David Rosenberg - In A Depression, Own What's Scarce
David Rosenberg, chief economist and strategist at Rosenberg Research Associates, sits down with Real Vision’s Ed Harrison to discuss the case that the US and, more broadly, the world are in an economic depression. Rosenberg defines an economic depression as more than just a haircut on GDP, but a secular change in the attitudes in both the household and business sector. Together they address the risks to this thesis and dissect investment opportunities that arise in an environment that is scarce on both growth and yield. Filmed on September 30, 2020.