| There’s a pattern with Dr. Ed Yardeni’s predictions: he’s usually right. In our new interview, Dr. Ed explains why the labor market is in a “funk,” how retiring baby boomers are propping up consumer spending, and how AI is impacting entry-level hiring. We also discuss why lowering rates could create a melt-up in the markets, China’s economic challenges, and whether the price of gold will reach $10,000 by the end of the decade. Get Dr. Ed’s take on Fed policy, bitcoin, and the Mag 7 by watching our interview now. Learn more about Dr. Ed Yardeni here: https://yardeni.com/ Sign up for Ed D’Agostino’s free newsletter here: https://www.mauldineconomics.com/global-macro-update?utm_source=YTB&utm_medium=SM&utm_campaign=JM-563&utm_content=JM563SM50017 Follow Ed D’Agostino on LinkedIn: https://www.linkedin.com/in/ed-d-agostino-415475296/ Follow Ed D’Agostino on X (Twitter): https://www.x.com/EdDAgostino Timestamps: 00:00 – Introduction 01:05 – Boomers are still spending 03:34 – Funky employment data 08:26 – Buy now, pay later 13:00 – The Fed is “so yesterday” 18:47 – Tariffs unconstitutional? 27:15 – Mag 7, plus gold 33:01 – How high will gold and bitcoin go? |
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Wall St Veteran Warns a “Bigger Drawdown” is Coming This Fall | Jared Dillian
2025-07-24
Could another tariff shock rattle the markets?
It’s been a quiet summer for most investors. Jared Dillian doesn’t expect that to last. For Jared, the spring tariff meltdown broke the market—for good. And we may be due for a second tariff-driven sell-off this fall.
From the Fed’s future leadership to a looming boom in commodities, Jared shares his insights on how investors should navigate these uncertain times.
Find Jared Dillian’s latest research here:
https://www.jareddillianmoney.com/
Sign up for Ed D’Agostino’s free newsletter here:
https://www.mauldineconomics.com/go/JM563Z8/YTB
Follow Ed D’Agostino on LinkedIn:
https://www.linkedin.com/in/ed-d-agostino-415475296/
Follow Ed D’Agostino on X:
https://www.x.com/EdDAgostino
Timestamps:
00:00 – Introduction
01:30 – US Dollar
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