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Excess Returns · Saturday, August 8, 2026

David Rosenberg Recounts John Paulson's Success During Financial Crisis

David Rosenberg shared a personal anecdote about John Paulson during the 2008 financial crisis, noting that while Rosenberg and his then-colleague Rich Bernstein had their reputations on the line, Paulson, who was shorting mortgage-backed securities, was on the verge of going out of business before becoming a billionaire.

personJohn PaulsoncompanyMerrill

The tape

2 quotes
You know, when one of our clients at, uh, Merrill, who I got to know very well, was John Paulson, uh, who, you know, we were shorting those, uh, mortgage back securities. And, and he was going to be out of business in a matter of weeks before the bad stuff hit the fan. And then he became an instant billionaire.
David Rosenberg
So, you know, Rich and I weren't running money, but we had our reputations on the line.
David Rosenberg
Heard on Excess Returns — “David Rosenberg and Rich Bernstein on What Ends the AI Trade — And What They Own Instead, published Saturday, August 8, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
Transcribed via Gemini audio transcription · $0.07