Declining Interest Rates as Central Banks Scramble to Prop Up the Stock Market (w/ David Rosenberg) – Source – Real Vision (12/03/2019)

David Rosenberg, chief economist at Glushkin Sheff & Associates, sits down with Real Vision’s Ed Harrsion to discuss his investment thesis for today’s turbulent times. He sees interest rates continuing to decline as central banks scramble to prop-up a lofty equity market to avoid a deflationary spiral.

Rosenberg expands on his bullish play on long-term Treasurys and suggests that investors “buy what is scarce” — in this case, counter-cyclical stocks, high-quality long-term bonds, and gold. Rosenberg also touches on political risk, demographic change, and wealth inequality. Filmed on October 4, 2019 in Toronto.



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