Real Vision: Finance & Investing A Rolling Recession or a Hard Landing? ft. David Rosenberg & Liz Ann Sonders
15 snips
Sep 30, 2023 
Liz Ann Sonders and David Rosenberg discuss the possibility of a rolling recession or a hard landing for global markets. They explore various topics including the impact of the pandemic on the economy, inflation, transitioning to a new secular era, labor market dynamics, and decreased flexibility. Additionally, they analyze the performance of US stocks versus non-US stocks and emphasize the importance of broadening and equal weight within the market.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
The Nature of the Pandemic and its Impact on the Economy
02:07 • 11min
Exploring Inflation and the Labor Market
13:25 • 4min
Transitioning to a New Secular Era
17:20 • 13min
Labor Market Dynamics and Changing Global Environment
29:52 • 4min
Impact of Decreased Flexibility and Inflation Expectations on the Economy
33:27 • 28min
Discussion on US and Non-US Stock Performance and a Kroger Brand Product Promotion
01:01:52 • 2min