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

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