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Practical Lessons from Ed Yardeni
Manage episode 463386136 series 3614383
In this deep-dive conversation, Jack Forehand and Matt Zeigler break down key insights from their interview with Dr. Ed Yardeni, one of Wall Street's most respected market strategists. The discussion explores how Yardeni's independent thinking and data-driven approach led him to correctly predict several major market developments in 2023-24, including the path of inflation and the absence of a widely-predicted recession. The hosts analyze Yardeni's unique framework for understanding market cycles, particularly how monetary, credit, and business cycles interact. They examine his explanation of why traditional recession indicators like yield curve inversions failed this time, and why focusing on labor market data proved more valuable. Yardeni's perspective on the Federal Reserve's evolution in handling financial crises offers crucial context for today's market environment. They discuss Yardeni's "Roaring 2020s" thesis, which predicts sustained economic growth driven by technological innovation and productivity gains. This optimistic outlook, first proposed at the start of the decade, has gained additional relevance with the emergence of AI and other transformative technologies. The conversation also delves into practical investment wisdom, including Yardeni's emphasis on quality dividend-growing stocks for long-term investors and the importance of maintaining healthy skepticism toward market consensus. Throughout the episode, Yardeni demonstrates how combining macroeconomic analysis with real-world observations leads to better investment decisions. Whether you're an experienced investor or just starting to learn about markets, this discussion offers valuable insights into how one of the industry's most successful strategists thinks about economics, market cycles, and long-term investing success.
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Practical Lessons from Ed Yardeni
Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning
Manage episode 463386136 series 3614383
In this deep-dive conversation, Jack Forehand and Matt Zeigler break down key insights from their interview with Dr. Ed Yardeni, one of Wall Street's most respected market strategists. The discussion explores how Yardeni's independent thinking and data-driven approach led him to correctly predict several major market developments in 2023-24, including the path of inflation and the absence of a widely-predicted recession. The hosts analyze Yardeni's unique framework for understanding market cycles, particularly how monetary, credit, and business cycles interact. They examine his explanation of why traditional recession indicators like yield curve inversions failed this time, and why focusing on labor market data proved more valuable. Yardeni's perspective on the Federal Reserve's evolution in handling financial crises offers crucial context for today's market environment. They discuss Yardeni's "Roaring 2020s" thesis, which predicts sustained economic growth driven by technological innovation and productivity gains. This optimistic outlook, first proposed at the start of the decade, has gained additional relevance with the emergence of AI and other transformative technologies. The conversation also delves into practical investment wisdom, including Yardeni's emphasis on quality dividend-growing stocks for long-term investors and the importance of maintaining healthy skepticism toward market consensus. Throughout the episode, Yardeni demonstrates how combining macroeconomic analysis with real-world observations leads to better investment decisions. Whether you're an experienced investor or just starting to learn about markets, this discussion offers valuable insights into how one of the industry's most successful strategists thinks about economics, market cycles, and long-term investing success.
SEE LATEST EPISODES
FIND OUT MORE ABOUT VALIDEA CAPITAL
FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
FOLLOW JACK
FOLLOW JUSTIN
FOLLOW MATT
105 حلقات
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1 Practical Lessons from Warren Pies 1:03:27
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1 Practical Lessons from Cem Karsan | Inside the Hidden Forces Moving Markets 1:04:09
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1 Practical Lessons from Jim Paulsen 1:05:57
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1 Practical Lessons from Warren Buffett | Timeless Wisdom from the Oracle of Omaha 54:28
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1 Practical Lessons from Larry Swedroe | Why Evidence Beats Market Narratives 1:02:41
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1 The Unforecast Episode: Making Our 2025 Market Calls to Show Why Forecasting is a Waste of Time 1:00:32
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1 Do You Really Need International Diversification? 10 Top Investors Debate 57:06
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1 Practical Lessons from Andy Constan | Bridgewater, Macro Pillars and Navigating Deleveragings 1:00:54
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1 10 Great Investors Share Their Most Important Lesson 58:06
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1 What the Rise of Passive Investing Means for Your Portfolio | Special Guest: Dave Nadig 1:04:16
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1 The Six Most Controversial Takes from Excess Returns in 2024 57:21
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1 Practical Lessons from Tobias Carlisle | Value Investing, Buffett and the Importance of Survival 53:18
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1 Practical Lessons from Meb Faber | Dividends, Trend Following and a Timeless Asset Allocation 48:29
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1 Practical Lessons from Chris Davis 1:01:08
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1 Practical Lessons from Michael Mauboussin 1:01:49
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1 Quality and Low Volatility: The Factors That Get No Respect 1:00:10
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1 Practical Lessons from Aswath Damodaran 1:03:19
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1 The Case Against Value Investing 1:02:32
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1 Our Guests Gave Us 119 of Their Most Important Investing Lessons: We Give You Our Favorite 12 1:11:43
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1 10 Common Misconceptions About Factor Investing 1:02:39
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1 Inside the Recent Market Volatility | What You Need to Know to Navigate It 59:54
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1 Lessons from Jack Schwager | 10 Things Long-Term Investors Can Learn from History's Best Traders 1:06:31
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1 What You Need to Know About Momentum Investing | Six Experts Help Us Understand the Basics 54:13
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1 Practical Alternatives to the 60-40 Portfolio 1:01:33
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1 Eight Things We Learned from Our Interview with Mike Green | Practical Takeaways for Investors 1:07:44
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1 Our Biggest Takeaways from the First Half of 2024 | Inflation, Growth, Market Concentration 1:04:04
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1 Lessons From Our Interview with Rick Ferri | The Benefits of Simplicity 1:04:37
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1 What You Need to Know About Analyzing Backtests 1:01:15
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1 Timeless Investing Lessons | Breaking Down Corey Hoffstein's 15 Lessons from 15 Years Managing Money 54:26
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1 The Market is Expensive: Should You Care? | The Practical Implications of Market Valuation 1:03:07
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1 Q&A | ETFs vs Mutual Funds, Asset Location, Sizing Focused Factor Strategies, Direct Indexing 1:06:21
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1 Investor Q&A | GameStop, Value Spreads, AI Backtesting and the Market as a Casino 58:13
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1 Ten Lessons from Two Decades of Managing Money 1:04:28
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1 Lessons From 24 Market Experts | What We Learned From the 12 Hour PNL For a Purpose Livestream 1:09:37
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1 Fact or Fiction: Inflation, Taxes and That $4 Cup of Coffee 1:00:37
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1 The Double-Edged Sword of Trend Following 53:51
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1 The Importance of Managing Drawdowns in Retirement 58:29
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1 An In Depth Look at Low Volatility Investing 57:05
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1 Lessons from Danny Kahneman | Investing in Practice Rather Than Theory 54:14
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1 Understanding the Measurement of Inflation 1:08:19
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1 10 Lessons From Warren Buffett's Annual Letter 54:43
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1 Ten Simple Lessons from Fama and French 1:03:24
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1 The S&P 500 Is Highly Concentrated | Should You Be Worried? 51:26
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1 David Einhorn Says the Market is Broken | We Debate Whether He is Right 58:33
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1 The Intentional Investor | Justin Castelli 1:10:40
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1 The Elusive Definition of Risk | And How to Manage It 51:24
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1 Private Investing for the Average Investor | The Pros and Cons of Evergreen and Interval Funds 54:37
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1 Fact or Fiction: Limitations of the 60-40, Dave Ramsey's 8% Rule, Factor Investing, AI and More 1:05:47
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1 The Key Criteria to Look at When Evaluating Active ETFs 1:02:00
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1 Lessons from Launching (and Shutting Down) a Small-Cap Value ETF 1:01:34
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1 Lessons from the Rise and Fall (And Rise Again?) of ARK 37:49
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1 Nine Investing and Life Lessons From 2023 40:20
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1 Our 2024 Market Forecast | And Why You Shouldn't Listen to It 46:42
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1 Four Ways Value Investors Can Use Momentum 43:36
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1 Evaluating Alternatives to the 60-40 Portfolio 51:08
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1 The Characteristics of a Good Investment Process - And How to Know When to Change It 42:08
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1 Year-End Investing and Planning Strategies | Portfolio Rebalancing, Tax Loss Harvesting and More 41:38
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1 What Investors Need to Know About Momentum Investing 49:57
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1 An Inside Look at the Quality and Low Volatility Factors 34:12
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1 How Couples Can Have Better Conversations About Money with Heather and Doug Boneparth 53:21
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1 Is Value Investing Dead? A Quant and a Financial Planner Discuss 51:57
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1 Understanding the Business of Franchising with Ben Terrill 53:02
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1 Investor Q&A | Going to Cash, Laddering Bonds, International Diversification, Narrow Leadership 52:45
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1 Roth Conversions | What Investors Need to Know 47:17
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1 The Many Sides of Diversification | Spreading Your Bets Across Stocks, Factors and Asset Classes 52:19
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1 Two Quants and a Financial Planner Talk Inflation 43:05
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1 Breaking Down the Greatness of Warren Buffett 38:48
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1 Behind the Curtain of 401K Plans with Law Professors Ian Ayres and Quinn Curtis 56:35
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1 Untangling the Challenging Rules of Inherited IRAs 30:57
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1 A Quant and a Financial Planner Discuss Factor Investing 51:17
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1 The Truth About Market Forecasts (And Dollar Cost Averaging) 38:42
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1 A Young Financial Planner Shares His Most Important Insights for Early Career Investors 38:46
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1 The Many Facets of Discipline in Investing 47:43
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1 A Financial Planner's View of Factor Investing 40:20
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1 Lessons From the Epsilon Connect Conference 33:29
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1 Five Major Issues on Investors' Minds: Inflation, Recession, Valuations, AI Stocks, Geopolitics 43:37
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1 Aligning Your Assets with Your Purpose: Lessons from Peter Mladina 38:05
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1 Annuities: Useful Financial Planning Tool or Just a Bunch of Shady Steak Dinners? 48:26
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1 Will ChatGPT Replace Financial Planners? 38:16
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1 The Challenge of Understanding Your True Risk Tolerance 40:00
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1 Interpreting the Key Lessons from Great Investors 53:34
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1 How Regular Investors Should Think About Alternatives to Stocks and Bonds 28:01
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1 Lessons for Investors in Their Later Retirement Years 28:00
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1 Using Variable Withdrawal Rate Strategies in Retirement 33:13
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1 Using Monte Carlo Simulation in Retirement Planning 29:34
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1 Understanding the 4% Rule and Safe Withdrawal Rates 30:06
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1 Lessons For Investors Approaching Retirement 34:03
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1 Retirement Planning in Your Prime Earning Years 37:53
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1 A Detailed Look at FDIC and SIPC Insurance and the Protections Available for Investors 31:14
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1 What You Need to Know About Retirement Early in Your Career 27:09
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1 A Primer on College Planning and Saving 27:09
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مرحبًا بك في مشغل أف ام!
يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.