Podcast appearances and mentions of Gary Shilling

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 249 to discuss the state of the economy.Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia In this episode, Dr. Shilling explains why he believes we are headed for a recession, if not already in one. He analyzes how Trump's tariff policies are disrupting global trade relationships and creating economic uncertainty while simultaneously forcing countries like China to the negotiating table. Despite these headwinds, Dr. Shilling reveals why he remains bullish on US Treasuries and the dollar as safe havens, shares his optimistic outlook on Indian stocks over Chinese investments, and advises listeners to build "fortress-like balance sheets" to weather the coming economic storm.Timestamps:00:00 - Introduction and welcome back Dr. Shilling01:50 - Historical context: US economic role since World War II03:34 - Impact of globalization on US manufacturing04:14 - Trump's changing approach to international trade06:37 - China's position and recent willingness to negotiate09:03 - Signs of recession and economic vulnerabilities12:33 - Bond market volatility and US Treasury outlook17:18 - Perspective on gold reaching record highs19:11 - Current investment allocations and strategies20:21 - Why India may surpass China in global leadership24:19 - Media coverage of market fluctuations vs long-term outlook26:47 - Dr. Shilling's history of contrarian economic predictions29:56 - Assessment of current economic vulnerabilities32:04 - Consumer debt and "buy now, pay later" trends33:27 - The US debt bomb and dollar's reserve currency status36:52 - Potential outcomes of tariff policies39:43 - Contact information and subscription details40:42 - Closing advice: maintaining a "fortress-like balance sheet"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/).

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. ✨ This episode is sponsored by Public.com. Lock in your 6.6% yield: https://public.com/julia ✨ Paid endorsement for Public Investing, Inc. Not investment advice. All investing involves the risk of loss, including loss of principal. Brokerage services for US Listed and registered securities, options and Bonds in a self-directed brokerage account are offered by Public Investing. ETFs, options and Bonds are available to US members only. *A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 fractional investment-grade and high-yield bonds. The 6.6% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 9/18/2024. A bond's yield is a function of its market price, which can fluctuate, and a bond's YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. While corporate bond yields should fall in reaction to a Federal Reserve rate cut, we cannot know whether that will be true of the bonds in the Bond Account, how quickly bond yields will respond, or how much they will decline. Public Investing charges a markup on each bond trade. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. Fractional Bonds also carry risks including liquidity risk, interest rate risk, credit risk, inflation risk, and potential tax liabilities. Read more about the risks associated with fixed income and fractional bonds and learn more about the Bond Account at https://public.com/disclosures/bond-account. 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/).

Sep 5, 2024 – FS Insider sits down with Dr. Gary Shilling, President of A. Gary Shilling & Co., to discuss his outlook on the markets and the economy in the months ahead. In this conversation, Gary and FS Insider host Cris Sheridan delve into...

Dr. Gary Shilling, a renowned financial analyst & economic expert, joins us to discuss the US economy, FED policies, the labour market, the impact of technology and AI on productivity and forecasting based on historical patterns. Dr Shilling shares his "The Big Short" story and how he is investing in a crash scenario in 2024. #recession #marketcrash #debt ------------ Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver ------------ Guest: Dr. Gary Shilling, President Company: A. Gary Shilling & Co., Inc.

Was für eine Rally! Der Aktienmarkt legte die beste Woche dieses Jahres hin und einen der besten Starts in den Mai seit 1960! Wie weit kann das noch führen? Der Dax markierte ein neues Allzeithoch und schloss bei knapp 18.800 Punkten! Kann das gut gehen? Und warum steigen die Kurse überhaupt so stark? Es kündigt sich große Erleichterung bei der Inflation an und auch die Wirtschaft kühlt sich etwas ab. Das benötigt die amerikanische Notenbank Fed dringend, um die Inflation in den Griff zu bekommen und möglicherweise die Zinsen zu senken. Spannend ist, was die Futures beim Ölpreis verraten und deswegen nenne ich dir 10 Gründe, warum die Kurse weiter steigen werden. In dieser Woche sind stark gefallen die Walt Disney Aktie und die Palantir Aktie. Bieten sich jetzt Chancen für Nachkäufe? Goldman Sachs sieht ein Kurspotenzial von 50% bei der Sunrun Aktie und die Berichtssaison überraschte positiv in den USA. Allerdings warnt ein Wall-Street-Veteran gerade vor einem sprunghaften Anstieg der Arbeitslosigkeit. Gary Shilling hat bereits die Finanzkrise 2007 vorhergesehen und sieht die USA bis Jahresende in eine Rezession stürzen. Der Aktienmarkt würde dann um 30% fallen! Sorge bereitet auch gerade der US-Verbraucher. Das Sentiment trübt sich ein und immer mehr Amerikaner leben über ihre Verhältnisse und türmen sogenannte Phantom-Schulden auf durch "Buy now – pay later". Viele Amerikaner geben sogar an, dass sie die Kontrolle über ihre Finanzen verloren haben....

"When trading, are you more interested in being right, or are you more interested in making money? And I ultimately just look at it like ‘I just want to make money, and…make the best returns I can', and so therefore I need to stay open to different ideas.” - Kevin Muir--This week's episode features another one of Chase's greatest mentors, Kevin Muir. Kevin is a prototype of the kind of investor we're trying to highlight on this podcast. He's a markets scientist who isn't afraid to explore new ideas and find himself wrong after that process. His open-mindedness has led him to some great theories that we dig deeper into for this episode. --Timestamps:-- (00:01) - Intro-- (03:19)- Kevin's Charity: Covenant House-- (04:39) -Why Kevin loves the markets-- (05:39)- James Aiken's philosophy on overload-- (10:56)- How Kevin discovered MMT wasn't the stupidest thing he ever heard-- (15:10)- Tim Urban and the “high rung” approach to ideas--(17:41)- How do you intentionally stay open to new ideas?--(23:55)- Systematic Investing Flows--(30:01)- Tried and True Indicators can't always help (Yield Curve Inversion)--(39:25)- Must Read Books for Traders --(45:27)- Between Two Pines--(53:25)- Simple morning rituals set you up for a full day of markets, and you should adjust your reading to the macro environment--(56:18)- Different life priorities led Kevin from working at a bank to operating the Macro Tourist --(1:01:43)- “New techs” cause mini-rolling bubbles and never underestimate the stupidity of regional bank CEOs--(1:07:14)- Plugs--This Episode's Charity:The Covenant House of Toronto aims to serve youth who are homeless, trafficked, or at risk. They're located in the heart of Toronto and offer youth ages 16-24 essential services such as medical care, food, and shelter. Kevin and Chase raised $100 for charity this week! --Referenced in the Show:What's Our Problem?: A Self-Help Book for Societies by Tim UrbanIs Inflation Ending: Are You Ready? by A. Gary Shilling and Kiril Sokoloff The Logical Trader: Applying a Method to the Madness by Mark FisherThe Alchemy of Finance by George SorosKevin's Interviews of Jim Leitner on The Market Huddle: Check out this episode's blog post--Guest Plugs:Kevin's The Macro Tourist SubstackKevin's X: https://twitter.com/kevinmuirKevin's email: kevin@themacrotourist.com--Pinecone Macro Research aims to provide unique, well researched analysis of the global markets using a macro framework. Find us here: www.pineconemacro.com Follow us and the show on Twitter: @PineconeMacro &

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 157 for a wide-ranging conversation on the economy.  In this episode, Dr. Shilling discusses the current economic picture, including the possibility of a soft landing and signs of a potential recession. He highlights the narrowing focus of the stock market and the amount of speculation in certain areas. Dr. Schilling also discusses the labor market, the Federal Reserve's interest rate policy, and the impact of inflation on interest rates.  Elsewhere, he shares his investment themes, including the US dollar and the preference for US Treasuries. Dr. Shilling addresses the debt situation in the US. He also points to the risks in commercial real estate.  He concludes by emphasizing the importance of finding hidden flaws and going against the consensus in making investment decisions. You can 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/). 00:00 Introduction and welcome Dr. Shilling 01:01 Current macro picture, economy isn't looking like it's going into a major recession 06:21 Not a healthy economy, highly dependent on labor market and employment 07:07 Federal Reserve and interest rate policy 10:09 Consumer bifurcation 11:35 Interest rates 17:40 Hidden flaws  21:00 Investment themes 25:35 US Treasuries  27:26 Debt situation in the US 32:12 Bubble on the radar? Commercial real estate  36:42 Conclusion

This week host of Retirement Lifestyle Advocates radio, Dennis Tubbergen, talks with Dr. A. Gary Shilling, publisher of the Insight newsletter, about the state of the US economy and the possibility of a recession. Dr. Shilling points out several recessionary indicators, such as declining consumer intentions to buy houses and cars, declining consumer confidence, and…

Get your tickets to VRIC: https://bit.ly/418Uqj5 In this interview, renowned economist Dr. Gary Shilling delves into the complexities of global markets and investment strategies. He provides a nuanced analysis of China's top-down societal structure, discusses the merits of a risk-off portfolio, and shares strategies for shorting stocks. Dr. Shilling also explores the potential of Treasury bonds, the role of the dollar as a safe haven, and offers his take on commodities. He weighs in on India's growth potential, China's shifting global influence, and the coherence of the BRICS nations. This video is a must-watch for anyone interested in understanding the subtleties of global economics and investment tactics. The Commodity University: https://thecommodityuniversity.com Sign up for my free weekly newsletter at https://jaymartin.substack.com/subscribe Be part of our online investment community: https://cambridgehouse.com https://twitter.com/JayMartinBC https://www.instagram.com/jaymartinbc https://www.facebook.com/TheJayMartinShow https://www.linkedin.com/company/cambridge-house-international Copyright © 2022 Cambridge House International Inc. All rights reserved.

Yea though I walk through the valley of the shadow of the recession, I shall fear no Gary Shilling. Gary has been a permanent bear in the markets, but he did call and make a lot of money of The Great Recession. Now he is saying you can expect stocks may crash 30%, a recession looks imminent, and commercial real estate is a bubble about to burst. We give you 8 of his best quotes from a new interview. Chris, Saied and Haroon once again break down the impossible mess of the housing market. And, then place all tray tables and seat backs in their locked and upright positions because the boys are going all in on OpenAI's massive CEO debacle. Sponsored By Transcend Company:TRANSCEND your goals! With a telehealth physician directed personalized treatment plan you can get a PERSONALIZED PLAN for Peptide Therapy, Hormone Replacement Therapy, Cognitive Function, Sleep & Fatigue, Athletic Performance and MORE. Their online process and medical experts make it simple to find out what's right for you. Click the link and start today: http://www.transcendcompany.com/THSPResources:Stocks may crash 30%, a recession looks imminent, and commercial real estate is a bubble about to burst, market prophet says. Here are Gary Shilling's 8 best quotes from a new interview (Business Insider)The US Housing Market Has Become an Impossible Mess (Bloomberg) OpenAI Investors Try to Get Sam Altman Back as CEO After Sudden Firing (Wall Street Journal)OpenAI's Unusual Corporate Structure Gave the Board Complete Control (Chartr Daily via Instagram)Disclaimer: Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these terms, and the show, its hosts and employees are not liable for any consequences arising from your use of the content.

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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 120 for a wide-ranging conversation on the economy. In this episode, Dr. Shilling predicts an imminent recession, citing key indicators such as the inverted yield curve and actions of the Federal Reserve, which is determined to curb inflation even at the risk of triggering a recession. He expects the Fed to be slower in cutting rates in the event of a recession, emphasizing their focus on ensuring inflation is under control and considering the labor market's slower response to economic changes. Elsewhere, Shilling explores the correlation between Treasury bond yields and inflation, indicating that excess supply leads to lower inflation and, thus, lower interest rates. He believes the peak of interest rates has been reached and expects a rally in Treasuries.  He also shares his investment approach, favoring long treasuries, the US dollar, and short positions in stocks and commodities like copper. He's skeptical about the potential of commercial real estate and sees it as a current bubble. 0:00 Welcome Dr. Gary Shilling to the show 0:53 Macro picture today, recession outlook  3:40 Federal Reserve's 2% inflation target  4:30 Globalization  6:30 Rates and inflation  12:18 Bond market  15:20 Hard landing  18:13 What's ahead for the Fed?  20:00 Higher for longer? Maybe, but I'm not convinced 21:17 Winners and losers in this environment?  23:44 Oil  26:26 U.S. Dollar outlook  28:09 Agnostic on gold  29:13 Bullish on Treasuries  30:46 Housing  37:37 A contrarian?  40:27 Commercial real estate bubble  42:46 Forecasting as an art  46:00 Beekeeping  51:20 Parting thoughts 

Oct 6, 2023 – US national debt is rising at a very fast clip and Dr. Gary Shilling explains how this could lead the US into a so-called debt trap or 'debt bomb'. What does that mean and what could that look like? Gary explains his view on this and...

Elliott Stein, Senior Analyst with Bloomberg Intelligence, joins to discuss the news regarding Jeffrey Epstein, JP Morgan, and US Virgin Islands. Brent Schutte, Chief Investment Officer at Northwestern Mutual, joins to discuss markets, investing, and outlook for the economy. Joel Levington, Director of Credit Research at Bloomberg Intelligence, joins to discuss the UAW strike and the profit headwinds facing the auto industry. Aubyn Hill, Minister of Industry, Investment, and Commerce in for the Jamaican government, joins to discuss Jamaica's rare credit upgrade and outlook for the country's finances. Gary Shilling, president at A. Gary Shilling & Co., joins to discuss his outlook for markets, the Fed, and rate hikes. Tim Duy, Chief US Economist at SGH Macro Advisors, joins to discuss the Fed's most recent decisions and outlook for the economy. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Join us on a captivating journey as we dissect economic predictions and investment strategies with the acclaimed Gary Shilling. In this episode, we go beyond the ordinary and unearth overlooked opportunities that can reshape your investment decisions. We delve into Gary's unique principles for assessing the economy and financial markets, and unveil his predictions that shaped the bond rally in the '80s. A fascinating discourse awaits you as we unravel the intricate interplay of technology, labor, and product pricing.As we continue our exploration, we venture into the potential repercussions of the Industrial Revolution on the workforce and the anticipated implications of artificial intelligence on job security. Are we on the brink of another recession? We analyze the current yield curve and leading indicators to answer this question and investigate the apparent disconnect between the stock market narrative and the reality on the ground. We open a window into consumer behavior, highlighting the hesitation to spend in the current economic climate.Lastly, we rewind to the 1974 recession, breaking down the impact of the Federal Reserve's policy rate and extrapolate the potential effects of a similar downturn on the current economy. Will real estate take a hit? Are layoffs imminent? How will consumer and capital spending be affected? We delve into these pressing questions. Wrapping up, we examine the impact of external crises on the Federal Reserve's policy rate, the potential of a 30% decline in the S&P 500 index, and the susceptibility of stocks in relation to inflation-adjusted yields. This episode is a deep-dive into the dynamics of the economy that you won't want to miss!ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.The Canadian Money RoadmapDiscover strategies to save, invest, and grow your money effectively.Listen on: Apple Podcasts SpotifyFoodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

The US economy appears to be driven by two forces; the Federal Reserve, which is raising interest rates in an attempt to get inflation back to its 2 percent target, and the investors who have thus far been able to maintain the status quo on employment and the stock market. On this week's Retirement Lifestyle…

The cost of college has risen so much that more than half of Americans no longer think a college education is “worth it.” We have reached the point where the cost of a four-year degree will likely be the second-largest expenditure in your lifetime, second only to your house. Students are literally mortgaging their futures to pay for college. What happens next for higher education, and how should prospective students and their parents weigh their options? These are the topics of this week's Global Macro Update. Economist Dr. Gary Shilling joins us with his thoughts on the cost of higher education and alternatives to the college track.

May 11, 2023 – Dr. Gary Shilling at A Gary Shilling and Co, joins FS Insider to discuss his most recent Insight newsletter looking at the prospects for an unfolding recession through the second half of this year. Gary and FS Insider host Cris Sheridan...

“Bank regulators were really asleep at the switch. They had all the red flags for Silicon Valley Bank back in 2019. They raised concerns, but they never forced any actions. The rating agencies were asleep at the switch as well. They were rating Silicon Valley Bank and Signature Bank as investment grade securities right up…

Jan 17, 2023 – FS Insider speaks with Dr. Gary Shilling to get an update on his economic and market outlook for 2023. Gary believes the US and global economy is going to experience a recession this year for a few important reasons...

Housing prices are really just starting to crack, but I think we could see a 15-20% decline in housing prices over the next three or four quarters. This week on Retirement Lifestyle Advocates radio, our guest, Dr. A. Gary Shilling talks with your host Dennis Tubbergen about the state of the economy, inflation, and what…

Mandeep Singh, Senior Technology Analyst with Bloomberg Intelligence, joins the show to talk about the huge job cuts coming to Intel and Uber and Lyft shares sliding yesterday following Labor Department worker reclassification proposals. Vince Cignarella, Global Macro Strategist with Bloomberg News, and Anna Wong, Chief US Economist with Bloomberg Economics, join the show to discuss outlook for stocks, rising credit card balances, and Bloomberg Economic's preview of Fed Minutes, in which they warn of a wage-price spiral. Gary Shilling, President at A. Gary Shilling & Co. Inc., talks about the Fed and the global economy. Matt Winkler, Bloomberg editor-in-chief emeritus, joins the show to discuss his recent column on Israel's politics and economy. George Ferguson, Senior Aerospace/Defense and Airlines analyst with Bloomberg Intelligence, joins the show to talk about his recent research on Frontier Airlines, the airline industry, and outlook for upcoming earnings. Ken Shea, Senior Analyst: Beverages, Tobacco/Cannabis with Bloomberg Intelligence, joins the show to talk about Pepsi earnings, Monster Beverages sliding in the premarket, and outlook for food and beverage prices amid economic headwinds. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Hosts Guy Johnson and Alix Steel speak with Bloomberg's Ven Ram, Jamie Rush, Rosalind Mathieson, Ed Ludlow, and Michael McKee. Plus, they hear from President of Gary Shilling & Co, Gary Shilling. Producer: Sara Livezey

 Are stocks cheap? Jeremy Siegel, Gary Shilling, and CNBC think they've got the answer, but Danny's not so sure. The shop digs into SEC Registration, the state of the Recession (and whether or not it actually exists) and introduce new Revere Research Analyst Ted Zhang to the show before diving into Nuclear Energy amid […] The post Radioactive Nuclear Stocks | Your Money Podcast – Episode 417 appeared first on Revere Asset Management.

Aug 10 – FS Insider speaks with Gary Shilling, President of A Gary Shilling and Co., to discuss his outlook on the economy, consumer spending, and housing. Gary explains how housing is a significant contributor to economic growth and...

The recent decline in commodity prices has provided a rare respite for central banks trying to rein in high inflation. But are the energy and food crises afflicting the world actually easing? In the latest episode of Exchanges at Goldman Sachs, commodity bull Jeff Currie, Goldman Sachs' Global Head of Commodities Research, and commodity bear Gary Shilling, President of A. Gary Shilling & Co., debate whether the recent commodity price declines will prove temporary or more lasting while Meghan O'Sullivan, Professor at Harvard University, discusses the geopolitical implications of the commodity crisis and Chris Barrett, Professor at Cornell University, dives deep into the global food crisis and explains what could solve it. This episode is based off of Goldman Sachs Research's latest Top of Mind report. 

I think we’re going to have a lot of economic weakness now. But nothing as severe as the subprime mortgage collapse that we saw in 2008. That's the forecast from this week's guest on Retirement Lifestyle Advocates radio, Dr. A. Gary Shilling. Your host Dennis Tubbergen talks with Dr. Shilling about what he believes is…

I think we’re going to have a lot of economic weakness now. But nothing as severe as the subprime mortgage collapse that we saw in 2008. That's the forecast from this week's guest on Retirement Lifestyle Advocates radio, Dr. A. Gary Shilling. Your host Dennis Tubbergen talks with Dr. Shilling about what he believes is…

Matt Stucky, Senior Portfolio Manager at Northwestern Mutual, discusses markets, the economy, and investing amid rising interest rates and inflation. Gary Shilling, President of A. Gary Shilling & Co., a New Jersey consultancy, and Bloomberg Opinion columnist, discusses the US economy and the outlook for a recession. Reade Pickert, US economy reporter and editor with Bloomberg News, discusses the economic outlook for the second half of the year. Rayne Guest, CEO at ARROWCLEAN, discusses the supply chain and how her business tries to disrupt the cleaning and disinfectant market in a sustainable way. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

Our guest this week on Retirement Lifestyle Advocates radio is Forbes columnist, Dr. A Gary Shilling. In his conversation with your host Dennis Tubbergen, he said, “We are going to see a lot more weakness in housing. It’s already started. If you look at existing-home sales in February, they were down 7.2% from January. And…

Our guest this week on Retirement Lifestyle Advocates radio is Forbes columnist, Dr. A Gary Shilling. In his conversation with your host Dennis Tubbergen, he said, “We are going to see a lot more weakness in housing. It’s already started. If you look at existing-home sales in February, they were down 7.2% from January. And…

This week, we continue talking about home ownership and compare the financial impact of renting vs owning a home. We talk through common costs and benefits to home ownership, the average US homebuyer and home purchase, how local markets should affect your decision, and how policy and structural forces influence who benefits most. Sources: “Is Buying a Home a Good Investment?” Nick Holeman, CFP “Millenials Should Be Happy They are Stuck Renting,” Gary Shilling (paywall) “Where to Buy: Price-to-Rent Ratio in 84 U.S. Cities,” Nice Wallace “OK Boomer: Renting is Better than Owning,” A Lawyer and Her Money: Financial Freedom for Female Lawyers Blog. “Is There an Upside to Renting?” Carrie Schwab-Pomerantz

There's a great deal of anticipatory borrowing and inventory building that’s going on driven by this mortal fear of not having enough stuff for Christmas. Retailers have been encouraging people to buy ahead, and saw we just had reports from Walmart and Target that their inventories have really leaped. Our guest this week on Retirement…

In our legal segment will examine legal and economic issues impacting lenders, landlords and investors, including Fed tapering of QE,  increased federal regulation of crypto currency, including stable coins and the end of mortgage forbearance. Then join Spencer at the Shootout at the Inflation and Deflation Corral. In late July of this year,  he  interviewed Steven Van Metre  a well-known financial advisor,  and in August he interviewed renown economist A. Gary Shilling,   Both are contrarians calling for near term deflation and  bond and mortgage rates to decline to as low as 1% in the near future. In this interview, he will give you excerpts from both interviews and then will present his interview with Kevin Muir a well-known market trader and an inflationist, to get the other side of the story. Stay tuned as Truth Serum presents the Shootout at the Inflation and Deflation Corral.  Anyone following the stock, bond or RE market should listen carefully because backing the wrong gun fighter, may turn out to be the worst decision you made in 2021 and 2022.   Disclaimer: None of the legal, or financial opinions or information expressed in this podcast may be relied on as legal, or investment advice by Scheer Law Group, LLP. Laws and economic issues  affecting the subjects of this podcast change daily. This mandates specific review of legal or economic issues of interest or concern to you with legal counsel or financial advisors who are experienced in the areas of law or finance discussed in this podcast.   For more on Scheer Law Group, LLP, go to www.scheerlawgroup.com

Hear it now before it happens! Spencer interviews preeminent economist A. Gary Shilling! Our Legal Segment takes you faster than the “Speed of Fright” and gives headlines of new and proposed laws affecting Lenders, Landlords and Investors. Finally, in our Where is the Love Segment: Listen in as Spencer finishes his interview of America: Election fraud, the death penalty, marijuana use and racism are some of the subjects of big concern to America. Find out what Americans have to say if they were President of the U.S. for one day and could do one thing to make this country better.   Disclaimer:  None of the legal, or financial opinions or information  expressed in this podcast may be relied on as legal, or investment advice by Scheer Law Group, LLP.  Laws and economic issues  affecting the subjects of this podcast change daily. This mandates  specific review of legal or economic issues of interest or concern to you with legal counsel or financial advisors who are experienced in the areas of law or finance discussed in this podcast.   For more on Scheer Law Group, LLP, go to www.scheerlawgroup.com

Joe Quinlan, Merrill and Bank of America Private Bank Head of CIO Market Strategy, says technology and health care will lead the recovery from the pandemic. Dean Curnutt, Macro Risk Advisors CEO, explains why he thinks gold deserves increased allocation in portfolios. Rep. Trey Hollingsworth, U.S. Representative for Indiana's 9th congressional district, says there is not enough money in Washington, D.C. to save businesses in the long term., Michelle Meyer, Bank of America Securities Head of U.S. Economics, says the unemployment rate will rise, but the month of April was the worst in terms of job destruction. Gary Shilling, A. Gary Shilling & Co. President and Bloomberg Opinion Columnist, thinks this will be the greatest shock to the world's economy since World War II. Joshua Sharfstein, Johns Hopkins University Bloomberg School of Public Health Vice Dean for Public Health Practice and Community Engagement, says opening retail requires more than masks and gloves. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, says the single most important thing that we could see as a sign of backstopping confidence in the financial markets right now would be a meeting between President Trump and Speaker Pelosi and Senator Schumer. Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, says the market sell-off is sheer panic. Christian Schulz, Citi Economics Team Director, discusses the need to "socialize losses" as central banks and governments combat the economic fallout from the coronavirus. Gary Shilling, Bloomberg Opinion Columnist & A. Gary Shilling & Co. President, says we are probably in a recession already. Marcus Ashworth, Bloomberg Opinion Columnist, says the world is looking at the U.S. to do something big and soon. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

"Rob Black & Your Money" - Radio Show August 13 - KDOW 1220 AM (7a-9a) Rob Black talks about Hong Kong, the changing media landscape, and chats with Briefing.com's Chief Market Analyst Patrick O'Hare as well as Gary Shilling. Gary will be at the San Francisco Money Show along with Rob Black and CFP Chad Burton, host of New Focus on Wealth, this Friday.See omnystudio.com/listener for privacy information.

The 7AM Hour - Rob Black talks DOW up 400 and interview's Gary Shilling.See omnystudio.com/listener for privacy information.

Angel Gurria, OECD Secretary General, says he is not predicting a recession. Catherine Mann, Citi Research Global Chief Economist, says even the U.S. cannot escape the global slowdown. Gary Shilling, A. Gary Shilling President, says strong economic growth brings income polarization. Miranda Carr, Haitong International China Macro Strategist, says nobody is expecting a final deal between the U.S. and China by March 1.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Neil Shearing, Capital Economics Group Chief Economist, says the key question now is whether Theresa May can go back to Brussels to negotiate changes. Marc Chandler, Bannockburn Global Forex Strategist & Managing Partner, says there will be downward pressure in the rupee until the Indian central bank's independence is reestablished. Gary Shilling, A. Gary Shilling & Co. President & Bloomberg Opinion Columnist, thinks we are in a very deflationary world. Cheryl Bolen, Bloomberg Government's White House Reporter, discusses the responsibilities of the next White House Chief of Staff.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Gordon Johnson, Vertical Group Managing Director & Analyst, thinks Tesla's positive numbers in 2Q and 3Q are not repeatable. Gary Shilling, A Gary Shilling & Co. President, says we are basically in a deflationary war. Christian Schulz, Citi Economics Team Director, previews the ECB Meeting today. And Gene Munster, Loup Ventures Managing Partner & Co-Founder, forecasts Apple's future in autos.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Las Vegas to Vancouver to Las Vegas I'm recording today's podcast from my hotel room in Vancouver, Canada.  I'm up here for a couple of days at the 2018 Vancouver Resource Investment Conference and actually I left Las Vegas to come here; I am at the Las Vegas Money Show, I was there yesterday and I will be back again tomorrow for another talk, and on Thursday I am flying to Puerto Rico for another conference before heading back to Weston, Connecticut for the summer. Debating Bonds with Gary Shilling I was on a panel yesterday in Las Vegas at the Money Show and it was moderated by Mark Skousen, and one of the guys on the panel with me was Gary Shilling. And I've been arguing with Gary Shilling for a long time; there are plenty of YouTube videos of Shilling and myself over the years, arguing. He is basically a perma-bull when it comes to U.S. Treasuries. He is always bearish on the stock market and he's always bullish on the bond market.  For a while, he was right to be bullish on the bond market, because we had a huge bull market in bonds. But the bull market appears to be over, yet Gary Shilling is as bullish as I have ever seen him on the U.S. bond market. He is also bullish on the dollar; I guess if you are always bullish on the bond market you are also bullish in the dollar because bonds are dollar I.O.U.'s. Shilling: China Would Never Sell U.S. Bonds Now I think this is one of the times when Gary Shilling is dead wrong.  One if the points that he made that I challenged him on was when he started talking about China.  He said the Chinese would never sell their U.S. Treasuries because if they sold them, the prices would collapse, and they would be destroying their own portfolio; therefore they are not going to sell because they do not want to destroy the value of the assets they might want to sell. China Can Just Let Their T-Bills Mature I pointed out to Gary that the Chinese don't have to sell any Treasuries to get out of them.  They simply have to let them mature. Then it is not China who has to sell the Treasuries, but the U.S. Treasury who has to find a new buyer to replace China.  If China were dumb enough to own a lot of 30-year government bonds, then they would have to put those bonds on the market.  That would affect the price.  In fact, if you were China, and you owned a trillion dollars worth of 30-year bonds, and you did try to sell, the price would collapse.  China may be dumb, but they are not that dumb. They own a lot of T-bills, so they will mature in 30 days, 60 days, 90 days; they don't have to sell anything.  

Ed Morse, Citi Research Global Head of Commodities, says there's been an acceleration of risk-on, risk-off. Gary Shilling, Gary Shilling & Co. President, says there are a lot of deflationary forces out there. David Kirkpatrick, Techonomy Media Founder & CEO, says he is relatively, cautiously optimistic for the future of Facebook. Kevin Cirilli, Bloomberg Chief Washington Correspondent, recaps reports that House Speaker Paul Ryan will not seek reelection.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Gary Shilling, A. Gary Shilling President, says complacency in the markets is extreme. David Kirkpatrick, Techonomy Media CEO, says he's seen user saturation coming for Facebook for some time. Kate Warne, Edward Jones investment strategist, advises investors to prepare for volatility. Mike Jackson, AutoNation CEO, says he's very concerned about the conversation around NAFTA.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Chuck Gabriel, president of Capital Alpha Partners, says Trump doesn't have to play a heroic role, just a less destructive one. Gary Shilling, president of A. Gary Shilling & Co., says massive tax reform is due in the U.S. Finally, Jacques Rousseau, the managing director of global oil and gas at Clearview Energy Partners, says there's a disconnect in gas consumption data. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Gary Shilling, president of A. Gary Shilling and a Bloomberg View columnist, discusses the Japanese Yen and says China's growth is slowing. Prior to that, Gina Martin Adams, Bloomberg Intelligence's chief U.S. equity strategist, says S&P 500 valuation's at a 15-year high, but may not have found its peak. Nancy McLernon, CEO of the Organization for International Investment, says lobbying gets a bad rap but it's educating. Toby Cosgrove, CEO of Cleveland Clinic, says we haven't gotten the right aspects of health-care reform. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Gary Shilling, president and founder of A. Gary Shilling, and Kroll Bond Rating Agency's Chris Whalen, discuss their outlook for the European banking industry. Then, Oppenheimer's Fadel Gheit discusses oil, the OPEC meeting and Donald Trump's possible pick for Secretary of State, Rex Tillerson. Finally, Harm Bandholz, Unicredit's chief U.S. economist, says the Fed will keep the dot forecasts flat. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Algebris Investments' Alberto Gallo says Deutsche Bank will take 10 years to fix. Gary Shilling, president of A. Gary Shilling & Co., says he's raised cash holdings to 50 percent, the highest ever. Selzer & Co. President Ann Selzer discusses the latest Bloomberg Politics poll showing Trump and Clinton deadlocked before tonight's debate. John "Jack" Bogle of Bogle Financial Markets and founder of Vanguard Group weighs in on mutual fund costs and calls them outrageous. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com