A Rejection of the New "Roaring 20s" Recovery Narrative (w/David Rosenberg and Ed Harrison)

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 4 April 2021

⏱️ 68 minutes

🔗️ Recording | iTunes | RSS

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Summary

The Interview: David Rosenberg, chief economist and strategist at Rosenberg Research Associates, believes that there will be a recovery—but not one nearly as robust as the market is currently pricing in. In this interview with Ed Harrison, Rosenberg argues that this is the result of a freshly increased debt overhang, lingering unemployment, and shifts towards saving and away from spending as a result of the psychological scarring of COVID. Rosenberg also outlines his investment ideas that result from this view, namely long bonds, gold, "utility-like growth", and emerging markets in Asia like China and India. Recorded on February 1, 2020. For Our Listeners: You can get a free 30-day trial to Rosenberg Research here: https://bit.ly/3pQ4nyB. Protect your portfolio and join 130,000 members by signing up at masterworks.io with promo code REAL VISION today to skip the waitlist. See important information at masterworks.io/disclaimer Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Slack presents hands-free conversations.
0:03.1	Hello, car commuter, dog walker, stroller pusher.
0:06.7	Your hands are busy.
0:07.8	It's why we created Hubble's in Slack,
0:09.7	because sometimes talking is easier than typing.
0:12.5	Hubble without the hassle.
0:14.1	In Slack.
0:30.7	Welcome to investment ideas.
0:38.1	I'm Ed Harrison here for Real Vision.
0:41.0	I'm talking to David Rosenberg,
0:43.4	who's the founder of Rosenberg Research.
0:45.8	David, welcome back.
0:47.5	Thanks, Ed. It's great to see you again.
0:50.7	Next time in person, I hope.
0:52.4	Yeah, well, yeah, that's going to be a long time as you done.
0:56.5	Maybe my stuff.
0:57.3	I don't think that that's going to happen anytime soon.
0:59.2	Yeah, great.
1:01.2	So there's so many things that we can talk about right now.
1:04.4	But let's start here, because we would just
1:07.8	teen it up before we got on camera,
1:10.5	talking about the disconnect between shares and the economy.
	...

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