In the first of a two-part interview, Influential economist David Rosenberg explains why “nothing is normal” after the COVID-19 pandemic. He is deeply concerned about the economy’s weakness and the stock market’s vulnerability.
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RECENT PROGRAMS
THE FINANCIAL IMPACT OF PAST PANDEMICS HAS IMPORTANT LESSONS FOR TODAY SAYS HISTORIAN RICHARD SYLLA
The impact of past pandemics on the U.S. economy and markets has important lessons for today says financial historian Richard Sylla, as does the record growth in both monetary and fiscal stimulus.
INFLUENTIAL ECONOMIST PAUL MCCULLEY ON THE LASTING NECESSITY OF RECORD MONETARY & FISCAL STIMULUS
Influential economist and Fed analyst Paul McCulley says the concept of “Helicopter Money” from the government is here to stay and we are in a new era where monetary policy will play a subordinate role to fiscal actions.
REALLY CHEAP MARKETS AND THE PANDEMIC’S HIDDEN TOLL WITH FINANCIAL THOUGHT LEADER ROB ARNOTT
Research Affiliates Chairman and Founder is known for his award-winning market research, innovative financial products, and value-seeking money management. He discusses his contrarian views on the FAANGs, seriously unpopular markets, and the pandemic’s hidden toll.
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EXTRA — “REALLY BAD” TO “BETTER” — FULL INTERVIEW
It was a rare opportunity to have a lengthy and wide-ranging discussion with this highly sought after legend. Because of time constraints, we could only broadcast a portion of it on our TV program so we decided to share the entire interview with you here.
WALL STREET’S #1 ECONOMIST SEES A REALLY BAD ECONOMY GETTING BETTER BUT FEARS A DAMAGING 2ND WAVE
No doubt about it. The stream of economic news is terrible. The pandemic induced shutdown of much of the U.S. economy, Europe and other countries has resulted in stunning declines in employment, income, sales, earnings, government revenues, and overall economic output.
This week’s guest has been following and cataloging all of the economic and policy developments since the beginning of the pandemic and joins us with a summary and update on what it means for the overall economy, businesses, consumers, and investors.
