Raoul Pal & David Rosenberg: The Two-Year Recession

A Real Vision favorite returns, as Raoul welcomes back David Rosenberg to follow up on their conversation from late 2021.

Raoul and Dave talk about where we are now, including an update on Dave’s recession call, what he thinks about inflation, and how the Federal Reserve will react. Raoul also gets Dave’s view on what markets will do and whether he agrees with Raoul’s “buy bonds, wear diamonds” call.

As ever, a conversation between Raoul and Dave is a must-watch, even if their views don’t match your own. These are difficult times, and we need to account for all possible scenarios. Recorded on July 28th, 2022.

Thanks for watching Real Vision Finance!


00:01:04 We Are in the Early Stages of a 2-Year Recession
00:09:59 We’re in a Recession but the Fed is Tightening Policy!
00:16:36 Recoveries Start More Than a Year After the Last Rate Hike
00:25:49 Let’s Pitch In and Buy the Fed a Bloomberg Terminal
00:32:35 Inflation is Going to Come Down Materially in the Next Year
00:49:51 Bonds are the Standout Trade
00:55:00 We are Locked Into a Six-Quarter Recession

#raoulpal #bonds #recession

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#Macro #finance #macroeconomy #markets #financialmarkets #bonds #stocks #oil #gas #commodities #equities #gold

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