Published on: March 14th, 2019 • Duration: 24 minutes
David Rosenberg, chief economist and strategist at Gluskin Sheff, joins Real Vision for the debut episode of “Investment Ideas,” hosted by Ed Harrison. Rosenberg predicts a recession in business investment due to leveraged corporate balance sheets, and explains why most investors are late in picking up the signs of trouble. In order to weather the storm, he recommends a “barbell” investment strategy. Filmed on March 6, 2019.