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EXCERPT: "“We are in the calm right now before the hurricane. I’m talking about the aging of the great powers, which is undeniable and can’t be quickly reversed. The retiree-to-worker ratios, the size of labor forces globally. China will have no one in the labor force. Italy’s losing 39% of labor force in the next generation and a half. Japan has an implosion of working population and no immigration. Russia is facing one of the greatest demographic crisis in the history of the world, absent famine, war and disease. It’s pretty bad. Italy has no hope,” says Gundlach matter-of-factly."
Gundlach has clearly shown more gravitas in the past several months or more.
I think it's the way the press is covering him; his webcasts have always had plenty of meat and serious analysis, macro and micro, going all the way back to the early days at Dbl.
Most definitely AndyJ. Bill Gross had quite a bit of media time also but he mostly rehashed Pimco's New Normal strategy. Of course, his last few months with Pimco attracted the media but for the wrong reasons, mainly his odd behavior.
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