2 years ago

Founder of Rosenberg Research Dave Rosenberg thinks the pie-in-the-sky valuations and attitude towards the current broad market are naive, to say the least. David thinks a recession is all but inevitable and he lays out how he is allocating his capital to survive the crash and profit along the way.

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00:00 Introduction
01:49 Are We in a New Bull Market?
04:57 Where is David Allocating Capital?
12:27 What is Driving Debt Deliquency?
18:19 Excess Savings Are Running Out
25:37 Effect of Rate Hikes
33:25 Keep Some Dry Powder
34:34 Canadian Market and Commodities
38:13 Canadian Real Estate
41:17 How to Solve the Housing Crisis
45:22 Tailwinds for Gold