Stay Far Away From Housing and Commodities: Runaway Inflation is Just Noise - Dave Rosenberg

David Rosenberg offers a counter-argument to the inflation narrative - demographics, death, and disruptive tech equals deflation. David believes that the inflation narrative is noise, and that 'runaway inflation' is backed only by headlines and not data. He also argues that housing is massively overvalued and that the real estate bubble will burst when interest rates rise.

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David Rosenberg
President and Chief Economist & Strategist
Rosenberg Research & Associates Inc
https://www.rosenbergresearch.com/

About David

David Rosenberg is the President and Chief Economist & Strategist of Rosenberg Research & Associates Inc., an economic consulting firm he established in January 2020. He and his team have as their top priority providing investors with analysis and insights to help them make well-informed investment decisions.

Prior to Rosenberg Research, David was Chief Economist & Strategist at Gluskin Sheff + Associates Inc. from 2009 to 2019. From 2002 to 2009, he was Chief North American Economist at Merrill Lynch in New York, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings. Prior thereto, he was Chief Economist and Strategist for Merrill Lynch Canada, based out of Toronto, where he and his team placed first in the Brendan Wood survey of Canadian economists for ten years in a row.

Mr. Rosenberg is a frequent contributor to most major financial newspapers and publications in North America and makes regular TV appearances in the financial media. He received both a Bachelor of Arts and Masters of Arts degree in Economics from the University of Toronto.

Timestamps
0:00 Intro
1:57 What's Wrong with the Inflation Thesis?
8:38 Runaway Inflation Headlines Are All Noise
18:03 The Risk Is Not Inflation, It's GDP Dropping
26:09 Housing is Overvalued and the Bubble Will Burst

Stay Far Away From Housing and Commodities: Runaway Inflation is Just Noise - Dave Rosenberg

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