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Welcome to another edition of investment ideas.

I'm the host here at Harrison and I have the distinct pleasure of talking yet again to the great

David Rosenberg of Rosenberg research.

Dave, welcome back.

Thanks very much, Ed.

I would just say that there's some people that might say great David Rosenberg is an oxymoron.

So I tread carefully there.

Well, you say that because just before we came on, we were talking about the great cognitive distance that's going on as a result of what I would call actually a mania.

I don't want to put words in your mouth because if as soon as you start talking about it from that perspective, people will start downloading you.

But I think that we're an extraordinary times who would have thought that you could have a pandemic closed on the entire economy and the outcome would be stocks to a record high across the globe.

I mean, that's where we are today.

Well, because I guess, you know, what the opposite side of the argument would be that that the policy response has been even greater than the than that initial negative shock.

So I think that's one part of it that that looks as though both the the monetary intervention by the Fed and other central banks and the radical fiscal stimulus are lasting.

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