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Podcast: Excess Returns
Episode: The Case for a Roaring 2020s | Ed Yardeni
Description: 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
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