David Rosenberg
The Navigator
Judgement in the fog, money, risk and the call others cannot make.
David Rosenberg reads as The Navigator because he charts original courses rather than trailing consensus, a discipline codified in his 30-year commitment to non-commodity research. The Rosenberg Research founder and former Merrill Lynch chief economist detects structural fragility before markets price it, and his framing of demand as the wild card reveals a probabilistic mind that tracks uncertainty as a variable rather than wishing it away.
“I always in my mind had fragility as part of my theme, and that even the smallest shock could send the economy into a downturn.”
“There is no return to normality until we either get a vaccine or some sort of effective treatment. The demand has to show up, and that's the wild card.”
“So much of economics is a commodity, and so the most important thing is to make the research a non commodity, to make it unique and differentiated. That's always been my ethos going back thirty years.”
Masters in Business: “David Rosenberg on Emergency Policy Decisions (Podcast)”
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