Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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The Case for a Roaring 2020s | Ed Yardeni
Manage episode 439535776 series 2581243
Contenido proporcionado por Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In this episode of Excess Returns, we sat down with Ed Yardeni, president of Yardeni Research and YardeniQuickTakes.com. Ed is one of the most accurate and respected Wall Street strategists, and we were excited to discuss his views on the economy, markets, and forecasting.
We covered a wide range of topics, including: Ed's outlook for inflation and the economy Why he believes we could be entering a "Roaring 20s" period for the stock market His thoughts on why we might see fewer Fed rate cuts than many expect The characteristics that make a good economic forecaster The potential impact of AI on the economy His views on the upcoming election and its market implications The long-term underperformance of value vs growth stocks Ed's approach to sector allocation and market breadth
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FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau
292 episodios
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Manage episode 439535776 series 2581243
Contenido proporcionado por Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In this episode of Excess Returns, we sat down with Ed Yardeni, president of Yardeni Research and YardeniQuickTakes.com. Ed is one of the most accurate and respected Wall Street strategists, and we were excited to discuss his views on the economy, markets, and forecasting.
We covered a wide range of topics, including: Ed's outlook for inflation and the economy Why he believes we could be entering a "Roaring 20s" period for the stock market His thoughts on why we might see fewer Fed rate cuts than many expect The characteristics that make a good economic forecaster The potential impact of AI on the economy His views on the upcoming election and its market implications The long-term underperformance of value vs growth stocks Ed's approach to sector allocation and market breadth
SEE LATEST EPISODES https://excessreturnspod.com
FIND OUT MORE ABOUT VALIDEA https://www.validea.com
FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com
FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau
292 episodios
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Similar a Excess Returns
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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continue reading
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…
continue reading
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continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
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