Life Has Changed & “Homebody” Investments Will Flourish [2020]
Автор: WEALTHTRACK
Загружено: 2020-06-19
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Investing in the “Homebody” Economy. Part II of influential economist David Rosenberg’s “nothing is normal” outlook.
This week, in Part 2 of our interview with Rosenberg, he focuses on the markets. He says it is impossible to reconcile one of the highest unemployment rates since the Great Depression with the recent biggest 50-day post bear market rally in the S&P 500’s history and that something has to give. Despite the market’s impressive performance since the March lows, he remains bearish, calling the experience a classic bear market rally. In this week’s interview, we discuss what has led him to this conclusion.
Rosenberg will also explain why he believes the pandemic has brought about a fundamental shift to what he calls a “Homebody Economy”, and what that means for investors. He agreed to share his list of “How to invest in the Post-Crisis ‘Homebody’ Economy” with us on our website.
WEALTHTRACK #1651 broadcast on June 29, 2020
More info: https://wealthtrack.com/this-is-a-bea...
Letter from the “Non-Bearish” Chief Economist: https://wealthtrack.com/wp-content/up...
Part 1: • Why Nothing Will Be Normal* [2020]
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