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EssentialThe Essential Conversation

Is Recession the Only Way To Fix Inflation?

Featuring David Rosenberg and Alex Gurevich

May 03, 2022 • 71 minutes

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Essential

The Essential Conversation

Is Recession the Only Way To Fix Inflation?

The economist nicknamed "Rosie" is forecasting an 80% chance of recession this year.

Featuring David Rosenberg and Alex Gurevich

May 03, 2022 • 71 minutes

“If the name of the game is to kill this sort of pernicious supply side inflation, a recession is the only way we’re going to be able to do it,” David Rosenberg says here. Speaking with Alex Gurevich of HonTe Investments, Rosenberg explains why the Federal Reserve’s tightening cycle will bring a recession in the second half of 2022. Based on market reactions to previous recessions, Rosenberg warns the S&P 500 might drop 30%. The president of Rosenberg Research & Associates makes his bullish case for bonds, but cautions, “There’s no such thing as a sure thing.” He describes one “get out of jail free” card that could secure a soft landing. Recorded April 21, 2022. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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