logo
episode-header-image
Aug 2023
58m 35s

Edward Yardeni: Rolling recessions, yes,...

CHUCK JAFFE
About this episode
tail spinning
Up next
Yesterday
Calamos' Freund: 'It's very hard to be pessimistic about the broad market'
Matt Freund, co-chief investment officer at Calamos Investments, says a resilient economy is producing "shocking numbers for a mid-cycle economy," powering through problems in a way that puts the Federal Reserve on hold, avoiding interest rate hikes this year and returning to a b ... Show More
1h 1m
Jul 7
Cambria's Faber: 'The bull market in diversification has begun'
Meb Faber, chief executive and chief investment officer at Cambria Investments, says that large-cap domestic stocks have done so well that it has masked the rise of the rest of the investment ecosystem, but now that he expects recent good times to be balanced out by tougher stret ... Show More
1h 4m
Jul 6
S&P's Gruenwald: Expect a slow, steady economy with rates in 'a hawkish hold'
Paul Gruenwald, chief economist at S&P Global Ratings, he expects that the Federal Reserve's next move on interest rates will be a cut, but says it won't happen until 2027, which he described as a one-year delay for the central bank to get back to more neutral levels. Gruenwald s ... Show More
1h 4m
Recommended Episodes
Sep 2022
Liz Ann Sonders on Economic Cycles, Stock Prices, and Investing Mistakes
Shorter economic cycles and more frequent recessions doesn't necessarily mean the downturns will be brutal. John Rotonti talked with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, about: - The “mother’s milk” of stock prices - How this market is simultaneously li ... Show More
30m 11s
Mar 2022
Matthew Hornbach: Easing Yield Curve Concerns
tail spinning
3m 52s
Apr 2023
Morgan Stanley Braces for a Soft Landing
Runaway inflation. Surging interest rates. Bank failures. For a while it seemed like all of these issues would combine to trigger a US recession. Not so fast, says Morgan Stanley’s Seth Carpenter, the bank’s global chief economist. He joined the What Goes Up podcast to explain wh ... Show More
30m 51s
Oct 2024
Markets Spin Toward Cyclicals
tail spinning
4m 18s
May 2024
Managing for Economic Uncertainty
tail spinning
3m 33s
Dec 2022
Top economist takes on Wall Street pessimism, believes U.S. can avoid recession. Plus, “So Bad, It’s ____!” 12/28/22
Moody’s Analytics’ Mark Zandi says the stock market is not signaling negative economic growth in 2023. And, the “Fast Money” traders pick beaten-down stocks that could boost portfolios in the new year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for info ... Show More
43m 51s
Dec 2024
A perfect setup for the financial sector?
Financial services firms are facing one of the most constructive backdrops in years, helped by a steepening yield curve, an expected recovery in the capital markets, and a potential easing of regulations under a second Trump administration, say Goldman Sachs Research’s Richard Ra ... Show More
26m 12s
Aug 2024
Markets consolidate after initial rally - uncertainty remains high
<p>Equity markets rallied after Bank of Japan Deputy Governor Uchida talked down the Japanese yen - but the rally faded into the US close as investors realised that more economic challenges may lie ahead. Nicolas Jordan, CIO Office, explains how our investment strategy is affecte ... Show More
13m 11s
Apr 2025
Recession fears evoke deja vu. The Middle East might be safe.
<p>It's been a time of tumult on Wall Street – at the hands of the White House.</p> <p>US President Donald Trump made his plans for tariffs known on the campaign trail, but their scale has taken the world by surprise.</p> <p>The sweeping tariffs sent global markets into chaos. Th ... Show More
15m 21s