Enjoy watching the video presentations. Thought you may be interested in the following interview of Gary Shilling; 

Eoin Treacy's view

Thank you for you kind words and this interesting interview which may be of interest to subscribers. 

Gary Shilling’s view that technological innovation is inherently deflationary is very much in tune with our view. The increasing commercial applications of biotechnology, automation, artificial intelligence, the internet and mobile technology are all likely to enhance productivity and could very well represent a deflationary influence. On the other hand, the increasing calls for free money (universal social payments) lower taxes, more spending and deregulation have the capacity to stoke inflation.

The mix of competing themes could contrive to ensure the bottoming process in yields takes longer than has been priced in by the decline posted since the Presidential election. Certainly the buy-the-dip camp, of whom Gary Shilling is a champion, will need to lose money to confirm more than a temporary peak in bond prices.