Stay Bullish, Says Economist Ed Yardeni

BMO Capital Markets analyst Evan Seigerman discusses the Trump Administration's deal with Big Pharma. Plus, meet the Suspicious 8, with 6% dividends and lots of problems. Learn more about your ad choices. Visit megaphone.fm/adchoices 

A top Wall Street strategist discusses A.I. and stock valuations. And Big Tobacco talks smokefree profits. Learn more about your ad choices. Visit megaphone.fm/adchoices 

A top Wall Street strategist talks fission (and fusion). And Jack has a guide to arguing about company reporting. Learn more about your ad choices. Visit megaphone.fm/adchoices 

0:00 Intro0:06 Slapping1:47 Inheritance5:33 Too late8:03 Cashing out11:56 Financial support14:51 Debt Learn more about your ad choices. Visit megaphone.fm/adchoices 

Goldman Sachs Research’s David Mericle, chief US economist, discusses the implications of tariff policies on inflation, growth, and monetary policy. This episode was recorded on March 10, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices 

Wharton professors Nick Roussanov and Peter Conti-Brown join host Dan Loney to discuss the latest inflation data and what steps the Fed may take to keep it under control. Hosted on Acast. See acast.com/privacy for more information. 

Lyn Alden, independent analyst and author of “Broken Money,” joins the show to discuss the U.S. deficit and the threat of persistent inflation. She also shares why she remains bullish on Bitcoin, and breaks down what supports its current value. Further reading: https://www.lynald ... Show More

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey and Nate Thooft, CIO at Manulife Investment Management, discuss Federal Reserve officials holding interest rates steady, pausing to assess the ... Show More

This week we discuss the Federal Reserve’s upcoming interest rate decision, the path to the neutral rate, and why the Fed should front-load its rate cuts. Darius and Felix also delve into why the recessionistas are wrong about the labor market, the fiscal impulse, the impact of t ... Show More

The market appreciates certainty – this week it got a clear read on the next political administration and the near-term interest rate outlook. We break it all down, and give you a little reset from all the big picture talk.  (00:40) Jason Moser and Bill Mann discuss:- The market’ ... Show More

The national debt is high and we don't know why?! Learn more about your ad choices. Visit megaphone.fm/adchoices 

Ed breaks down the Fed’s interest rate decision with Robert Armstrong, U.S. financial commentator for the Financial Times. They dig into why the Fed cut rates yesterday and what that move means for the rest of the year. Then Ed and Scott discuss the details of the deal to keep Ti ... Show More

Wharton’s Jeremy Siegel and David Rosenberg of Gluskin Sheff expect the Fed to cut interest rates in the coming year as the latest GDP report reveals some troubling trends. But they disagree on whether the slowdown will lead to a recession. Hosted on Acast. See acast.com/privacy ... Show More