GM77: Unlocking the Roaring 2020s: Is Bitcoin the New Gold? ft. Ed Yardeni

Ed Yardeni, President of Yardeni Research, joins Alan Dunne in this episode to review his Roaring 2020s thesis for the US economy. Ed makes a compelling case for sustained economic growth, driven by rising productivity gains fuelled by technological advancements. The discussion covers expectations for the policy mix under the incoming Trump administration, including how fiscal developments could influence the Federal Reserve's actions. The conversation also examines developments in the bond markets, exploring whether meaningful deficit reductions can keep the bond vigilantes at bay. He shares his optimistic outlook on the stock market, despite elevated valuations, high concentration in the S&P 500 and speculative behaviour in certain areas. Finally, Ed offers his perspective on gold and questions whether Bitcoin and cryptocurrencies are merely the modern equivalent of “digital tulips.” IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here: www.toptradersunplugged.com/Ultimate And you can get a free copy of my latest book "Ten Reasons to Add Trend Following to Your Portfolio" here: www.toptradersunplugged.com/10-reasons-optin Send your questions to [email protected] Follow Niels & Alan on Twitter: @TopTradersLive & @alanjdunne And please share this episode with a like-minded friend and leave an honest rating & review on iTunes and Spotify so more people can discover the podcast.