Nasdaq exploded then it crushed it took 15 years to get your money back and majority of stocks cease to exist now went broke
@kp27186 ай бұрын
Would be incredibly interesting to hear dr Ed recall some more on the economic / stock market sentiment in the 90s. Just googling some "1999 Bloomberg Cisco" articles is interesting enough, but I believe he would have way more to reveal.
@tmangeles75756 ай бұрын
I keep trying to listen to Ed at accelerated speed... but I have to concentrate cause it is so meaty! So I have to keep rewinding and concentrating! lol Good job, Ed!!
@Mark-tm2zu6 ай бұрын
Ed it us always good to hear you prove your thesis with hard facts and stats!
@jamesmorris9136 ай бұрын
Didn't even know that Ed had a channel until today, when this "popped up"..AWESOME! I've enjoyed the Yardeni perspective, ever since the Louis Rukeyser days!!
@Mark-tm2zu6 ай бұрын
Hi Wd- I always try to watch your pod casts weekly. Can you comment in the future in the Fed using QE instead of rate increases and keeps rates unchanged until YE or 2025? Inflation could be stubborn.
@MaleehaMBCC6 ай бұрын
Great summary always enjoy seeing your videos! One question, if productivity is so good and expected to move higher, why are you/many pricing in 3-4 rate cuts this year, especially if the labour market is stable. It does not add up as clearly rates at 5% are the new normal and not as tight?
@MrDragon19646 ай бұрын
Thank you. Its very informative.
@michaelschneider86566 ай бұрын
Thank you for your videos 🙏
@mikes.24716 ай бұрын
@12:18 that comparison b/w csco and nvda, is how much further can it go before it pops.
@tommyl32076 ай бұрын
I'd love to hear your opinion on the $1.3(?) TRILLION in credit card debt. Also if it's true that the Government spent $800B in the 4Q to spur $300B in GDP Growth, how viable a modus operandi is that indefinitely? Either way, thanks Eddie.
@tastypymp12876 ай бұрын
Nothing. Due to inflation creditors will need to issue larger credit in nominal terms so consumers and businesses can, at minimum, purchase the same pre-inflationary goods and services at post-inflation prices. The real question is has the rate in increase in debt far outstripped the rate of inflation?
@edgardoberlioz21686 ай бұрын
Stocks are massively successively gapping up and gapping down ! It’s erratic irrational speculative behavior
@Long_Tail_of_Finance6 ай бұрын
Ed, what probability would you assign to having no rate cuts in 2024?
@tastypymp12876 ай бұрын
0%
@donsaluga50626 ай бұрын
Steve Hanke says a recession is "baked in the cake" due to a big drop in the money supply. Do you care to comment on that since it opposes your views. Thanks.
@bpb55416 ай бұрын
The debt is too high. Inflation is still an issue.