This segment offers another worthwhile macro overview. High-risk warning on the defence and gold mining stock “trade ideas,” as Dave says, only “for those with ice in their veins.” Word to the wise.
“There’s not a snowball’s chance in hell we hit the lows in the stock market in advance of a big bond rally.”
“I think by this time next year, inflation is going to be flat. It could even be negative.” While the debate over inflation continues, veteran economist and strategist David Rosenberg believes that inflation will fall faster than people think this year.
He’s also certain there’s zero chance of a soft landing and that a fed pivot is coming. Here is a direct video link.
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