Podcast

Influential strategist and economist Ed Yardeni reflects on the remarkable resilience of the US economy and markets over the years despite what happens in Washington and around the world.

Trump tariffs are upending financial markets, causing influential economist and strategist Ed Yardeni to turn from bullish to cautious.

Former fund manager turned financial journalist Whitney Tilson shares lessons learned from knowing and studying great investors Warren Buffett, Charlie Munger and Bill Ackman.

Part 2 of 2
Great investor David Giroux has cut way back on stocks and increased bonds in his top performing T. Rowe Price Capital Appreciation Fund. He explains why stock prices are scary and bonds look better than most stocks in 2025. 

Part 2 of 2
Going against the consensus again, influential economist David Rosenberg explains why inflation will be lower and the Fed will have to cut interest rates more than expected in the year ahead. 

Part 1 of 2
Outspoken and influential market economist David Rosenberg reflects on the extraordinary bull market of the last two years and why he isn’t changing his bearish outlook.