Featuring Special Guest – Lakshman Achuthan
About Lakshman
For over three decades, Lakshman Achuthan has helped clients anticipate economic turning points. He co-founded the Economic Cycle Research Institute (ECRI) with Anirvan Banerji and his mentor, Geoffrey H. Moore, and co-authored Beating the Business Cycle. Today, he… Read the restFeaturing Special Guest – Marko Papic
About Marko
Marko Papic is the Macro-Geopolitical Chief Strategist and Senior Vice President at BCA Research, one of the largest global macro, investment research firms. At BCA, Papic is primarily responsible for the firm’s premier product, BCA Access, a macro… Read the restDavid Rosenberg Isn’t Drinking The “AI Productivity” Kool-Aid
May 1, 2026
Watch now… Read the rest Featuring Special Guest – Henrietta Treyz
About Henrietta
Henrietta Treyz has been providing investors with election and economic policy analysis for over 15 years, leading the Veda macroeconomic policy team through the first and second Trump term tariff agenda (IEEPA, 232, 301), the US/Israel war with… Read the restFeaturing Special Guest – Lawrence G. McDonald
About Lawrence
Lawrence G. McDonald is a New York Times bestselling author, CNBC contributor, and one of the most sought-after voices on global macro risk, political risk, systemic stress, and market turning points. He is the founder of The Bear… Read the restLong Duration Bonds | A Framework for Thinking About the Setup in 2026
In every market cycle, bond duration is one of the most consequential and most misunderstood decisions investors face. The decision to hold short-dated Treasury bills versus longer-dated bonds determines how much of any given rate move flows into a portfolio’s… Read the rest Featuring Special Guest – Richard Clarida
About Richard
Richard Clarida is a Managing Director in the New York office and PIMCO’s Global Economic Advisor.Prior to rejoining PIMCO in 2022, he was the firm’s Global Strategic Advisor from 2006 to 2018. He served as Vice Chairman… Read the rest
Featuring Special Guest – Jeffrey Gundlach – An Afternoon with Rosie and Gundlach
About Jeffrey
Jeffrey Gundlach is CEO of DoubleLine. In 2011, he appeared on the cover of Barron’s as “The New Bond King.” In 2013, Institutional Investor named him “Money Manager of the Year.” In 2012, 2015 and 2016, he was… Read the restDisinflation Explained: Why 2026 Will Surprise the Inflation Hawks
The financial press has spent four years obsessed with rising prices. As the Fed turns hawkish and the consensus is bracing for more of the same, the word for 2026 isn’t inflation; it’s disinflation, and most retail investors don’t quite… Read the rest Featuring Special Guest – Michael Wilson
