Close Navigation
Learn more about IBKR accounts
David Rosenberg: Adjusting Your Portfolio For A Pending Recession

David Rosenberg: Adjusting Your Portfolio For A Pending Recession

Posted January 27, 2023
Real Vision


“There’s not a snowball’s chance in hell we hit the lows in the stock market in advance of a big rally in bonds.”

“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 is firm in his view that inflation is going to fall faster than people think this year.

He’s also certain that there’s zero chance of a soft landing and that a fed pivot is coming.

In this interview with Samuel Burke, the noted contrarian shares his top three sector picks for investors right now. Recorded on January 19, 2023.

Originally Posted January 25, 2023

Disclosure: Interactive Brokers

Information posted on IBKR Campus that is provided by third-parties does NOT constitute a recommendation that you should contract for the services of that third party. Third-party participants who contribute to IBKR Campus are independent of Interactive Brokers and Interactive Brokers does not make any representations or warranties concerning the services offered, their past or future performance, or the accuracy of the information provided by the third party. Past performance is no guarantee of future results.

This material is from Real Vision and is being posted with its permission. The views expressed in this material are solely those of the author and/or Real Vision and Interactive Brokers is not endorsing or recommending any investment or trading discussed in the material. This material is not and should not be construed as an offer to buy or sell any security. It should not be construed as research or investment advice or a recommendation to buy, sell or hold any security or commodity. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

IBKR Campus Newsletters

This website uses cookies to collect usage information in order to offer a better browsing experience. By browsing this site or by clicking on the "ACCEPT COOKIES" button you accept our Cookie Policy.