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L. McDonald again. 16 August, '24, Bloomberg Canada interview. About 12 min.

edited August 17 in Other Investing
https://www.bnnbloomberg.ca/video/shows/trading-day/2024/08/16/economy-not-going-back-to-normal-larry-mcdonald/

"The economy is not going back to normal." No surprises here. Metals, oil/gas are the places to invest, looking forward, he says. Good questions and response points from the host.
https://www.bnnbloomberg.ca/video/shows/trading-day/2024/08/16/economy-not-going-back-to-normal-larry-mcdonald/

Comments

  • “No visibility on return of invested capital.”

    Didn’t I hear a CEO of a Mag 7 say, “ it’s better to be overinvested in AI than underinvested?”

    We’ll see how the future unfolds.
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