Chief Economist & Strategist
If you don’t have a plan B, you don’t have a plan.
Since joining Gluskin Sheff as the Chief Economist & Strategist, David Rosenberg has focused on providing a top-down perspective to our firm’s investment process and Asset Mix Committee.
As one of North America’s most trusted advisors, David’s insights, analysis and predictions are broadly followed. His contributions led to being ranked one of the five most influential Canadians in investing by Financial Post Magazine, one of the 12 smartest people on Wall Street by Business Insider and one of Canada’s 25 most powerful business people by Canadian Business Magazine.
Awake long before dawn, David analyzes overnight world market activity to deliver en pointe reports that investors and industry professionals enjoy with their breakfast. An essential part of the Gluskin Sheff commitment to providing top insights, the Breakfast With Dave daily economic reports are valued not only by our clients but also by advisors around the world.
What are your favourite books to recommend?
Manias, Panics and Crashes by Charles Kindleberger
The Tragedy of Great Power Politics by John Mearsheimer
The Rise and Fall of American Growth by Robert J. Gordon
Thinking Fast … Slow by Daniel Kahneman
What have your clients taught you?
To be always on the lookout for my blind spots – which part of my forecast has the potential to be wrong and why.
What is your own investment philosophy?
Capital preservation, and the preservation of recurring cash flow streams. Safety and income at a reasonable price.
Education & Achievements
- Chief North American Economist at Merrill Lynch in New York
- Bachelor of Arts in Economics, University of Toronto
- MA Economics, University of Toronto
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