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David Rosenberg

David Rosenberg

Founder & President
Rosenberg Research
  • We are living through one of the most acute investment manias in recorded history. While the AI technology is real, the bubble is in investor psychology and behavior
  • Find out why a “pain trade” is coming—and the key to financial success will be what NOT to own
  • • Plus, learn why diversification will prove to not be a dirty 15-letter word

Canada is reorienting at a pace not seen in decades. Defense spending at its highest in years. A sovereign wealth fund launching for the first time in the country’s history. Trade relationships being rebuilt from scratch as the USMCA review looms. The 2026 US midterm elections threatening a seismic shift in Washington policy. And cold and hot wars in the Middle East, Eastern Europe, and Southeast Asia continuing to reshape global capital flows.

Our panelists will tell you which trends and risks matter most for North American markets—and name the specific stocks and ETFs positioned to benefit from what comes next.