Gary Shilling On Tariffs, Impending Recession, And Why He's Still Betting on the Dollar & Treasuries
The Julia La Roche Show
View ChannelAbout
Hey there! Welcome to The Julia La Roche Show. I started this channel because I wanted to bring more people in-depth conversations with some of the brightest minds in investing, business, and technology. I spent over a decade as a journalist and have interviewed top CEOs like Google, Goldman Sachs, Starbucks, Salesforce, Walmart, and more, as well as leading investors like Paul Tudor Jones, Bill Ackman, Ray Dalio, Jeffrey Gundlach, Charlie Munger, and others. But I've long felt traditional financial media, with its time constraints of 5-7 minute segments, didn't allow for deeper conversations, and guests would frequently get interrupted by the host. As a viewer, I was always left wanting more. My goal with this show is to change that. And I'll promise you I'll always make it about the guest, never me. Please subscribe so you won't miss any of these amazing guests. Thanks for your support. Julia
Latest Posts
Video Description
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. Shilling 01:50 - Historical context: US economic role since World War II 03:34 - Impact of globalization on US manufacturing 04:14 - Trump's changing approach to international trade 06:37 - China's position and recent willingness to negotiate 09:03 - Signs of recession and economic vulnerabilities 12:33 - Bond market volatility and US Treasury outlook 17:18 - Perspective on gold reaching record highs 19:11 - Current investment allocations and strategies 20:21 - Why India may surpass China in global leadership 24:19 - Media coverage of market fluctuations vs long-term outlook 26:47 - Dr. Shilling's history of contrarian economic predictions 29:56 - Assessment of current economic vulnerabilities 32:04 - Consumer debt and "buy now, pay later" trends 33:27 - The US debt bomb and dollar's reserve currency status 36:52 - Potential outcomes of tariff policies 39:43 - Contact information and subscription details 40:42 - 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/).
No Recommendations Found
No products were found for the selected channel.