Finance
David Rosenberg: Why The AI Boom Is Biggerand RISKIERThan You Think
Date: 2026-08-27 15:36:00
Is the AI boom holding up the entire US economy—and if so, what happens if the trade begins to unravel?
David Rosenberg, Founder and President of Rosenberg Research, joins the MoneyShow MoneyMasters Podcast to break down the extraordinary influence Artificial Intelligence is having on stocks, corporate spending, interest rates, and the broader economy.
Rosenberg explains why he believes the current market rally is essentially one highly correlated AI trade, with the effects spreading far beyond technology—and into industrials, utilities, financials, and other sectors. He also discusses why today’s AI-driven environment may carry even greater risks than the late-1990s dot-com boom-and-bust.
Plus, Rosenberg shares his outlook for US and Canadian markets, oil and commodities, Treasury yields, government debt, and portfolio positioning. A key takeaway: Bonds, hard assets, commodities, uranium, gold, agriculture, and other NON-AI sectors and asset classes could be just what your portfolio needs in this increasingly unstable market environment!
Chapters:
00:00 – David Rosenberg’s Market Outlook
00:35 – Why the TSX Is Outperforming the S&P 500
02:10 – The Market Has Become One Big AI Trade
03:35 – Canada, Trump Tariffs & Trade Uncertainty
05:40 – Why Oil Prices Could Keep Rising
07:40 – US Debt, Bond Yields & Scott Bessent
10:30 – AI Is Driving Interest Rates Higher
12:15 – 50% of Corporate Investment Is Tied to AI
14:10 – Is the AI Boom Becoming a Bubble?
16:10 – Why This Could Be More Dangerous Than Dot-Com
17:30 – How Investors Should Position Their Portfolios
19:15 – Why Rosenberg Likes Bonds Right Now
20:30 – Gold, Uranium, Oil & Hard Assets
21:45 – Should Investors Take Profits on AI?
22:35 – David Rosenberg at MoneyShow Toronto
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Join David Rosenberg at the 2026 MoneyShow Masters Symposium Toronto, scheduled for Sept. 24-25 at the MaRS Centre!
Register Now! https://toronto.moneyshow.com/?scode=061246
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