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EssentialInvestment Ideas

The Bond Bullion Bonfire

Featuring David Rosenberg

Jan 17, 2020 • 58 minutes

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Essential

Investment Ideas

The Bond Bullion Bonfire

David Rosenberg returns to Real Vision to discuss the interplay between yield and price in an era of record-low interest rates.

Featuring David Rosenberg

Jan 17, 2020 • 58 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. 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.

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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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