Join David Rosenberg as he discusses his skepticism about the equity market's exuberance and warns of potential risks. The U.S. households now have 70% of their balance sheet in equities and the bullish market sentiment is at a all time high. This doesn't bode well especially for baby boomers who may not have the time to recover when the bear market strikes. Dave highly recommends diversifying into other geographies and asset classes.
With an upcoming Fed easing cycle and potential for a weaker US dollar, he suggests the bond-bullion barbell as a prudent strategy.
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