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

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 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW GARY SHILLING: Website: https://www.agaryshilling.com/ Twitter (@agaryshilling): https://twitter.com/agaryshilling FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 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