Ed Yardeni on Long-Term Bull Market
Masters in Business
00:00
Insights on Technology, Markets, and Historical Trends
The chapter covers a wide array of topics such as search engines, monopolies, technology innovation, NVIDIA's business model, Bitcoin, FOMO, and comparisons to historical bubbles. It discusses investment perspectives on Bitcoin and Ethereum, the challenges of market predictions, the impact of disinflation, historical data on wars and inflation, technological revolutions, and transitioning economies. The conversation highlights shifts in investment sectors from technology to material, energy, and industrial sectors.
Transcript
Play full episode
