Influential economist and strategist Ed Yardeni tackles why AI isn’t intelligent, economists have been so wrong and the bull market could continue.
Guests
KETTERER: CHINA COMMITMENT
Since Causeway Capital opened its Shanghai office in 2020, many other U.S. firms have reduced their presence or left China entirely after draconian COVID restrictions and government crackdowns on business. Sarah Ketterer explains why Causeway has taken the opposite approach.
Exciting investment opportunities with award-winning global value investor Sarah Ketterer
Causeway Capital’s Sarah Ketterer describes a range of global companies with outstanding values.
A leading bond analyst shares his strategy for picking top-performing stocks for the year ahead.
Leading bond analyst Martin Fridson explains his tested strategy for identifying top-performing stocks for the year ahead.
FRIDSON: MUSICAL BENEFITS
Marty Fridson reveals his passion for music and how it’s benefitted his career.
Early bull Ed Yardeni calls this the roaring 2020s with the economy and stocks advancing
Why leading strategist, Ed Yardeni says this bull market is reminiscent of the 1920s when stock prices soared, the economy was growing and technology was leading the way.