In this episode of Excess Returns, we sat down with Ed Yardeni, president of Yardeni Research and YardeniQuickTakes.com. Ed is one of the most accurate and respected Wall Street strategists, and we were excited to discuss his views on the economy, markets, and forecasting.
We covered a wide range of topics, including:
Ed's outlook for inflation and the economy
Why he believes we could be entering a "Roaring 20s" period for the stock market
His thoughts on why we might see fewer Fed rate cuts than many expect
The characteristics that make a good economic forecaster
The potential impact of AI on the economy
His views on the upcoming election and its market implications
The long-term underperformance of value vs growth stocks
Ed's approach to sector allocation and market breadth
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