Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
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#249 Dr. Gary Shilling On Tariffs, Impending Recession, And Why He's Still Betting on the Dollar & Treasuries
Manage episode 477892030 series 3510102
Content provided by Julia La Roche. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julia La Roche or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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/).
252 episodes
Share
Manage episode 477892030 series 3510102
Content provided by Julia La Roche. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julia La Roche or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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/).
252 episodes
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Similar to The Julia La Roche Show
Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Some Goodness is hosted by Richard Ellis, a seasoned sales leader passionate about inviting top business minds to share their wisdom. Each episode is only 15-20 minutes, perfect for your commute or workout.
…
continue reading
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