Serious Market Crash in 2026 with David Rosenberg

Interview recorded - 12th of December, 2025

On this episode of the WTFinance podcast I had the pleasure of welcoming back David Rosenberg. David is the Founder & President of Rosenberg Research & associates.

During our conversation we spoke about the review of 2025, employment rolling over, FED challenges, multiple expansion potential, portfolio positioning and more. I hope you enjoy!

0:00 - Introduction
0:56 - Review of 2025
6:30 - Employment rolling over
14:18 - FED challenges
21:05 - Outlook for 2026?
29:12 - Multiple expansions
37:40 - Portfolio positioning
46:05 - One message to takeaway?

David Rosenberg is the Founder and President of Rosenberg Research & Associates Inc., an economic consulting firm he established in January 2020. He and his team have as their top priority providing investors with analysis and insights to help them make well-informed investment decisions.

Prior to Rosenberg Research, David was Chief Economist & Strategist at Gluskin Sheff + Associates Inc. from 2009 to 2019. From 2002 to 2009, he was Chief North American Economist at Merrill Lynch in New York, 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, where he and his team placed first in the Brendan Wood survey of Canadian economists for ten years in a row.

Mr. Rosenberg is a frequent contributor to most major financial newspapers and publications in North America and makes regular TV appearances in the financial media. He received both a Bachelor of Arts and Masters of Arts degree in Economics from the University of Toronto.

David Rosenberg -

Website - https://www.rosenbergresearch.com/
Twitter - https://twitter.com/EconguyRosie
Article - https://www.linkedin.com/pulse/lament-bear-david-rosenberg-tpxzc
LinkedIn - https://www.linkedin.com/in/david-rosenberg-40800219b/

WTFinance -

Instagram - https://www.instagram.com/wtfinancee/
Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Twitter - https://twitter.com/AnthonyFatseas