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EssentialInvestment Ideas

A Rejection of the New "Roaring 20s" Recovery Narrative

Featuring David Rosenberg and Ed Harrison

Feb 04, 2021 • 65 minutes

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Essential

Investment Ideas

A Rejection of the New "Roaring 20s" Recovery Narrative

David Rosenberg believes that there will be a recovery--but not one nearly as robust as the market is currently pricing in.

Featuring David Rosenberg and Ed Harrison

Feb 04, 2021 • 65 minutes

David Rosenberg, chief economist and strategist at Rosenberg Research Associates, believes that there will be a recovery—but not one nearly as robust as the market is currently pricing in. In this interview with Ed Harrison, Rosenberg argues that this is the result of a freshly increased debt overhang, lingering unemployment, and shifts towards saving and away from spending as a result of the psychological scarring of COVID. Rosenberg also outlines his investment ideas that result from this view, namely long bonds, gold, "utility-like growth", and emerging markets in Asia like China and India. Filmed on February 1, 2020. You can get a free 30-day trial to Rosenberg Research here: https://bit.ly/3pQ4nyB. Show More

In "Investment Ideas," Real Vision seeks out the market's best medium- and longer-term opportunities. The show is designed to provide actionable takeaways for investors with longer time horizons.

More Episodes

In "Investment Ideas," Real Vision seeks out the market's best medium- and longer-term opportunities. The show is designed to provide actionable takeaways for investors with longer time horizons.

More Episodes

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