*This video was recorded on November 2, 2020
They say mixing politics and markets is like mixing oil and vinegar, but not in this case. On this webcast, Jeffrey and David face off on the likely outcome of the election and what the various combinations will mean for stocks, bonds, the dollar, gold and commodities. Watch the replay and find out why, no matter who wins the White House, long-dated Treasuries will remain a source of portfolio stability in an increasingly uncertain and deflationary world; and why 'Chindia' will be the prime area of global growth for years to come.
Jeffrey Gundlach is the Chief Executive Officer and Chief Investment Officer of DoubleLine Capital. He is recognized as an expert in bond and fixed income investments. His investment strategies have been featured in leading publications from around the world In 2013, he was named "Money Manager of the Year" by Institutional Investor. He is a graduate of Dartmouth College summa cum laude holding a BA in Mathematics and Philosophy. He attended Yale University as a PhD candidate in Mathematics.
David Rosenberg is the chief economist & strategist of Rosenberg Research & Associates, an economic consulting firm he established in January 2020. He received both a Bachelor of Arts and Masters of Arts degree in economics from the University of Toronto. Prior to starting his firm, he was Gluskin Sheff's chief economist & strategist. Mr. Rosenberg was also chief North American economist at Bank of America Merrill Lynch in New York and prior thereto, he was a senior economist at BMO Nesbitt Burns and Bank of Nova Scotia. Mr. Rosenberg previously ranked first in economics in the Brendan Wood International Survey for Canada for seven straight years, was on the US Institutional Investor All American All Star Team for four years, and was ranked second overall in the 2008 survey.