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.

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.

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.

Guest Ed Yardeni, a top Wall Street strategist/economist, discusses rising rates, the China threat, Q3 earnings, meme stocks, and his market outlook. The hosts also cover the energy market, CarMax, and NFL picks. Later, Ed Yardeni talks about the Fed creating chaos in the bond market, the rolling recession, the yield curve, and his offering for retail investors.

Ed Yardeni, President of Yardeni Research, analyzes the rise of bond vigilantes ahead of the election, signaling potential market shifts. Mark McCormick, Global Head of FX Strategy at TD Securities, argues that U.S. equities still promise strong risk-adjusted returns compared to other asset classes. Henrietta Treyz, Director of Economic Policy Research at Veda Partners, reveals that market sentiment is increasingly bullish on a Trump victory, with significant implications for the dollar and overall market dynamics. The discussions reveal how evolving political landscapes shape economic perceptions.

Investment strategist Ed Yardeni discusses his optimism for a Roaring 2020s, reflecting on the '90s Internet boom and obstacles to progress. He explores the potential impact of sustained productivity growth post-pandemic, globalization challenges, and the shift towards automation in manufacturing. Yardeni also delves into the relationship between productivity growth, compensation, and the economy's future landscape, highlighting the Federal Reserve's cautious approach.

In this discussion, Ed Yardeni, president of Yardeni Research, offers a bullish perspective on the US economy, highlighting its resilience despite recent market turbulence. He delves into the Federal Reserve's policies on inflation and interest rates, predicting potential rate cuts. Yardeni contrasts the US economy with struggling global markets and shares insights on the effects of rising unemployment and federal debt. He also touches on international economic shifts, particularly Japan's recent interest rate hike and its global implications.

Dr. Ed Yardeni of Yardeni Research discusses the potential for S&P 6000 and higher in the coming years. Topics include retail investors' impact, global economic outlook, tech giants, AI advancements, wealth inequality, and personal investments.

In this podcast, guests Ed Yardeni, Jurrien Timmer, Amrita Sen, and Lisa Mateo discuss various topics such as market performance, concerns about earnings, technology and productivity, sector ETFs, peak oil demand, transportation challenges for World Cup finals, and Gen Z payments.