The David Lin Report

China Retaliates Against Tariffs: What's Next For Markets, Economy | Gary Shilling


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Gary Shilling, President of A. Gary Shilling & Co., discusses market uncertainty around the trade war, and his outlook for stocks, bonds, commodities, and economic growth in 2025.

*This video was recorded on February 4, 2025
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0:00 - Intro
1:50 - Tariffs uncertainty
5:50 - Consumer
7:30 - Inflation
10:15 - Dollar and Treasuries
14:55 - De-dollarization
16:36 - Gold
17:50 - Oil
20:00 - Driving force of economic growth
22:35 - Federal reserve
24:55 - What would you short?
#economy #investing #tariffs

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