Hedgeye Investing Summit Spring 2026 | David Rosenberg, Rosenberg Research & Associates

Why It Matters

Rosenberg’s disciplined macro routine provides investors a replicable edge in turbulent geopolitical environments, reinforcing Hedgeye’s value proposition of independent, daily market insight.

Key Takeaways

• Rosenberg emphasizes daily macro synthesis to guide client investment theses.
• He wakes at 4 am, reads multiple sources, and filters noise.
• Geopolitical risk, especially Iran‑Israel conflict, remains a market driver.
• “Breakfast with Dave” model shows longevity through disciplined, infotainment analysis.
• Both hosts stress passion over retirement, viewing work as lifelong purpose.

Summary

The 16th Hedgeye Investing Summit opened with Keith McCullough introducing David Rosenberg, founder of Rosenberg Research, for a candid discussion on macro‑focused investing and personal discipline. Rosenberg outlined his daily routine—rising at 4 a.m., feeding chickens, scanning five to six newspapers, and parsing data feeds—to distill market‑relevant insights for his clients.

He emphasized that true macro analysis requires filtering the constant noise of headlines, geopolitical events, and policy shifts. The ongoing Iran‑Israel conflict, nuclear proliferation concerns, and shifting American public sentiment were highlighted as enduring market catalysts. Rosenberg’s long‑running “Breakfast with Dave” newsletter exemplifies a systematic approach that blends rigorous data synthesis with infotainment to keep investors informed without overwhelming them.

Memorable moments included Rosenberg’s quip, “I get up at 4:00, feed the chickens, read five or six newspapers, and then I try to connect the dots,” and his assertion that “the long term is the sum of all short‑term data points.” He also stressed his refusal to consider retirement, describing his work as a lifelong passion rather than a job.

For investors, Rosenberg’s process underscores the importance of disciplined, daily macro research, especially amid heightened geopolitical risk. Hedgeye’s audience can glean actionable frameworks for cutting through media bias, maintaining a probabilistic outlook, and leveraging consistent analysis to navigate volatile markets.

Original Description

**This webcast originally aired live on Hedgeye.com on April 21, 2026**

This is an exclusive "Hedgeye Investing Summit" interview between David Rosenberg, Founder & President of Rosenberg Research & Associates, and Hedgeye CEO Keith McCullough.

To watch more "Hedgeye Investing Summit" interviews: https://app.hedgeye.com/insights/180431-hedgeye-investing-summit-spring-2026-your-access-links-to-watch?type=macro%2Cmarket-insights

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