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Gary Shilling, President of A. Gary Shilling & Co., discusses market outlook, possible deflation coming, and how the Fed is "stuck".
*This video was recorded on May 7, 2024
Listen on Spotify: https://open.spotify.com/show/510WZMF...) Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...)
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00) - Intro 1:12) - Bull run over? 5:00) - Long-run returns 8:45) - Deflation 18:10) - AI and wages 20:55) - Fed monetary policy 23:20) - Bank failures 25:40) - Market sentiment 27:42) - 'Speculative' assets 30:26) - Career advice