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Gary Shilling, President of A. Gary Shilling & Co., discusses market outlook, possible deflation coming, and how the Fed is "stuck".

*This video was recorded on May 7, 2024

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0:00 - Intro

1:12 - Bull run over?

5:00 - Long-run returns

8:45 - Deflation

18:10 - AI and wages

20:55 - Fed monetary policy

23:20 - Bank failures

25:40 - Market sentiment

27:42 - 'Speculative' assets

30:26 - Career advice