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EssentialInvestment Ideas

Doubling Down on Declining Yields

Featuring David Rosenberg

Oct 19, 2019 • 38 minutes

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Essential

Investment Ideas

Doubling Down on Declining Yields

David Rosenberg sits down with Real Vision's Ed Harrsion to discuss his investment thesis for today's turbulent times.

Featuring David Rosenberg

Oct 19, 2019 • 38 minutes

David Rosenberg, chief economist at Glushkin Sheff & Associates, sits down with Real Vision's Ed Harrsion to discuss his investment thesis for today's turbulent times. He sees interest rates continuing to decline as central banks scramble to prop-up a lofty equity market to avoid a deflationary spiral. Rosenberg expands on his bullish play on long-term Treasurys and suggests that investors "buy what is scarce" — in this case, counter-cyclical stocks, high-quality long-term bonds, and gold. Rosenberg also touches on political risk, demographic change, and wealth inequality. Filmed on October 4, 2019 in Toronto. 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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