Gary Shilling

Dr. Gary Shilling, a renowned economist and President of A. Gary Shilling & Co., offers intriguing insights into the current economic landscape. He discusses the likelihood of an impending recession and how Trump's tariffs are complicating global trade dynamics. Despite these challenges, he expresses confidence in the safety of U.S. Treasuries and the dollar. Shilling also highlights the potential for Indian stocks over Chinese investments and advocates for maintaining strong balance sheets to navigate economic uncertainty.

Gary Shilling, President of A. Gary Shilling & Co., is a prominent economist known for his sharp market insights. In this conversation, he delves into the current economic climate, weighing labor market dynamics and Federal Reserve policies. He shares thoughts on the feasibility of a soft landing versus a recession. Investment strategies take the spotlight, particularly the distinction between bonds and stocks. Shilling also discusses the alarming rise of national debt and its potential repercussions, emphasizing the need for vigilance in economic forecasting.