Dr. Gary Shilling: Long the Long-Bond, Short Oil, Skeptical of U.S. Stocks
Macro Voices - Podcast autorstwa Hedge Fund Manager Erik Townsend - Czwartki
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Erik Townsend and Aaron Chan welcome Dr. Gary Shilling to MacroVoices. Erik and Gary discuss the continued perception of the U.S. Dollar as a safe haven currency, why the long-bond trade isn't over and the forces driving yields lower, reasoning behind going long defensive stocks despite a bearish view on equities, and much more.
