Legendary economist Dr. A. Gary Shilling, President of A. Gary Shilling & Co., an economic consulting firm and a registered investment advisor, joins Julia La Roche on episode on episode 207 to discuss the state of the economy.

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Timestamps:

# Timestamps for Dr. Gary Shilling Interview

00:00 Welcome Dr. Shilling

00:55 Macro view, analysis of labor markets and recent employment data

02:39 Fed's priorities and concerns about labor market softening

03:26 Discussion of upcoming Fed meeting and rate cut expectations

04:59 Explanation of soft landings vs recessions

07:26 Analysis of current economic imbalances

09:14 Assessment of recession probability (40-50%)

12:52 Discussion of economic forecasting as art vs science

16:17 Analysis of bond market outlook

19:36 Discussion of inflation expectations and bond yields

22:42 Portfolio positioning and investment opportunities

24:06 Analysis of India vs China investment outlook

27:11 Assessment of upcoming US election implications

28:49 Discussion of debt and deficit issues

31:15 Analysis of US dollar's reserve currency status

32:36 Closing remarks and contact information

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