First he forecasts the China’s economy will have a hard landing, which will in turn cause a commodity crash. He sounds very much like Jim Chanos in that regard.
In this second segment, Shilling discusses his view on US treasury and dollar, stocks and gold. And his view could surprise you.
Also featured in this discussion is John Tamny a senior economic adviser to H.C. Wainwright Economics and editor of RealClearMarkets.com.