| Will the stock market rise another 50% by 2030? Dr. Ed Yardeni believes there’s a substantial chance this could happen. We discuss why in this Global Macro Update interview. Dr. Ed’s thesis cites increasing productivity, fueled by advances in technology. This aligns with my AI/productivity boom theme: AI and automation will supplement workers, who are in short supply, making companies much more productive. Dr. Ed says, “Productivity is sort of fairy dust: It boosts real GDP, it keeps a lid on inflation, it allows wages to rise faster than prices, and it's great for profit margins.” Dr. Ed is a former chief investment strategist at Prudential Equity Group and at Deutsche Bank's US Equity Group. Today, he runs Yardeni Research. His chief markets strategist, Eric Wallerstein (formerly of the New York Fed and The Wall Street Journal) also joined our discussion. In the interview, you’ll hear forecasts on interest rates, inflation, and the housing market, along with guidance on which market sectors investors should focus on now. Subscribe to the Global Macro Update e-letter here: https://www.mauldineconomics.com/go/JM546L/YTB Learn more about Macro Advantage here: https://www.mauldineconomics.com/go/JM531M/YTB Learn more about Yardeni Research here: https://yardeni.com Find more on Yardeni QuickTakes here: https://www.yardeniquicktakes.com Follow Ed Yardeni on LinkedIn here: https://www.linkedin.com/in/edward-yardeni/ Follow Eric Wallerstein on LinkedIn here: https://www.linkedin.com/in/ericwallerstein/ Follow Ed D’Agostino on LinkedIn: https://www.linkedin.com/in/ed-d-agostino-415475296/ Time stamps: 00:00 – Introduction 01:02 – Dr. Ed’s roaring ‘20s thesis 04:01 – Stocks up 50% by 1930? 05:26 – Disinflation forecasts 07:10 – The new normal for interest rates 10:18 – The health of the US consumer 16:28 – Rolling recessions 19:57 – Market sectors to watch 26:22 – Shutting off global trade 29:35 – Yardeni QuickTakes |
You Might Also Like
Investor Watch 2024: Cyber Espionage & National Security Threats | Karim Hijazi
2024-05-17
Intelligence expert Karim Hijazi says the online threats to our national security go well beyond TikTok. They are vast, largely invisible, and ever-present—and AI is only amplifying this.
Karim is the founder/CEO of cybersecurity firm Vigilocity, and we connected through Renè Aninao, the managing partner of CORBŪ.
Karim and I discuss how cyberspace has become the primary medium for spycraft and warfare among advanced nations. He says we are in a “new Cold War” that is “even more cold than it was before because it’s under the surface in a fairly murky and nebulous and cryptic world that most people just don’t understand.” And he backs that up with a stream of concrete examples.
You will also hear how cyberattacks produce kinetic damage, why your personal laptop might be a bigger
The Coming Storm: How AI & Fed Changes Will Reshape Your Investments | Danielle DiMartino Booth
2024-05-10
QI Research founder and former Dallas Fed adviser Danielle DiMartino Booth discusses recession signals, how America lost its ability to budget, and whether we’re barreling toward stagflation.
Danielle unpacks a litany of troubling economic data in our interview. Layoffs are spreading from tech to retail, manufacturing, and transportation. And for the first time ever, Americans are paying more to service their non-mortgage debt than their mortgage debt.
Danielle and I also cover AI’s impact on jobs, short-sighted Covid-era policies, and the coming “condo-mageddon.”
Investors, watch to the end for Danielle’s thoughtful guidance on what this all means for the markets and where to look for safe havens.
Learn about Danielle DiMartino Booth’s letter, The Daily Feather, here:
2024 Crypto Mastery: Real-World Blockchain, Investment Strategies, & Bitcoin ETFs | Stephen McBride
2024-04-12
RiskHedge Chief Analyst Stephen McBride says, “99% of crypto is absolute garbage. I wouldn’t touch it. I think the other 1% will change the world.”
Stephen runs a crypto advisory that’s outperformed bitcoin—even through the last crypto crash.
In this interview, he shares his crypto portfolio’s largest holding, explains how new bitcoin ETFs will change crypto investing, and shares real-world applications for the blockchain, including one that could unseat Google Maps.
Watch to learn the safest ways to invest in crypto and what to avoid in this vast ecosystem filled with crooks and charlatans.
Click the link below for a special offer on Venture, Stephen’s crypto investment letter.
Learn more about the right way to invest in crypto, with Stephen’s crypto advisory, RiskHedge Venture,
Tags: Featured
9 pings
Skip to comment form ↓