Gary Shilling PhD's Contributions

Gary Shilling: What's Happening in Economy Much Bigger Than Upcoming Fed Decision

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...

Gary Shilling Discusses US 'Debt Bomb', 2024 Outlook

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...

Gary Shilling on Bank Tightening, Debt Ceiling, and Jobless Claims Spike

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...

Gary Shilling's 2023 Outlook

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...

Gary Shilling on Economic Outlook, Housing Bubble Impact

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...

Gary Shilling Says He Is Shorting Areas of the Market and Commodities Have Peaked

Jun 22 – In today's FS Insider episode, we continue our discussion with Gary Shilling from this weekend where he says that US consumers aren't showing 'pent-up demand', what he expects for the US deficits in the years ahead in light of MMT, his outlook on inflation, how he's currently positioned in the market, and much more.

Cracks Appearing in the Housing Bubble, Says Gary Shilling

Jun 18 – Ryan Puplava gives this week's market wrap-up. Dan Wantrobski gives listeners his longer-term view on equities and, lastly, Jim Puplava welcomes Richard Sylla before rounding off today's show speaking with Gary Shilling...

This Is a Bear Market Rally Similar to 1929, Says Gary Shilling

Jun 10 – Gary Shilling joins Jim Puplava on FS Insider to discuss why he thinks this is only a bear market rally much like what we saw in 1929. Gary also says the economy was slipping well before the coronavirus...

Gary Shilling Warns of a ‘Major Recession Shaping Up’

Mar 12 – Gary Shilling and Jim Puplava discuss market volatility and what this could mean for a U.S. recession. They examine the impact of the coronavirus on global supply chains and what role consumers are playing. Tune if to find out why Gary sees the...

Gary Shilling on Why This Business Cycle Is So Different Than the Past

Jan 29 – FS Insider welcomes Gary Shilling back to the podcast. He and Jim Puplava discuss possible shocks the economy and financial system could see in 2020. They look at the decline of China's labor force over the next three decades and...

Supply Chains Shifting as US-China Trade Sees Further Decline

Sep 30 – The economic slide will intensify as Chinese and foreign producers accelerate the movement of their operations out of that country to those that have low or even lower labor costs and are out of the line of fire in the U.S.-China trade war. These include Vietnam, India, Malaysia...

Gary Shilling: The US Has Entered a Recession

Jun 11 – On today’s edition of FS Insider Jim Puplava interviews A. Gary Shilling who says the U.S. entered a recession in the second quarter this year. He explains why he expects it to be a mild recession and outlines the potential crises he sees on the horizon

Shilling: A U.S. Recession May Have Started This Quarter

May 23 – A U.S. recession probably started in the current quarter. First quarter real GDP growth, 3.2% at annual rates, was temporarily inflated by a jump in inventories, which contributed 0.65 percentage point to growth. This was no doubt unintended

Shilling: Stocks Are Very Expensive and Deflationary Forces Are Building

May 10 – Stocks are very expensive in relation to corporate earnings. Even if rapid economic and profits growth resumes after the next recession, a secular decline in price-to-earnings ratios is likely to mute stock performance. Prof. Robert Shiller’s cyclically-adjusted...

Gary Shilling: Recession Signals Piling Up

Mar 29 – Recently, others are joining us in forecasting a recession, or at least entertaining a growing probability of one. Of those, few also believe it will commence this year while we continue to rate a business downturn starting in 2019 as...

Is This the Beginning of a Massive Dollar Run?

Mar 7 – Some 88% of all currency transactions globally involve the buck. The euro is a distant second at 31%, the Japanese yen is third at 22% and the Chinese yuan is involved in only 4%, not much more than the Mexican peso’s 2.2% despite...

Gary Shilling Sees Rising Risk of Recession

Jan 17 – Financial analyst and commentator A. Gary Shilling talks with Jim Puplava about his 13 indicators for recession, and says we’re only missing two factors for a recession. The last two pieces of the puzzle...

Gary Shilling on Making the "Greatest Trade Ever"

Sep 20 – Financial analyst and commentator A. Gary Shilling tells the behind-the-scenes story on how he made a 1400% return by partnering with legendary investor and hedge fund manager John Paulson in what is widely referred to as "the greatest trade...

Gary Shilling Sees No Bubble in Housing

Jun 22 – In today’s FS Insider, Jim Puplava and Gary Shilling discuss his recent Insight newsletter and why he believes we're not in a housing bubble. Real estate prices are still likely to head higher. Shilling also provides his view...

Why the U.S. Will Win a Trade War With China

By Gary Shilling – When supply is plentiful, the buyer has more power than the seller. That’s certainly true in the escalating trade war between the U.S. and China. And a trade confrontation already exists so the important question is, will it escalate to the level...

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