50:47

Essential3 Ideas

Adjusting Your Portfolio For A Pending Recession

Featuring David Rosenberg and Samuel Burke

Jan 24, 2023 • 50 minutes

Essential

3 Ideas

Adjusting Your Portfolio For A Pending Recession

"There's not a snowball's chance in hell we hit the lows in the stock market in advance of a big rally in bonds."

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Featuring David Rosenberg and Samuel Burke

Jan 24, 2023 • 50 minutes

“I think by this time next year inflation is going to be flat. It could even be negative.” While the debate over inflation continues, veteran economist and strategist David Rosenberg is firm in his view that inflation is going to fall faster than people think this year. He’s also certain that there’s zero chance of a soft landing and that a fed pivot is coming. In this interview with Samuel Burke, the noted contrarian shares his top three sector picks for investors right now. Recorded on January 19, 2023.

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World-class investors discuss their top three top ideas for where to put your money right now. From value fund managers to currency strategists, these experts lay their cards on the table and Real Vision hosts ask the hard questions on behalf of our community.

More Episodes

World-class investors discuss their top three top ideas for where to put your money right now. From value fund managers to currency strategists, these experts lay their cards on the table and Real Vision hosts ask the hard questions on behalf of our community.

More Episodes

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