Excess Returns

The Case for a Roaring 2020s | Ed Yardeni

Sep 12, 2024
In this discussion with Ed Yardeni, president of Yardeni Research, hear insights from one of Wall Street's most respected strategists. He predicts a potential 'Roaring 20s' for the stock market and shares his views on inflation, Fed rate cuts, and the economic impact of AI. Yardeni explains the underperformance of value stocks compared to growth and emphasizes the need for a diversified portfolio. He also highlights the political climate's influence on market strategies, advocating for adaptability in investment approaches.
Ask episode
Chapters
Transcript
Episode notes