AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min snip
Ed Yardeni: Are We Living in the Roaring 2020s?
Wealthion - Be Financially Resilient
Staying Long in the Market
- Yardeni suggests staying long in the market, having been bullish since late 2022.
- He acknowledges extended valuation multiples but sees opportunities outside the mega-cap seven.
- He mentions technology, financials, industrials, and communication services as potential areas for growth.
- He advises caution in healthcare due to political factors and materials/energy given China's performance.
- Yardeni expresses preference for assets with income and value, like stocks, bonds, commodities, and real estate.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode