{"podcast":{"title":"Macroscopic Podcast","slug":"macroscopic-podcast-7281576","podcast_index_feed_id":7281576,"rss_url":"https://feeds.megaphone.fm/macroscopic","website_url":"https://www.goldrepublic.com/","image_url":"https://megaphone.imgix.net/podcasts/c7a09386-e22d-11ee-8c00-5369fe75fdff/image/e933b62dab230adf8d1e631373664815.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"GoldRepublic","episode_count":80,"summary":"Podcast covering macroeconomics, geopolitics, history and financial markets with a focus on the emergence of new monetary era driven by sound money like gold, silver and Bitcoin hosted by Alexej Jordanov. This podcast is brought by GoldRepublic, a leading physical precious metals dealers in Europe with more than USD 1,5 billion under custody for more than 100.000 trusting clients.","last_synced_at":"2026-09-24T16:21:54.656574+00:00","page_url":"https://stenobird.com/podcast/macroscopic-podcast-7281576"},"episode":{"title":"David Rosenberg Warns The Mother of Consumer Recessions Is Here","slug":"david-rosenberg-warns-the-mother-of-consumer-recessions-is-here","published_at":"2026-08-09T17:01:00+00:00","page_url":"https://stenobird.com/podcast/macroscopic-podcast-7281576/david-rosenberg-warns-the-mother-of-consumer-recessions-is-here","show_page_url":"https://stenobird.com/podcast/macroscopic-podcast-7281576","url":"https://traffic.megaphone.fm/NXCHBV9210618377.mp3","audio_url":"https://traffic.megaphone.fm/NXCHBV9210618377.mp3","summary":"The AI boom is masking serious weakness across the US economy. David Rosenberg sees stagnant employment, falling real incomes, contracting housing and business investment, and a consumer increasingly dependent on stock-market wealth and record credit-card debt. Markets have shifted from pricing Federal Reserve cuts to expecting higher interest rates following the US–Iran war and oil shock. Rosenberg thinks that reset will reverse: inflation should move lower, consumer demand should weaken, the Fed should remain on hold and Treasury yields could fall sharply as recession risk returns. His gold thesis is unchanged. Central banks led by China continue moving reserves away from the US dollar, while gold supply grows slowly. Combined with his outlook for lower real rates, Rosenberg still sees the correction as part of a secular bull market rather than its end. 📲 Download the GoldRepublic app: - Google Play: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://play.google.com/store/apps/details?id=com.goldrepublic⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Apple Store: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://apps.apple.com/nl/app/goldrepublic/id475643876⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🟠 Buy and store physical allocated gold, silver and platinum. 👉 Open an account: ⁠https://bit.ly/38stf7p ⁠ 🎙️ Listen to this episode also on: - Spotify: https://open.spotify.com/show/6b3e4CoeUSfjcxOfcQKdwV?si=4daa86fad3e7400f  - Apple Podcasts: https://podcasts.apple.com/us/podcast/macroscopic-podcast/id1736155241 ⚠️ DISCLAIMER ⚠️ The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of any entities they represent. The information provided in this video statement is not an offer, investment advice, or financial service. It is also not intended to encourage you to buy or sell a product or to purchase a service from GoldRepublic…","meta_description":"The AI boom is masking serious weakness across the US economy. David Rosenberg sees stagnant employment, falling real incomes, contracting housing and bus…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3737,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/macroscopic-podcast-7281576/episodes/david-rosenberg-warns-the-mother-of-consumer-recessions-is-here/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/macroscopic-podcast-7281576/david-rosenberg-warns-the-mother-of-consumer-recessions-is-here.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}