Gary Shilling: Why I love bonds | MoneyWeek
In the latest of our series of interviews with investment gurus, Jody Clarke talks to economist, Forbes columnist and amateur beekeeper, Gary Shilling.
moneyweek.comHere’s the latest available on Gary Shilling, based on public signals up to 2025–2026.
- Gary Shilling’s current activity: He remains active as a macroeconomist and commentator, often contributing analysis and opinions through interviews and financial outlets. He continues to publish his insights through his firm A. Gary Shilling & Co., as well as appearances and commentary in media channels.[3][7]
- Recent themes in his commentary: He has repeatedly warned about debt dynamics, potential risks to the economy from high leverage, and the possibility of slower growth or a renewed downturn, while highlighting debt sustainability concerns and policy impacts on financial markets.[4][7][3]
- Notable interview examples: In 2025, he discussed debt buildup, monetary policy, and inflation dynamics in various outlets and programs, including a long-form interview in mid-2025 addressing whether the U.S. debt situation is manageable and what that implies for asset prices. Earlier coverage in 2020–2021 focused on recession risks and the potential for prolonged economic weakness despite stimulus.[1][3][4]
- Where to follow for updates: For Gary Shilling’s latest thinking, check his firm’s site (A. Gary Shilling & Co.), the Bloomberg/Barron’s coverage that feature his commentary, and reputable financial outlets that regularly publish excerpts from his INSIGHT newsletter and related writings.[6][7]
Illustration: If you want a quick snapshot, Shilling’s core message across recent years often centers on the fragility of high indebtedness, the risk of slower growth, and how policy responses might influence the timing and shape of future recessions. For a deeper view, a recent interview or summary from his firm or major finance outlets would be the most direct source.
If you’d like, I can pull specific recent quotes or summarize his latest INSIGHT newsletter highlights, or track particular topics (debt, inflation, Fed policy) across his recent appearances. Please tell me which format you prefer (short bullets, a timeline, or a brief briefing).
Citations:
- Gary Shilling commentary and affiliation with A. Gary Shilling & Co.[7]
- Media appearances and discussions touching on debt, policy, and recession risk[3][4]
- 2020–2021 coverage emphasizing recession risks and stimulus effects[1][4]