Here's your summary from David Rosenberg Sees Two Fed Cuts, Says Stocks in Bubble (https://www.youtube.com/watch?v=iDcakFeFn2E) on the Bloomberg Television channel:

### TLDR:

David Rosenberg predicts two Fed cuts and believes stocks are in a bubble.

### Key Points:

1. Rosenberg expects the Fed to make two cuts this year, leading to market volatility.

2. He views the current stock market as a bubble, with high expectations for EPS growth.

3. The performance of mega-cap tech stocks is driving the market, but a potential downturn may require disappointing guidance.

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