Examining U.S. Productivity Growth and Market Valuation Risks

There's a lot to keep track of on Wall Street this summer, from the Fed's July 29-30 policy meeting to the Aug. 1 tariff deadline to new highs for stocks and gold -- and few observers keep track like economist Ed Yardeni. From his daily (and nightly) reports and webcasts to his regular reading lists, Yardeni draws a bead on just about everything that matters, or should matter, to investors. Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn speak with Yardeni, president of Yardeni Research, about the economic and interest-rate outlook, the financial markets, and his favorite investments.

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