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EssentialThe Essential Conversation

Rosenberg: We Are Going to See a Bear Market Soon

Featuring David Rosenberg and Alfonso Peccatiello

Jan 10, 2022 • 45 minutes

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Essential

The Essential Conversation

Rosenberg: We Are Going to See a Bear Market Soon

Why long-term treasuries, low beta stocks, and betting on emerging markets will protect you in the 2022 economy.

Featuring David Rosenberg and Alfonso Peccatiello

Jan 10, 2022 • 45 minutes

David Rosenberg believes we will transition away from the current burst of inflation to renewed disinflation. In an interview with Alfonso Peccatiello, author of the Macro Compass newsletter, Rosenberg, president at Rosenberg Research & Associates, lays out his thesis for inflation going even lower than 2.5%. Rosenberg draws on historic parallels to World War II on the current state of inflation and points to price bubbles, housing bubbles, asset bubbles, and quantitative easing as the culprits for the problems we are facing today. He believes investors should own treasuries in the 2022 economy. Holding strong to his contrarian view, Peccatiello asks him what would change his mind about his disinflation thesis. Don’t miss this interview where Rosenberg and Peccatiello discuss the inflation/disinflation story, the aging demographic and debt problem, owning treasuries, and how to position your portfolio and the emerging markets that offer growth opportunities. Recorded on January 5, 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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