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DISCUSSION THREAD: Episode 28 - Dr. Gary Shilling

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1 year 8 months ago #1 by amkc
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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1 year 8 months ago #2 by Gloria
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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