Friday, January 4, 2019

Gary Shilling on The Income Generation Show

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Topics discussed
-Recession indicators showing we may be going into a Recession

-Yield curve historical relationships with Recessions

-Gary Shilling's Portfolio - Short stocks via indices, Short Emerging Market stocks, Short commodities, short copper, Short Oil, Long Oil, US Dollar, 30 year Treasury Bonds

-Trade War is gaining a lot more respect for the US.

-Investors were taking a lot of risk

-Cash can be king.