| Inflation? No Worries says David Rosenberg |
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David Rosenberg, Dr. Quinton Hennigh and Eric Coffin return as guests on this week’s program.
While most investors believe a rising CPI in America is a serious economic threat, David thinks those worries are very much overblown. He says that what's going on isn't a fundamental shift, but rather a pendulum swinging back to the opposite extreme following the sudden deflationary demand shock caused by the pandemic. Rosenberg argues that the factors that contributed to this surge in prices are already starting to fade. Given that view, how then is David positioning his investments at a time when by almost any metric you name, U.S. stocks are as overvalued as at any time in history.
Eric provides his views on key metals markets, and following the May 26 report of a 123.6-meter drill intercept grading 122.7 grams/tonne silver equivalent by Eloro Resources on its Iska Iska project, Quinton talks about the potential economic significance of this emerging world class discovery. |
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