Legendary economist Dr. A. Gary Shilling, President of A. Gary Shilling & Co., an economic consulting firm and a registered investment advisor, joins Julia La Roche on episode on episode 207 to discuss the state of the economy.
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Timestamps:
# Timestamps for Dr. Gary Shilling Interview
00:00 Welcome Dr. Shilling
00:55 Macro view, analysis of labor markets and recent employment data
02:39 Fed's priorities and concerns about labor market softening
03:26 Discussion of upcoming Fed meeting and rate cut expectations
04:59 Explanation of soft landings vs recessions
07:26 Analysis of current economic imbalances
09:14 Assessment of recession probability (40-50%)
12:52 Discussion of economic forecasting as art vs science
16:17 Analysis of bond market outlook
19:36 Discussion of inflation expectations and bond yields
22:42 Portfolio positioning and investment opportunities
24:06 Analysis of India vs China investment outlook
27:11 Assessment of upcoming US election implications
28:49 Discussion of debt and deficit issues
31:15 Analysis of US dollar's reserve currency status
32:36 Closing remarks and contact information
Access Dr. Shilling's monthly newsletter INSIGHT by calling this toll free number (1-888-346-7444) or visiting his website (https://www.agaryshilling.com/).
