This week in our Masters in Business interview, we speak with with economist Gary Shilling, author of The Age of Deleveraging: Investment Strategies for a Decade of Slow Growth and Deflation.
H/T Barry Ritholtz
In the 1960s, Shilling helped to create Merrill Lynches economics department; at the time, firms that focused on equities like ML never felt the need for staff economists, leaving that primarily to the bond houses. Shilling was also Merrill’s first Chief Economist.
Gates Capital Management's ECF Value Funds have a fantastic track record. The funds (full-name Excess Cash Flow Value Funds), which invest in an event-driven equity and credit strategy, have produced a 12.6% annualised return over the past 26 years. The funds added 7.7% overall in the second half of 2022, outperforming the 3.4% return for Read More
Gary is an avid beekeeper, be sure ti listen to the discussion of his aviary in the podcast portion.
Masters In Business: Gary Shilling
Listen to it live today on Bloomberg Radio at 10am and 6pm and throughout the weekend. The full podcast is available on iTunes, SoundCloud and on Bloomberg. Earlier podcasts can be found on iTunes and at BloombergView.com.