In this episode of Excess Returns, we sat down with Ed Yardeni, president of Yardeni Research and YardeniQuickTakes.com. Ed is one of the most accurate and respected Wall Street strategists, and we were excited to discuss his views on the economy, markets, and forecasting.
We covered a wide range of topics, including:
- Ed’s outlook for inflation and the economy
- Why he believes we could be entering a “Roaring 20s” period for the stock market
- His thoughts on why we might see fewer Fed rate cuts than many expect
- The characteristics that make a good economic forecaster
- The potential impact of AI on the economy
- His views on the upcoming election and its market implications
- The long-term underperformance of value vs growth stocks
- Ed’s approach to sector allocation and market breadth
