MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show. David describes the reasons the inflation we\u2019ve already seen has occurred, and why he doesn\u2019t think it will last. They also discuss stock prices, bond yields, precious metals, and much more. \nBreakfast with Dave: https://bit.ly/3ElgkTU\nLink: https://bit.ly/3ElHOZx