Yields Explode, Fed To ‘Make A Big Blunder’ Hiking Into Oil Shock | David Rosenberg

Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+David Rosenberg, President of Rosenberg Research & Associates, discusses rising Treasury yields, Fed policy, the economy’s reliance on AI and asset wealth, growing risks across stocks and housing, and the investment themes shaping his new portfolio strategy.Watch David's last interview: https://youtu.be/FGxU0ix2wEY*This video was recorded on September 1, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW DAVID ROSENBERG:Grab a Free Trail at Rosenberg Research: https://hub.rosenbergresearch.com/free-trialRosenberg Research: https://www.rosenbergresearch.com/X (@EconguyRosie): https://x.com/EconguyRosieEmail: [email protected] FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at [email protected]: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.1:07 - Rosenberg’s New ETF & Investment Strategy4:10 - What’s Really Driving Treasury Yields Higher?13:50 - Treasury Intervention, Bond Buybacks & The 5% Level18:54 - Iran, Oil Prices & The September Fed Decision24:47 - Why Rosenberg Sees A Major Fed Policy Mistake31:56 - AI Boom vs. Weakness In The Broader Economy46:38 - Hard Assets, Bonds & The U.S. Dollar52:12 - Stocks, Housing & The Economic Risks Ahead#stocks #economy #investing