Rosenberg interview: Cold truth about the economy and markets

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David Rosenberg, widely-followed chief economist and strategist of Canadian Gluskin Sheff & Associates, yesterday made an impressive appearance on CNBC, discussing the economic and market outlook in a fair amount of detail. The video clips are shared below.

Make sure not to miss Rosenberg’s clear-thinking analysis.

Part 1: Economic outlook

Source: CNBC, July 7, 2009.

Part 2: Inflation threat is years away

Source: CNBC, July 7, 2009.

Part 3: Market outlook – US stock market may have run ahead of fundamentals

Source: CNBC (here, here and here), July 7, 2009.

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1 comment to Rosenberg interview: Cold truth about the economy and markets

  • Heimen Donker

    David Rosenberg and Martin Wolfe, at the Financial Times, are my two favourite economists whom I closely follow. Rosenberg’s CNBC interview this past month was what I needed to hear to formulate my portfolio investment strategy. From my perspective, the world stock markets do not reflect the economic realities.

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