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.”

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Episode TimeStamps:

02:14 - (Re)Introduction to Ed Yardeni

04:51 - How the incoming U.S. administration will impact the economy

07:55 - Has Trump fought back the bond vigilantes?

10:52 - Was the Fed cut unnecessary?

13:20 - Strange decisions from the Fed

16:14 - Will the Fed be true to their words?

17:57 - Will inflation become sticky?

19:29 - Yardeni's perspective on the neutral...

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

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