Ed Yardeni

In this engaging discussion, Ed Yardeni, President of Yardeni Research and a leading market commentator, shares his Roaring 2020s thesis, highlighting optimism for sustained economic growth driven by technology. He analyzes the potential impacts of the new administration's fiscal policies on the Federal Reserve and bond markets. Ed provocatively compares Bitcoin to gold, questioning its status as a digital asset and discussing its implications in the context of inflation and market dynamics. His insights into productivity gains and evolving investment strategies are not to be missed!

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.

Doug Irwin, a trade policy expert from Dartmouth, discusses how recent tariffs could reset global trade, with potential for higher U.S. prices and recession. Ed Yardeni, market analyst, highlights increased financial risk and a bearish outlook on the S&P amid market selloff. Elizabeth Economy from Stanford reveals how China's strategic responses to U.S. tariffs could shift geopolitical dynamics. The conversation explores the implications of America’s isolationist policies and the rising competition in global trade.

Ed Yardeni, president of Yardeni Research, shares his bullish outlook for the economy and stock market, predicting a Roaring 2020s driven by productivity. He discusses the impact of the Federal Reserve's policies and highlights the 'Magnificent Seven' companies. Yardeni also analyzes corporate earnings expectations, the challenges for retailers, and the importance of agility in response to market changes. Additionally, he explores cryptocurrency as a speculative bubble and assesses the future of REITs and utilities amid evolving economic conditions.

Ed Yardeni, an influential economist and head of Yardeni Research, shares insights on the surprising resilience of the US economy amidst global challenges. He explores the hurdles to China's economic dominance, such as systemic issues and demographic shifts. Yardeni discusses the evolution of modern investing, highlighting the rise of passive investments and the growing role of technology. He emphasizes the importance of market confidence and shares actionable advice for retirement planning, showcasing solutions to enhance digital security.

Ed Yardeni, President of Yardeni Research, shares his keen insights on the current state of the stock market and the recent Federal Reserve rate cut. The discussion covers whether the recent market dip is a sign of peak conditions or temporary reactions. Yardeni also touches on the impact of AI on productivity and energy markets, as well as the importance of cautious investment strategies amid economic fluctuations. He advocates for personalized financial guidance to navigate the uncertainties in today’s market.

Ed Yardeni, Yardeni Research President, Chief Investment Strategist & Founder, says "stocks are back in a bull market." Saira Malik, Nuveen Chief Investment Officer, explains why she is worried about equity earnings. David Malpass, The World Bank President, explains the factors behind their 2023 forecast cut. Rep. French Hill (R) Arkansas, says Kevin McCarthy was the only choice for Speaker of the House. David Rubenstein, "Peer to Peer with David Rubenstein" Host & Carlyle Group Co-Chairman and Co-Founder, discusses his interview with Coinbase CEO Brian Armstrong. Doug Kass, Seabreeze Partners President, talks challenges outlined in his latest, ‘Surprises for 2023’ note.  See omnystudio.com/listener for privacy information.

In this engaging conversation, economist Ed Yardeni, President and Chief Investment Strategist at Yardeni Research, shifts from being bullish to cautious due to Trump's tariffs disrupting financial markets. He discusses the historical parallels to the 1920s, evaluates consumer resilience and the stock market's 'fake economy' status, and shares insights on the S&P 500 and gold investments spurred by geopolitical tensions. Yardeni emphasizes the importance of independent investment strategies amidst market volatility, drawing on famous investor psychology.

Ed Yardeni, a renowned economist known for his market insights, shares his bold predictions about the economy. He discusses the potential for record highs in the S&P 500, driven by AI and productivity gains. Surprisingly, he points out the resilience of the U.S. economy amidst concerns of a recession. Ed also examines risks like market bubbles and the impact of current policies. He draws parallels between today and the Roaring Twenties, suggesting this decade might be just as transformative.

Economist Ed Yardeni, a longtime Fed watcher, discusses the bullish outlook for the S&P 500, predicting a rise to 8000. He dives into the implications of Japanese monetary policy on global markets and its effects on currency trading. Yardeni also analyzes the recent performance of major tech stocks, sharing insights on their valuations amid ongoing antitrust scrutiny. Lastly, he touches on food inflation and how it's reshaping fast-food pricing, making for a blend of serious finance and light-hearted anecdotes.