WEALTHTRACK The Powerful Megatrends Driving the Economy and Markets Higher
Dec 19, 2025
Ed Yardeni, Ph.D., a leading economist and investment strategist known for his insights on the 'Roaring 2020s', shares his perspectives on key megatrends shaping the economy and markets. He discusses how tech visionaries like Musk and Bezos spark a productivity surge. AI's rapid evolution and its limits are also explored. Yardeni emphasizes the continued demand for data and the significant impact of baby boomers on the economy. He advises on diversifying investments and highlights the shifting landscape of global supply chains and emerging markets.
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Digital Revolution Is Hyperaccelerating
- The digital revolution has accelerated from mainframes to cloud to AI, massively expanding data processing capacity and speed.
- Ed Yardeni says AI is a supercharged application that enables exponential new uses and productivity gains across industries.
Sci‑Fi Became Practical Tech
- Ed Yardeni recounts reading Elon Musk's biography and seeing sci-fi visions turn into practical tech reality.
- He points to futurists like Jeff Bezos and entrepreneurs who are actively creating the future with ambitious projects.
Broaden Tech Exposure Beyond Top Seven
- Diversify technology exposure instead of concentrating only in the Magnificent Seven tech giants.
- Hold a mix of big AI leaders and the broader S&P 500 493 companies that will adopt productivity-enhancing tech.