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EssentialInvestment Ideas

Gary Shilling: What Is the Consensus View Getting Wrong?

Featuring Gary Shilling and Ed Harrison

Apr 27, 2021 • 36 minutes

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Essential

Investment Ideas

Gary Shilling: What Is the Consensus View Getting Wrong?

Gary Shilling joins Ed Harrison to evaluate the health of the economy & how it impacts the future path of assets such as bonds, real estate, & stocks.

Featuring Gary Shilling and Ed Harrison

Apr 27, 2021 • 36 minutes

Gary Shilling, president of A. Gary Shilling & Co., joins Real Vision managing editor Ed Harrison to evaluate the health of the economy and how it impacts the future path of assets such as bonds, real estate, and stocks. Shilling notes that the consensus view—that the economy is going to re-open very rapidly, that inflation is going to come roaring back, and that interest rates will go through the roof—contradicts the lessons he has learned across his storied career in financial markets. Shilling argues that the four-decade-long trend of declining interest rates on U.S. Treasurys will continue, and he shares with Harrison several investment ideas in commodities and bonds that allow investors to be cautious without being actively bearish. Shilling and Harrison also discuss trends such as working-from-home, the residential real estate boom, and the savings glut in Asian countries. Filmed on April 21, 2021. Key learnings: Shilling is very bullish on bonds and views the recent rise in commodity prices with some skepticism. He has his eye on small positions and is only willing to size-up his trades once he has seen confirmation of his thesis. Show More

In "Investment Ideas," Real Vision seeks out the market's best medium- and longer-term opportunities. The show is designed to provide actionable takeaways for investors with longer time horizons.

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In "Investment Ideas," Real Vision seeks out the market's best medium- and longer-term opportunities. The show is designed to provide actionable takeaways for investors with longer time horizons.

More Episodes

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