Yesterday we took the risky step of turning our dial to CNBC. To our immediate delight, we were greeted by the visage of one David Rosenberg, formerly the Chief North American Economist at Merrill Lynch, now the Big Thinker at Gluskin Sheff in his native Canada.
We'd transcribe some of Rosenberg's discussion with the Squawk Box crew, but as Barry Ritholtz noted yesterday, his entire appearance was such a command performance that there's simply no substitute for watching it from beginning to end. Our only quibble is that it ended so soon.
For a super smart, perfectly balanced, historically aware, clearly articulated take on where we've been, where we are, and where we're headed, behold these clips:
Opening Segment (10:32)
Middle Segment (9:51)
Closing Segment (1:00)