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TOPIC: DISCUSSION THREAD: Episode 28 - Dr. Gary Shilling

DISCUSSION THREAD: Episode 28 - Dr. Gary Shilling 1 year 5 months ago #1

  • amkc
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To make that long 30s call over 30 years ago and to stick by your guns, I can only hope for that much conviction in my career as an investor. Then again, the question of when to get out of this trade is a fascinating one. I noted that Gary mentioned how bond markets have less "irrational exuberance" (Fed-speak permeates generations) but that definitely is not the case in today's TINA environment. Many observers are looking to Japan to see when yields will blow-up there but it appears this global deflationary monster (at least by official measures) cannot be conquered with current efforts...
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DISCUSSION THREAD: Episode 28 - Dr. Gary Shilling 1 year 5 months ago #2

  • Gloria
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Eric thanks for such an interesting interview. You did a great job preparing your questions. We all got a lesson on Economics from Dr. Shilling. Many thanks for bringing us this interview. 135
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MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those of the participants. MACRO VOICES, its producers, and hosts Erik Townsend and Nathan Egger shall NOT be liable for losses resulting from investment decisions based on information or viewpoints presented on MACRO VOICES.

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