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Masters in Business

Ed Yardeni on Long-Term Bull Market

Apr 26, 2024
Barry Ritholtz talks with Dr. Ed Yardeni about forecasting recessions, market breadth, mega-cap stocks, and economic indicators. They dive into the housing market, AI trends, and historical market comparisons. The conversation also touches on Elon Musk, financial crises, and investment insights, wrapping up with a mention of the Carter Economic Forum.
01:23:32

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Yardani emphasizes resilience in economic decision-making, focusing on market trends and technological influences.
  • Strategic fiscal policies can drive sustained economic growth through investments in infrastructure and targeted stimulus measures.

Deep dives

Dr. Ed Yardani: Insights into the Financial Markets

Dr. Ed Yardani, a seasoned investment strategist and economist, is known for his accurate market predictions and data-driven approach to analysis. With a PhD in economics from Yale and a background working with Nobel laureate James Tobin, Yardani's expertise shines through in his strategic insights. He has successfully navigated various market cycles, accurately forecasting market bottoms and Fed actions, even when his views stood out as contrarian. His focus on data, historical events, and real-time dynamics sets his analysis apart.

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