 clients, both retail and institutional, across 40 countries. He is the founder and president of Rosenberg Research, an economic and financial market consulting firm he established in January 2020. Prior to creating his own company, David was chief economist and strategist at Gluskin Sheff + Associates from 2009 to 2019. Prior to that, from 2000 to 2009, he was at Merrill Lynch, where for the first two years he was the chief Canadian economist and strategist based out of Toronto; for the last seven, he was the chief North American economist at Merrill Lynch in New York, where he was consistently ranked in the top three of Wall Street economists polled by the annual Institutional Investors survey.PEO Leadership provides its business community the ability to leverage its collective knowledge, experience and network; to challenge and be challenged in a high-disclosure, objective and trusted environment through a combination of Peer Advisory Boards, One-on-One Coaching, and Thought Leadership Executive Networking Events - all for the purpose of enhancing the personal and professional lives of its members.

PEO Leadership 2022 Conference - Special thanks to Focus Asset Management for making this fireside chat possible! David Rosenberg provides advice to 2,600 clients, both retail and institutional, across 40 countries. He is the founder and president of Rosenberg Research, an economic and financial market consulting firm he established in January 2020. Prior to creating his own company, David was chief economist and strategist at Gluskin Sheff + Associates from 2009 to 2019. Prior to that, from 2000 to 2009, he was at Merrill Lynch, where for the first two years he was chief Canadian economist and strategist based out of Toronto; for the last seven he was Chief North American economist at Merrill Lynch in New York, where he was consistently ranked in the top three of Wall Street economists polled by the annual Institutional Investors survey.PEO Leadership provides its business community the ability to leverage its collective knowledge, experience and network; to challenge and be challenged in a high disclosure, objective and trusted environment through a combination of Peer Advisory Boards, One-on-One Coaching, and Thought Leadership Executive Networking Events - all for the purpose of enhancing the personal and professional lives of its members.

This week we have a very special guest....David Baskin, Chairman, Founder and Portfolio Manager at Baskin Wealth Management. In our opening discussion, David explains why inflation expectations matter more than the current inflation number and gives his take on the Federal Reserve and Jay Powell. Then David discusses what happened to one of Canada's premiere money managers, Gluskin Sheff. Finally, David tells us why he is still bullish on Canadian Banks given the recent negative headlines. https://baskinwealth.com/latest-news/monthly-newsletter-march-2023/

Enrique Flores (@enrique_jfb) is the CEO and Digital Experience Consultant at Paula, a digital solutions company. He's also my ex roommate and one of my best friends. He is the former Chief Marketing & Tecnology Officer at Rosenberg Research & Associates, and the former Director of Brand & Communications at Gluskin Sheff, two of the biggest wealth firms in Canada. Let's continue the conversation on Instagram at @stephandyer and @enrique_jfb ! The Stephan Dyer Podcast is produced by Narzely Guevara and edited by Carlos Bolivar. #TheStephanDyerPodcast

On this episode of The Unlimited Podcast, Brian is joined by one of Canada's “legendary” investors, his friend and mentor, Ira Gluskin. Brian and Ira discuss the founding of Gluskin Sheff, investing and investment management, Ira's career advice, and the advantages of a multi-family office over a large investment firm. Ira Gluskin is the Chief Investment Officer of Irager + Associates Inc., a family office, overseeing Strategy and Investments. Mr. Gluskin is the Co-Founder of Gluskin Sheff + Associates Inc. He served as the firm's President & Chief Investment Officer from June 30, 1984 until December 31, 2009 and as a Director and the firm's Vice-Chairman through December 18, 2013. Prior to co-founding Gluskin Sheff, Mr. Gluskin had worked in the investment industry for 20 years. He serves on the Board of Directors of both Tricon Capital Group and European Residential Real Estate Investment Trust and serves on the board of trustees for First Capital REIT. He is a member of the Advisory Board of Vision Capital Corporation and The University of Toronto's Real Estate Advisory Committee. He is also on the University of Toronto's Boundless Campaign Executive Committee, Sinai Health's Board of Directors and Investment Committee, Board of the Canadian Jewish News, The Walrus Magazine, Capitalize for Kids, and the National Theatre School of Canada. Mr. Gluskin is also the former Chair of the University of Toronto Asset Management Corporation and the former Chair of the Investment Advisory Committee for the Jewish Foundation of Greater Toronto, and is currently a member of its Investment Committee. Mr. Gluskin received a Bachelor of Commerce degree from the University of Toronto in 1964. He received an Honorary Doctorate of Laws degree from Wilfrid Laurier University 2019. Timestamps: 0:00 Disclaimer & Intro 4:06 How did Ira begin his career? 12:43 How did Ira get comfortable after founding Gluskin Sheff? 15:15 Introducing incentive fees to investment management 19:37 Why did Ira want to be different? 31:57 What does Ira think about managers advertising lower fees and higher performance? 38:12 Ira's approach to investment management 42:40 What has Ira learned after working through decades of ups and downs? 46:40 How has Ira's portfolio evolved? 53:44 How does Ira feel being an insider of publicly traded companies? 58:17 Ira's thoughts on increasing investing regulations 1:07:05 What to look for in a great business partner 1:14:07 Life lessons from Ira 1:20:07 If Ira could have done anything, what would it be? 1:24:57 Outro If you like what you hear, please don't hesitate to rate us kindly. And if there are particular topics you'd like covered, please let us know.

David Rosenberg is the President and Chief Economist & Strategist at Rosenberg Research, an economic and consulting firm he established in January 2020.David's CV boasts stints at Merrill Lynch, first as Chief Economist & Strategist for the company's Canadian arm, before a promotion to Chief North American Economist. From 2009, David was Chief Economist & Strategist at Gluskin Sheff & Associates, pivoting from an institutional focus to cover the interests of high-net-worths'.David gives us his outlook for Russia, and the likely repercussions of their invasion into Ukraine, and the resulting commodity supply squeeze. David gives us the odds of a recession in China, an economy marred by regulatory clampdowns and draconian Covid restrictions. And finally, we turn our minds to the US, contemplating the probability of recession there as the Fed attempt to stamp out rampant inflation. Enjoy!Try Rosenberg's research for free, here: https://app.rosenbergresearch.com/sign-up/custom/user-informationThanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

COVID-19 has fast-forwarded us into a confusing and uncertain future. Nowhere are the accelerating forces of the pandemic more evident than in our democracy. We are being challenged by rising authoritarian regimes, a reckoning on race, and intense debates on cancel culture, identity politics and free speech. The Spring 2021 Munk Dialogues host some of the world's brightest thinkers for in-depth, one hour conversions on the fate and future of democracy in a world remade by COVID-19. This episode features Irshad Manji in conversation with Munk Debates Chair, Rudyard Griffiths. The conversation explores finding common ground in our polarized society, and what attitudes that can help us open up to different points of view. Irshad Manji is a bestselling author, commentator and founder of the award winning Moral Courage Project. She has taught at New York University, the University of Southern California and, since 2018, in Oxford University's Initiative for Global Ethics and Human Rights. Irshad's latest bestseller is Don't Label Me. For more information on the Munk Dialogues visit www.munkdebates.com/dialogues. The Munk Dialogues are a project of the Munk Debates and the Peter and Melanie Munk Foundation. They are sponsored by Gluskin Sheff, Onex, Bond Brand Loyalty and Torys, LLP. If you like what the Munk Dialogues are all about consider becoming a Supporting Member of the Munk Debates at www.munkdebates.com/membership. For as little as $9.99 monthly you receive unlimited access to our 10+ year library of great debates, podcasts and dialogues, a free Munk Debates book, monthly newsletter, ticketing privileges at our live and online events and a charitable tax receipt (for Canadian residents).

COVID-19 has fast-forwarded us into a confusing and uncertain future. Nowhere are the accelerating forces of the pandemic more evident than in our democracy. We are being challenged by rising authoritarian regimes, a reckoning on race, and intense debates on cancel culture, identity politics and free speech. The Spring 2021 Munk Dialogues host some of the world's brightest thinkers for in-depth, one hour conversions on the fate and future of democracy in a world remade by COVID-19. This episode features Timothy Snyder in conversation with Munk Debates Chair, Rudyard Griffiths and explores the unique dangers 21st century authoritarianism presents to the liberal world. Timothy Snyder is one of the most compelling historians writing today. He is the author of a string of bestselling books on the roots of contemporary authoritarianism and its threat to liberal democracy, including On Tyranny and The Road to Unfreedom. He is the Richard C. Levin Professor of History at Yale University and a member of the Council on Foreign Relations. For more information on the Munk Dialogues visit www.munkdebates.com/dialogues. The Munk Dialogues are a project of the Munk Debates and the Peter and Melanie Munk Foundation. They are sponsored by Gluskin Sheff, Onex, Bond Brand Loyalty and Torys, LLP. If you like what the Munk Dialogues are all about consider becoming a Supporting Member of the Munk Debates at www.munkdebates.com/membership. For as little as $9.99 monthly you receive unlimited access to our 10+ year library of great debates, podcasts and dialogues, a free Munk Debates book, monthly newsletter, ticketing privileges at our live and online events and a charitable tax receipt (for Canadian residents).

COVID-19 has fast-forwarded us into a confusing and uncertain future. Nowhere are the accelerating forces of the pandemic more evident than in our democracy. We are being challenged by rising authoritarian regimes, a reckoning on race, and intense debates on cancel culture, identity politics and free speech. The Spring 2021 Munk Dialogues host some of the world's brightest thinkers for in-depth, one hour conversions on the fate and future of democracy in a world remade by COVID-19. This episode features Nesrine Malik in conversation with Munk Debates Chair, Rudyard Griffiths. Nesrine Malik is an award-winning British Sudanese columnist and features writer for The Guardian, and the author of We Need New Stories: The Myths that Subvert Freedom.She was born in Sudan and grew up in Kenya, Egypt and Saudi Arabia. She received her undergraduate education at the American University in Cairo and University of Khartoum, and her post graduate education at the University of London. For more information on the Munk Dialogues visit www.munkdebates.com/dialogues. The Munk Dialogues are a project of the Munk Debates and the Peter and Melanie Munk Foundation. They are sponsored by Gluskin Sheff, Onex, Bond Brand Loyalty and Torys, LLP. If you like what the Munk Dialogues are all about consider becoming a Supporting Member of the Munk Debates at www.munkdebates.com/membership. For as little as $9.99 monthly you receive unlimited access to our 10+ year library of great debates, podcasts and dialogues, a free Munk Debates book, monthly newsletter, ticketing privileges at our live and online events and a charitable tax receipt (for Canadian residents).

COVID-19 has fast-forwarded us into a confusing and uncertain future. Nowhere are the accelerating forces of the pandemic more evident than in our democracy. We are being challenged by rising authoritarian regimes, a reckoning on race, and intense debates on cancel culture, identity politics and free speech. The Spring 2021 Munk Dialogues host some of the world's brightest thinkers for in-depth, one hour conversions on the fate and future of democracy in a world remade by COVID-19. This episode features Douglas Murray in conversation with Munk Debates Chair, Rudyard Griffiths. Douglas is a bestselling author and journalist based in Britain. His books include The Sunday Times No. 1 bestseller The Strange Death of Europe: Immigration, Identity and Islam and his most recent global bestseller, The Madness of Crowds: Gender, Race and Identity. He is also an Associate Editor at The Spectator magazine. For more information on the Munk Dialogues visit www.munkdebates.com/dialogues. The Munk Dialogues are a project of the Munk Debates and the Peter and Melanie Munk Foundation. They are sponsored by Gluskin Sheff, Onex, Bond Brand Loyalty and Torys, LLP. If you like what the Munk Dialogues are all about consider becoming a Supporting Member of the Munk Debates at www.munkdebates.com/membership. For as little as $9.99 monthly you receive unlimited access to our 10+ year library of great debates, podcasts and dialogues, a free Munk Debates book, monthly newsletter, ticketing privileges at our live and online events and a charitable tax receipt (for Canadian residents).

COVID-19 has fast-forwarded us into a confusing and uncertain future. Nowhere are the accelerating forces of the pandemic more evident than in our democracy. We are being challenged by rising authoritarian regimes, a reckoning on race, and intense debates on cancel culture, identity politics and free speech. The Spring 2021 Munk Dialogues host some of the world's brightest thinkers for in-depth, one hour conversions on the fate and future of democracy in a world remade by COVID-19. This episode features Scott Galloway in conversation with Munk Debates Chair, Rudyard Griffiths. Scott is a tech entrepreneur, social critic, and acclaimed author. He is Professor of Marketing at NYU's Stern School of Business, and a serial entrepreneur. His  bestselling books include The Four, The Algebra of Happiness, and most recently, Post Corona: From Crisis to Opportunity. For more information on the Munk Dialogues visit www.munkdebates.com/dialogues. The Munk Dialogues are a project of the Munk Debates and the Peter and Melanie Munk Foundation. They are sponsored by Gluskin Sheff, Onex, Bond Brand Loyalty and Torys, LLP. If you like what the Munk Dialogues are all about consider becoming a Supporting Member of the Munk Debates at www.munkdebates.com/membership. For as little as $9.99 monthly you receive unlimited access to our 10+ year library of great debates, podcasts and dialogues, a free Munk Debates book, monthly newsletter, ticketing privileges at our live and online events and a charitable tax receipt (for Canadian residents).

COVID-19 has fast-forwarded us into a confusing and uncertain future. Nowhere are the accelerating forces of the pandemic more evident than in our democracy. We are being challenged by rising authoritarian regimes, a reckoning on race, and intense debates on cancel culture, identity politics and free speech. The Spring 2021 Munk Dialogues host some of the world's brightest thinkers for in-depth, one hour conversions on the fate and future of democracy in a world remade by COVID-19. This episode features Jonathan Haidt in conversation with Munk Debates Chair, Rudyard Griffiths. Jonathan Haidt is a leading social psychologist, professor at the New York University Stern School of Business and author of a series of internationally bestselling books on psychology and politics including The Happiness Hypothesis: Finding Modern Truth in Ancient Wisdom, and The New York Times bestsellers The Righteous Mind: Why Good People are Divided by Politics and Religion, and The Coddling of the American Mind: How Good Intentions and Bad Ideas are Setting Up a Generation for Failure. For information on the Munk Dialogues visit www.munkdebates.com/dialogues. The Munk Dialogues are a project of the Munk Debates and the Peter and Melanie Munk Foundation. They are sponsored by Gluskin Sheff, Onex, Bond Brand Loyalty and Torys, LLP. If you like what the Munk Dialogues are all about consider becoming a Supporting Member of the Munk Debates. For as little as $9.99 monthly you receive unlimited access to our 10+ year library of great debates in HD video, a free Munk Debates book, monthly newsletter, ticketing privileges at our live and online events and a charitable tax receipt (for Canadian residents). To explore you Munk Membership options visit www.munkdebates.com/membership. This podcast is a project of the Munk Debates, a Canadian charitable organization dedicated to fostering civil and substantive public dialogue. More information at www.munkdebates.com.

William (Bill) Webb is the President, General Partner and Majority Owner of the Toronto Arrows, Canada's sole Major League Rugby franchise. Formerly Executive Vice President and Chief Investment Officer at Gluskin Sheff & Associates, Bill is currently a Partner at Waypoint Investment Partners Inc. Amongst other attributes, Bill is a financial analyst and a portfolio manager. He is also a long time board member of Rugby Canada and an advisor to Toronto's Inner City Rugby Foundation. In this conversation, we learn of Bill's background and why it made sense to invest in the Toronto Arrows and Major League Rugby. Bill outlines his vision for the future of his team, for Rugby Canada and for the sport in North America. 

David Rosenberg returns to discuss the current economic environment and how flattened yield curves are promoting liquidity issues. Credit supply has been contracting, and the velocity of money is also declining. If money velocity stabilizes were going to get a lot more inflation, and perhaps that is what gold is trying to signal. David discusses various custom indexes they have created for finding value in today's market. The Fed is not going to allow interest rates to rise, and that's why long-bonds are still somewhat attractive. He feels the next one to two years will see gold rise to around $3500. Their Gold and bond basket has done well for them this year. Real interest rates are heading negative and adjusted for inflation; we are already negative across the yield curve. The Fed plans on keeping rates low for the next three years. Money velocity will eventually come back and, along with it inflation. He expects the Fed to weaken interest rates further and expect further weakness with the US Dollar. Time Stamp References:1:05 - Comparing liquidity events.3:55 - Money velocity and the economy.7:00 - Assessing the stock market.11:15 - Custom indexes they use.16:30 - Interest rates and NIRP/ZIRP.19:00 - Fed to peg at Zero and getting yield.21:05 - Timing and price targets. Talking Points From This Episode• Credit supply, inflation, and money velocity.• Hot market valuations and nominal interest rates.• Fed will continue to lower interest rates.• Expect a lower dollar. David Rosenberg is Chief Economist & Strategist for Gluskin Sheff + Associates Inc. Mr. Rosenberg is the Firm's Chief Economist & Strategist, focusing on providing a top-down perspective to the Firm's investment process and Asset Mix Committee. David received both a Bachelor of Arts and a Masters of Arts degree in Economics from the University of Toronto. Before joining Gluskin Sheff in the spring of 2009, Mr. Rosenberg was Chief North American Economist at Merrill Lynch in New York for seven years. He was consistently ranked in the Institutional Investor All-Star analyst rankings. Before that, he was Chief Economist and Strategist for Merrill Lynch Canada, based out of Toronto. He is also the author of Breakfast with Dave, a daily distillation of his economic and financial market insights. To subscribe to Breakfast with Dave, please click here. Guest Links: Website: https://www.gluskinsheff.com/Website: http://rosenbergresearch.comFree Trial: https://bit.ly/2XvQrNOTwitter: https://twitter.com/EconguyRosie

Last week’s podcast with influential and outspoken economist David Rosenberg generated a tremendous amount of traffic and comment. We are running part 2 this weekend. Rosenberg had been predicting the end of both the record-breaking U.S. recovery and bull market this year. Needless-to-say it hasn’t happened, and he is the first to admit he missed this year’s impressive run in large-cap stocks as a result. However, his recommendation to own long-term Treasury bonds has paid off. Year-to-date the 30-year has delivered about a 20% return. Rosenberg who is known for seeing emerging economic patterns before most others do, sometimes a couple of years early, is sticking to his guns in forecasting that a U.S. recession is imminent and is very concerned about the damage the record-breaking load of U.S. and global debt, what he calls “the mother of all credit bubbles on steroids” will have when it occurs. What was intended as one session with us turned into two because he had so much evidence to share about global and domestic conditions and the state of the financial markets. Last week he made his case for recession. This week his focus extends to the markets and recession resilient investments. As we mentioned last week, Rosenberg is launching his own macro research and strategy firm in January, Rosenberg Research and Associates. He explains why he decided to make that long-held dream a reality in our EXTRA feature on WEALTHTRACK.com. In the meantime, he remains as Chief Economist and Strategist at Toronto based wealth management firm, Gluskin Sheff. More info at: https://wealthtrack.com/slowing-economies-record-levels-of-debt-are-a-dangerous-mix/ --- Support this podcast: https://anchor.fm/wealthtrack/support

Wharton's Jeremy Siegel and David Rosenberg of Gluskin Sheff expect the Fed to cut interest rates in the coming year as the latest GDP report reveals some troubling trends. But they disagree on whether the slowdown will lead to a recession. See acast.com/privacy for privacy and opt-out information.

Wharton's Jeremy Siegel and David Rosenberg of Gluskin Sheff expect the Fed to cut interest rates in the coming year as the latest GDP report reveals some troubling trends. But they disagree on whether the slowdown will lead to a recession.

Wharton's Jeremy Siegel and David Rosenberg of Gluskin Sheff expect the Fed to cut interest rates in the coming year as the latest GDP report reveals some troubling trends. But they disagree on whether the slowdown will lead to a recession.

Show from 7/26/19Jeff Weniger, Director of Asset Allocation at WisdomTree, steps in to host this special edition of Behind the Markets with Jeremy Schwartz and Jeremy Siegel! They talk to David Rosenberg about the European Central Bank, interest rates and the fed. They also review the flood of corporate earnings out this week and what they say about the U.S. economy. Plus a look at global markets from Japan to Switzerland.Guest:David Rosenberg, Chief Economist and Strategist at Gluskin Sheff, a Canadian-based wealth management firm. Dave was Chief North American Economist at Merrill Lynch in New York for seven years, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings. He also writes a very popular daily newsletter called Breakfast with Dave. Breakfast with Dave: For a three month trial email drosenberg@gluskinsheff.com Check out his site: https://www.gluskinsheff.com/Thinking/ResearchFollow him on Twitter: @EconguyRosie See acast.com/privacy for privacy and opt-out information.

In Episode 91 of Hidden Forces, Demetri Kofinas speaks with Chief Economist and Strategist at Gluskin Sheff, David Rosenberg, about the latest Fed rate decision and his outlook for the global economy. In the overtime to this week’s episode, David provides listeners with a look into his investment strategy and how he is positioning himself and his clients for a global slowdown that he believes may already be underway. David Rosenberg and Demetri recorded this episode only hours after the FOMC concluded its two-day meeting this past Wednesday. The Federal Open Market Committee decided to keep the fed funds rate unchanged, while simultaneously signaling a strong willingness to begin easing, possibly as soon as next month. It is David Rosenberg’s conviction that the Federal Reserve has over tightened monetary policy during this cycle possibly by as many as one-hundred basis points – four rate hikes - and that Jay Powell and the board of governors at the Fed are worried that they may have precipitated the bursting of another bubble. This time, however, the bubble isn’t in housing or consumer credit. The bubble in 2019 is in the corporate bond market where multinational corporations have feasted on the issuance of trillions of dollars of new debt used to finance mergers, acquisitions, and share buybacks, while simultaneously cutting back on the capital investment needed to grow their businesses and service their debts long-term. The last ten years have been a great time for stocks, fueled by a bonanza of free money and an implicit guarantee by the Fed to support asset prices at all costs. But the question has always lingered, “What will happen as the Fed continues to raise rates, normalize its balance sheet and tighten monetary policy?” Is this a new financial paradigm where fundamentals no longer matter and perpetual liquidity is the name of the game or does the global economy’s increased reliance on debt financing in order to drive earnings and levitate asset prices remain as unsustainable today as it has been in any prior historical period? Is this time truly different? As always, subscribers to our Hidden Forces Patreon page can access the overtime to this week’s episode, which includes a discussion about how David is positioning himself and his clients for the likelihood of a recession and return to bear market territory for stocks and commodities. We discuss the US dollar, precious metals, treasuries, currencies, as well as certain defensive stocks that David believes are likely to outperform the overall market in a downturn. You can learn more at Patreon.com/HiddenForces. Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod

Federal Reserve officials scaled back their projected interest-rate increases this year to zero and said they would end the drawdown of the central bank’s bond holdings in September after holding policy steady on Wednesday. Discussing the news is Kathleen Hays, Bloomberg News Global Economics and Policy Editor, Bloomberg Stocks Editor Dave Wilson, Frances Donald, Head of Macro Economic Strategy at Manulife Asset Management, and Bloomberg News Federal Reserve Reporter Steve Matthews. Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisers, and Bloomberg News Bond Reporter Alex Harris, recap Fed Chairman Jay Powell’s press conference. And we Drive to the Close with David Rosenberg, Chief Economist & Strategist at Gluskin Sheff.  Hosts: Jason Kelly and Paul Sweeney. Producer: Paul Brennan

Federal Reserve officials scaled back their projected interest-rate increases this year to zero and said they would end the drawdown of the central bank's bond holdings in September after holding policy steady on Wednesday. Discussing the news is Kathleen Hays, Bloomberg News Global Economics and Policy Editor, Bloomberg Stocks Editor Dave Wilson, Frances Donald, Head of Macro Economic Strategy at Manulife Asset Management, and Bloomberg News Federal Reserve Reporter Steve Matthews. Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisers, and Bloomberg News Bond Reporter Alex Harris, recap Fed Chairman Jay Powell's press conference. And we Drive to the Close with David Rosenberg, Chief Economist & Strategist at Gluskin Sheff.  Hosts: Jason Kelly and Paul Sweeney. Producer: Paul Brennan Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

The Empire Club of Canada Presents: Making Money in the Global Markets in 2019 Panel Gianni Kovacevic is an investor, author and strategist who has enlightened audiences around the world with his unique brand of storytelling. Drawing from over 20,000 hours of research, he is frequently interviewed by the media and is known for the colourful way he decodes complicated modern themes. His recently published book, My Electrician Drives a Porsche?, was introduced to audiences by way of a one-of-a-kind journey across America in an all-electric Tesla, now credited as the world's first zero emission book tour. Gianni is a graduate of electrical studies from The British Columbia Institute of Technology, and he is a sought-after expert in the analysis of the global energy matrix and in the study of how technology will impact commodities and emerging markets. Fluent in English, German, Italian, and Croatian, he makes his home in Vancouver. Pierre Ouimet is Executive Director Senior Investment Strategist Canadian Equities, UBS Bank (Canada) Pierre is the investment strategist for both UBS Bank (Canada)'s Wealth Management and Global Asset Management groups on our Canadian equity strategies and Asset Allocation. As Chair of the Canadian Asset Mix Committee, Pierre had responsibility for top-down macro inputs to our investment management process. Pierre was Head of UBS Bank's Canadian Equities and was responsible for research and portfolio construction activity in the Canadian market. In this role he was the lead portfolio manager for large-cap portfolios. Pierre holds a BAA from the University of Montreal and a MBA with a specialty in finance from McGill University. David Rosenberg is Chief Economist & Strategist, Gluskin Sheff & Associates, with a focus on providing a top-down perspective to the Firm's investment process and Asset Mix Committee. Mr. Rosenberg received both a Bachelor of Arts and Masters of Arts degree in Economics from the University of Toronto. Prior to joining Gluskin Sheff in the spring of 2009, Mr. Rosenberg was Chief North American Economist at Merrill Lynch in New York for seven years, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings. Prior thereto, he was Chief Economist and Strategist for Merrill Lynch Canada, based out of Toronto. Mr. Rosenberg is also the author of Breakfast with Dave, a daily distillation of his economic and financial market insights. Speakers: Gianni Kovacevic, Executive Chairman, CopperBank Pierre Ouimet, Executive Director Senior Investment Strategist Canadian Equities, UBS Bank Canada David Rosenberg, Chief Economist and Strategist, Gluskin Sheff & Associates *The content presented is free of charge but please note that the Empire Club of Canada retains copyright. Neither the speeches themselves nor any part of their content may be used for any purpose other than personal interest or research without the explicit permission of the Empire Club of Canada.* *Views and Opinions Expressed Disclaimer: The views and opinions expressed by the speakers or panelists are those of the speakers or panelists and do not necessarily reflect or represent the official views and opinions, policy or position held by The Empire Club of Canada.*

Recorded May 28, 2018 - Our in-depth conversation with David Rosenberg, Chief Economist, at Gluskin Sheff on Canada, the U.S., and the Global Economy, and what to do with assets given the current economic and market environment we are entering. AA: Hello and thank you for listening to the Insight is Capital podcast™. This is Pierre Daillie, Managing Editor of the AdvisorAnalyst.com and today we are very pleased to welcome David Rosenberg, Chief Economist with Gluskin Sheff + Associates and author of the daily economic newsletter “Breakfast with Dave.” David, thank you very much for joining us today! In your most recent notes you’ve become critical of the growth outlook for Canada and the U.S. First, let’s talk about Canada. What are the factors you see are interfering with the Canadian story? David Rosenberg: Right, well the Canadian story I think is a probably a more obvious one than the U.S. but I think in Canada it’s a case of excessive regulation, the fact that we’re having trouble obviously attracting foreign direct investment into the country, because ... FULL TRANSCRIPT OF PODCAST

Masters in Business Host Barry Ritholtz joins Carol and they speak to Geetha Ranganathan, Bloomberg Intelligence Tech & Media Analyst, and Chris Palmeri, Bloomberg L.A. Bureau Chief, on Netflix adding subscribers despite raising prices. Gerard Cassidy, Head of U.S. Bank Equity Strategy at RBC, breaks down earnings from Goldman Sachs. Sam Dunlap, Senior Portfolio Manager at Angel Oak Capital, discusses housing data and investing in real estate backed assets. Noah Buhayar, Bloomberg News Finance Reporter, explains how retail is affected by "attack of the zombie malls." We Drive to the Close with David Rosenberg, Chief Economist & Strategist at Gluskin Sheff. 

Masters in Business Host Barry Ritholtz joins Carol and they speak to Geetha Ranganathan, Bloomberg Intelligence Tech & Media Analyst, and Chris Palmeri, Bloomberg L.A. Bureau Chief, on Netflix adding subscribers despite raising prices. Gerard Cassidy, Head of U.S. Bank Equity Strategy at RBC, breaks down earnings from Goldman Sachs. Sam Dunlap, Senior Portfolio Manager at Angel Oak Capital, discusses housing data and investing in real estate backed assets. Noah Buhayar, Bloomberg News Finance Reporter, explains how retail is affected by "attack of the zombie malls." We Drive to the Close with David Rosenberg, Chief Economist & Strategist at Gluskin Sheff.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

After a tumultuous first quarter for stocks, what will the rest of the year bring? Nothing good, according to famed economist David Rosenberg of Gluskin Sheff. He outlines what could be ahead for the economy and markets – and outlines some areas where investors might turn to safety. Plus, in the long/short segment, Grant Williams and Alex Rosenberg trade weight-losing poker players, sexy magazine covers and replying all. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Empire Club of Canada Presents: Annual Investment Outlook Luncheon 2018 featuring: Ian Russell, CEO, Investment Industry Association of Canada; David Rosenberg, Chief Economist, Gluskin, Sheff & Assoicates Inc.; Nick Barisheff, President and CEO, BMG Group Inc. Ian C.W. Russell: Ian Russell is President and Chief Executive Officer of the Investment Industry Association of Canada, a position he has held since its inauguration in April 2006. Prior to his appointment at IIAC, Mr. Russell headed the Industry Relations and Representation group of the Investment Dealers Association of Canada. In his 20-year tenure at the Association, he has participated actively in many committees and working groups involved in regulatory and tax issues related to the securities industry and capital markets in Canada. He is a frequent columnist in industry publications and is a presenter and speaker on industry issues and developments. This past June, Mr. Russell was appointed Chariman of the Standing Committee on Regulatory Affairs at the International Council of Securities Associations (ICSA). Mr. Russell has an honours degree in economics and business from the University of Western Ontario, and a postgraduate degree from the London School of Economics. He has completed the Partners, Directors and Officers Qualification Examination and is a Fellow of the Canadian Securities Institute. David Rosenberg: Mr. Rosenberg is the Firm's Chief Economist & Strategist with a focus on providing a top-down perspective to the Firm's investment process and Asset Mix Committee. Mr. Rosenberg received both a Bachelor of Arts and Masters of Arts degree in Economics from the University of Toronto. Prior to joining Gluskin Sheff in the spring of 2009, Mr. Rosenberg was Chief North American Economist at Merrill Lynch in New York for seven years, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings. Prior thereto, he was Chief Economist and Strategist for Merrill Lynch Canada, based out of Toronto. Mr. Rosenberg is also the author of Breakfast with Dave, a daily distillation of his economic and financial market insights. Nick Barisheff: Nick Barisheff is the founder, president and CEO of BMG Group Inc., a company dedicated to providing investors with a secure, cost-effective, transparent way to purchase and hold physical bullion. BMG is an Associate Member of the London Bullion Market Association (LBMA), an Associate Member of the Responsible Investment Association (RIA) and signatory to the Principles for Responsible Investment (PRI). Widely recognized as international bullion expert, Nick has written numerous articles on bullion and current market trends that have been published on various news and business websites. Nick has appeared on BNN, CBC, CNBC and Sun Media, and has been interviewed for countless articles by leading business publications across North America, Europe and Asia... Speakers: Ian Russell, President and Chief Executive Officer, Investment Industry Association of Canada David Rosenberg, Chief Economist, Gluskin Sheff +Associates Inc. Nick Barisheff, President and Chief Executive Officer, BMG Group Inc. *The content presented is free of charge but please note that the Empire Club of Canada retains copyright. Neither the speeches themselves nor any part of their content may be used for any purpose other than personal interest or research without the explicit permission of the Empire Club of Canada.* *Views and Opinions Expressed Disclaimer: The views and opinions expressed by the speakers or panelists are those of the speakers or panelists and do not necessarily reflect or represent the official views and opinions, policy or position held by The Empire Club of Canada.*

How can you design an investment portfolio to account for uncertainty? Every leadership change creates insecurity. Investors pull out and buy into markets simply because of election results. How should the political climate affect the way you design your investment portfolio? David Rosenberg, the chief economist, and strategist at Gluskin Sheff and Associates explores why people believe political changes affect the economy and answers the burning question: When does politics actually change the market? Listen for his advice about how to weather the current market. Don’t undermine the importance of the bond market to the economy’s health, and remember to establish the economic fundamentals of any company. Need a roadmap for retirement? Doug shares a listener letter from “Rich” who is approaching retirement and wants to know the smartest way to manage his nest egg. Doug put together a resource sheet called “How to Set Up Your Portfolio When You Retire” in response to Rich’s questions. Doug has six bits of advice to make financial matters a little easier to navigate during retirement. Download the list here. Free Download: How to Set Up Your Portfolio When You Retire Learn more about David Rosenberg at his corporate site Gluskin Sheff and Associates, Inc., or read his daily column, Breakfast with Dave. If you’re not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug’s free ebook The Retirement Planning Book.

Richard Haass, president of the Council on Foreign Relations, says the U.S. has isolated itself from trading allies and that it shouldn't be complicit to Duterte's government in the Philippines. Dennis Gartman, publisher of the Gartman Letter, says the bull market for stocks has come to an abrupt stop. Finally, David Rosenberg, Gluskin Sheff's chief economist, says the bog bond story could be in China right now. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Richard Haass, president of the Council on Foreign Relations, says the U.S. has isolated itself from trading allies and that it shouldn't be complicit to Duterte's government in the Philippines. Dennis Gartman, publisher of the Gartman Letter, says the bull market for stocks has come to an abrupt stop. Finally, David Rosenberg, Gluskin Sheff's chief economist, says the bog bond story could be in China right now.

William Lee, chief economist at the Milken Institute, says the regulatory environment doesn't inspire the use of capital to create investments that boost productivity. Diana Furchtgott-Roth, a senior fellow at the Manhattan Institute, discusses tax reform. Brian Belski, chief investment strategist at BMO Capital Markets, says earnings have yet to reflect the realities of fiscal reform. Finally, David Rosenberg, chief economist at Gluskin Sheff & Associates, says the Canadian economy is advancing, the emergency is over and it's time for the Bank of Canada to take back its emergency rate cuts. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

William Lee, chief economist at the Milken Institute, says the regulatory environment doesn't inspire the use of capital to create investments that boost productivity. Diana Furchtgott-Roth, a senior fellow at the Manhattan Institute, discusses tax reform. Brian Belski, chief investment strategist at BMO Capital Markets, says earnings have yet to reflect the realities of fiscal reform. Finally, David Rosenberg, chief economist at Gluskin Sheff & Associates, says the Canadian economy is advancing, the emergency is over and it's time for the Bank of Canada to take back its emergency rate cuts.

The Empire Club of Canada Presents: Annual Investment Outlook 2017 featuring lan Russell, President and Chief Executive Officer, IIAC, David Rosenberg, Chief Economist, Gluskin Sheff and Associates Inc., and Jonathan Lewis, Chief Investment Officer, Fiera Capital lan Russell is President and Chief Executive Officer of the Investment Industry Association of Canada, IIAC, a position he has held since its inauguration in April 2006. Prior to his appointment at the IIAC, Mr. Russell was Senior Vice President, Industry Relations and Representation, at the Investment Dealers Association of Canada, IDA. In his 20 year tenure with the IDA and the IIAC, he has participated actively in many committees and working groups involved in regulatory and tax issues related to the securities industry and capital markets. He is a frequent commentator in the media, a regular columnist in industry publications and a sought after speaker on industry issues and developments. In January 2014, Mr. Russell was appointed Chair of the International Council of Securities Associations, ICSA Mr. Russell has an Honours degree in Economics and Business from the University of Western Ontario, and a postgraduate degree, MSc Economics, from the London School of Economics and Political Science. He has completed the Partners, Directors and Senior Officers Qualifying Examination and is a Fellow of the Canadian Securities Institute. David Rosenberg is the Firm's Chief Economist and Strategist with a focus on providing a top down perspective to the Firm's investment process and Asset Mix Committee. Mr. Rosenberg received both a Bachelor of Arts and Masters of Arts degree in Economics from the University of Toronto. Prior to joining Gluskin Sheff in the spring of 2009, Mr. Rosenberg was Chief North American Economist at Merrill Lynch in New York for seven years, during which he was consistently ranked in the Institutional Investor All Star analyst rankings. Prior thereto, he was Chief Economist and Strategist for Merrill Lynch Canada, based out of Toronto. Mr. Rosenberg is also the author of Breakfast with Dave, a daily distillation of his economic and financial market insights. Jonathan E. Lewis is the Chief Investment Officer for Fiera Capital's U.S. division, chairs the Fixed Income Investment Committee, and is a member of the Management and Tactical Asset Allocation Committees. Jonathan manages fixed income portfolios for high net worth individuals and institutions and is lead manager for the Fiera Capital STRONG Nations currency fund. Prior to its acquisition by Fiera Capital , Jonathan was a cofounder, Chief Investment Officer, and Managing Principal of Samson Capital Advisors LLC. 2002 to 2004, OFFIT Investment Group, a Wachovia Subsidiary, Managing Director of Fixed Income for Evergreen Private Asset Management, Chief Fixed Income Strategist. Management Committee Member, Evergreen Customized Fixed Income, Overseeing more than $100 billion in fixed income assets. 1999 to 2002, OFFITBANK, Portfolio Manager, Member of... Speakers: Ian Russell, President and Chief Executive Officer, IIAC David Rosenberg, Chief Economist, Gluskin Sheff and Associates Inc. Jonathan Lewis, Chief Investment Officer, Fiera Capital's U.S. Division *The content presented is free of charge but please note that the Empire Club of Canada retains copyright. Neither the speeches themselves nor any part of their content may be used for any purpose other than personal interest or research without the explicit permission of the Empire Club of Canada.* *Views and Opinions Expressed Disclaimer: The views and opinions expressed by the speakers or panelists are those of the speakers or panelists and do not necessarily reflect or represent the official views and opinions, policy or position held by The Empire Club of Canada.*

Gluskin Sheff & Associates' David Rosenberg says the U.S. dollar will appreciate over the next several months. University of California Irvine professor of economics Peter Navarro says Trump's economic program is to cut corporate tax rates and create jobs in the supply chain in the Midwest. University of California Berkeley professor of economics Laura Tyson says Clinton was prepared for the debate and was articulate and factual. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Gluskin Sheff & Associates' David Rosenberg says the U.S. dollar will appreciate over the next several months. University of California Irvine professor of economics Peter Navarro says Trump's economic program is to cut corporate tax rates and create jobs in the supply chain in the Midwest. University of California Berkeley professor of economics Laura Tyson says Clinton was prepared for the debate and was articulate and factual.

Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss the Verizon/Yahoo deal with Bank of America's Joe Quinlan and NYU's Scott Galloway; technical analysis with Louise Yamada Technical Research Advisors' Louise Yamada; and the Fed with Gluskin Sheff & Associates' David Rosenberg. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss the Verizon/Yahoo deal with Bank of America's Joe Quinlan and NYU's Scott Galloway; technical analysis with Louise Yamada Technical Research Advisors' Louise Yamada; and the Fed with Gluskin Sheff & Associates' David Rosenberg.

Gluskin Sheff and Associates' David Rosenberg focuses on the Fed. He joins Tom Keene and Michael McKee on Bloomberg Surveillance. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Gluskin Sheff and Associates' David Rosenberg focuses on the Fed. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.