The Bond Bullion Bonfire

Published on
January 17th, 2020
59 minutes

The Bond Bullion Bonfire

Investment Ideas ·
Featuring David Rosenberg

Published on: January 17th, 2020 • Duration: 59 minutes

David Rosenberg returns to Real Vision to discuss the interplay between yield and price in an era of record-low interest rates. In conversation with Real Vision's Ed Harrison, he warns about the decade-long asset inflation in stocks as well as in bonds, which he perceives as a liquidity cycle not backed by fundamentals. He predicts central banks will remain dovish and reveals why he is constructive on gold, commodities, energy stocks, and a number of long-duration treasuries. Filmed on January 13, 2020, in Toronto.