Gundlach and Shinoda Discuss Market-Macro Dichotomies In this episode of Channel 11 News, among other topics, Jeffrey Gundlach discusses with Ken Shinoda the divergence between asset pricing and the state of the economy, his outlook for America’s political leadership, his bearish view on the U.S. dollar and his optimism for EM securities. Regarding U.S. economic fundamentals: “For me to say that we're out of recession,” Jeffrey Gundlach tells Ken Shinoda, “I would need to see a new high in GDP, meaning taking out the high of the first part of 2020. We're not close to that.” Recorded Nov. 20, 2020.
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