# david rosenberg (audio feeds) — RSS Amplifier Recent posts from the 1 feeds in the RSS Amplifier directory that cover david rosenberg. Page: Feed: --- ## [We Asked Andy Constan What Happens If AI Funding Breaks Before the Thesis — And if Warsh Blinks](https://excessreturnspod.substack.com/p/we-asked-andy-constan-what-happens) _2026-08-20 · Excess Returns · Excess Returns_ Watch now | Why AI funding may matter more than ROI, how the buyback-to-issuance shift could reshape stocks, and the tradeoff between suppressing long-term yields and fighting inflation. [Listen](https://api.substack.com/feed/podcast/212064984/756ce2eeb054cbb990393d3c40f64208.mp3) ## [Full Transcript: Andy Constan on Yield Suppression and AI Funding](https://excessreturnspod.substack.com/p/full-transcript-andy-constan-on-yield) _2026-08-20 · Excess Returns · Excess Returns_ The Hamburger Thesis, Warsh’s Drumbeat, and Not Enough Pie ## [We Asked a Value Legend Why the Real AI Trade Isn't AI — And Why Passive Helps Stock Pickers](https://excessreturnspod.substack.com/p/we-asked-a-value-legend-why-the-real) _2026-08-18 · Excess Returns · Excess Returns_ Watch now | Bob Robotti on why AI’s biggest opportunities may be hiding in the physical economy, how passive investing creates openings for stock pickers, and why patient capital still matters. [Listen](https://api.substack.com/feed/podcast/211783419/6ab2e4babc869bfc7987e239dace92c9.mp3) ## [Full Transcript: Bob Robotti on Misunderstood Fundamentals and Grassroots Macro](https://excessreturnspod.substack.com/p/full-transcript-bob-robotti-on-misunderstood) _2026-08-18 · Excess Returns · Excess Returns_ Capital Cycles, Reindustrialization, and Why the Long Wait Makes the Payoff Bigger ## [The Midwit Graph: Five Lessons from Dom Rizzo](https://excessreturnspod.substack.com/p/the-midwit-graph-five-lessons-from) _2026-08-18 · Excess Returns · Excess Returns_ The T. Rowe Price global technology PM on the dangers of overthinking, navigating bubbles instead of missing them, and the market daring you to choose. ## [Falling Rates. Rising Productivity. Are You Rooting for the Wrong Things?](https://excessreturnspod.substack.com/p/falling-rates-rising-productivity) _2026-08-17 · Excess Returns · Excess Returns_ Watch now | Why falling rates can become bad news for stocks, why productivity can rise when growth weakens, and what that means for the AI boom. [Listen](https://api.substack.com/feed/podcast/211626374/731173792de4caa98ab15c6a4ca228a2.mp3) ## [Full Transcript: Weekly Wrap on AI Productivity and Falling Rates](https://excessreturnspod.substack.com/p/full-transcript-weekly-wrap-on-ai-52d) _2026-08-17 · Excess Returns · Excess Returns_ Why Rates Might Fall for the Wrong Reason and Whether the Boom Is Real ## [Big Semi Decline. Big Rally. Big Macro Shift | What the Options Market Says Comes Next](https://excessreturnspod.substack.com/p/big-semi-decline-big-rally-big-macro) _2026-08-16 · Excess Returns · Excess Returns_ Watch now | Why the semi selloff may have been more about leverage than fundamentals — and why rates, correlation and options positioning now matter more. [Listen](https://api.substack.com/feed/podcast/211421507/0297d0921ab38f4588a0c0f80b1217f8.mp3) ## [Full Transcript: The OPEX Effect on Rate Maxing and the Dispersion Unwind](https://excessreturnspod.substack.com/p/full-transcript-the-opex-effect-on) _2026-08-16 · Excess Returns · Excess Returns_ Why the Market Shifted from Tokens to Rates Ahead of Nvidia and Jackson Hole ## [Jim Paulsen Sees a Growth Scare Coming | The 34 Charts That Make Him Cautious](https://excessreturnspod.substack.com/p/jim-paulsen-sees-a-growth-scare-coming) _2026-08-14 · Excess Returns · Excess Returns_ Watch now | Jim Paulsen on why the market may be shifting from inflation fear to growth fear and why falling yields could become bad news for stocks [Listen](https://api.substack.com/feed/podcast/211214673/9bd96d0b75f2e33c6e269f52fc76afdb.mp3) ## [Trade Bitcoin and Ethereum Today (Sponsored)](https://crawlproof.com/a/NE0eDMrWOXiU) _2026-08-14 · **Sponsored**_ Buy, sell, and margin trade BTC and ETH with EUR, USD, CAD, GBP, or JPY. ## [Full Transcript: Jim Paulsen on the Coming Shift from Inflation Fear to Growth Fear](https://excessreturnspod.substack.com/p/full-transcript-jim-paulsen-on-the-dec) _2026-08-13 · Excess Returns · Excess Returns_ Weak Jobs, Policy Lags, False Productivity Signals, and New Era vs. Old Era ## [We Asked T. Rowe's $8 Billion Tech Manager Why We Are in 1998 — And Why Software Is in Trouble](https://excessreturnspod.substack.com/p/we-asked-t-rowes-8-billion-tech-manager) _2026-08-12 · Excess Returns · Excess Returns_ Watch now | Dom Rizzo on why today looks like 1998, why AI spending may accelerate from here, and why traditional software could be on the wrong side of the next phase of the AI boom. [Listen](https://api.substack.com/feed/podcast/210885015/f8e8114eb678605de8afb2cce57f76c9.mp3)