David Rosenberg: Is US Economic Strength Here to Stay? (w/Ed Harrison) скачать в хорошем качестве

David Rosenberg: Is US Economic Strength Here to Stay? (w/Ed Harrison)

At a time when the mainstream narrative revolves around the risk of an overheating US economy and consumer price inflation, David Rosenberg, president and chief economist & strategist of Rosenberg Research & Associates Inc., is the ultimate contrarian voice. In this interview with Real Vision’s Ed Harrison, Rosenberg acknowledges the strength of the US economy and is willing to switch tack if the data warrant it later this year. However, he expects, contrary to most, that the economy’s vigor will fade as government stimulus does and that the post-financial crisis precautionary savings rates to go even higher in this cycle, resulting in less growth and less inflation than is priced into US equities. Rosenberg remains bullish on bonds and on Asian equities, particularly in China. Believing that alpha is king now, he thinks we have entered a stock picker’s world where riding an uptrend through passive investing or in ETFs will not work. Filmed on April 27, 2021. If you want to keep up with Rosenberg's research, you can start a free 30-day trial here: https://bit.ly/3pQ4nyB. Thanks for watching The Interview, the premier business and finance interview series in the world. Subscribe to our channel now for more videos like this one: https://rvtv.io/subscribe Do you want even more content like this? And to see this video before we release it here? Become a member of Real Vision -- get started for 7 days for only $1: https://rvtv.io/membership About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business and the global economy with real in-depth analysis from real experts. Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Facebook: https://rvtv.io/facebook Linkedin: https://rvtv.io/linkedin David Rosenberg: Is US Economic Strength Here to Stay? (w/Ed Harrison) https://www.youtube.com/channel/RealV... For the transcript visit: https://rvtv.io/TheInterview Disclaimer: This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.