Episode 28: The Bull Case For US Stocks. With Ed Yardeni

Ed Yardeni, president of Yardeni Research, sees a bright future for the US economy and stock market - though with a few rain clouds along the way. In conversation with Maggie Lake, he explains why he thinks inflation fears are overblown, how China's recession is benefiting the US, and why productivity gains are driving a new economic boom. Yardeni also discusses the return of the bond vigilantes, his concerns about fiscal policy, and why he expects the S&P 500 to hit 8,000 by 2030. So, is it actually time to be greedy when others are fearful? Recorded on October 31, 2024. Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.