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03:23 - Introduction to David Rosenberg
08:00 - Rosenberg's research process
11:56 - The importance of historical awareness
25:00 - Disruptions in the demand curve
31:16 - Getting the timing right
43:54 - The longer term trajectory
52:58 - Dealing with high debt levels
57:12 - A shift in the political landscape
01:00:56 - Learning more about global macro
01:05:02 - Thanks for listening