Video Webcasts

WEEKLY WEBCAST: Update On Earnings & Review of The Great Rotation Of The Roaring 2020s

Feb 18, 2026 paid

Dr Ed discusses the latest earnings outlook around the world and the remarkable rotation in the global stock market. 🔒Exclusive Early Access for Paid Members: Below, you'll find Dr. Ed's latest webcast. Paid members can enjoy immediate access to the video. This content will become available to the public at a later date—don't miss out on early insights, consider upgrading today!

Ed Yardeni

WEEKLY WEBCAST: 10 Roaring Reasons To Remain Optimistic

Feb 11, 2026 1 min read paid

Annual real GDP growth averaged 3.6% during the second half of the 1900s versus just 2.1% since 2000. Dr Ed projects a return to 3.6% or higher over the remainder of the “Roaring 2020s” and into the “Roaring 2030s.” Today, he discusses 10 reasons for his bullishness on the outlooks for both the US economy and S&P 500 companies’ earnings. These include robust consumer spending

Ed Yardeni

WEEKLY WEBCAST: Meet Kevin Warsh

Feb 4, 2026 1 min read paid

Today, Dr Ed examines the world according to Kevin Warsh, President Trump’s pick for the next Fed chair. Warsh believes that the US is undergoing a productivity-led growth boom, as our Roaring 2020s thesis maintains, which should be supported by supply-side, pro-growth policymaking. He thinks fiscal policy’s role is to spur economic activity by keeping taxes low and regulations light, while monetary policy’s role is to spur

Ed Yardeni

WEEKLY WEBCAST: In Praise Of Record Profits!

Jan 28, 2026 1 min read paid

A curiosity of the current US economy is its remarkable strength despite an affordability crisis. Average real consumption per household and real hourly earnings of production and nonsupervisory workers are at record highs, but plenty of people fall short of the average. When entrepreneurial capitalism is flourishing, Dr Ed explains, the wealthy benefit faster. … Entrepreneurism is flourishing currently, as record-high proprietors’ income and new-business applications attest. Yet it hasn’t

Ed Yardeni

WEEKLY WEBCAST: On The Latest Geopolitical Consequences Of Donald Trump

Jan 21, 2026 1 min read paid

The EU finally inked a long-sought trade deal with a bloc of South American countries the very day that Trump slapped additional tariffs on EU countries opposing the US’s purchase of Greenland. William explains why the South American deal is a huge boon for Europe. … He also discusses geopolitical fallout from Trump’s move on Venezuela, including how it impedes China’s ambitions in South America, may ramp up

Ed Yardeni

WEEKLY WEBCAST: 2025 Was A Great Year For The Roaring 2020s

Jan 14, 2026 1 min read paid

Last year was a picture-perfect rendering of our Roaring 2020s scenario in action. Economic growth soared on the shoulders of a productivity boom. Dr Ed expects more of the same through the decade’s end and possibly beyond. That should set the stage for excellent earnings growth, supporting our S&P 500 target of 10,000 by the end of the decade. Today, he explains why even recent labor

Ed Yardeni

WEEKLY WEBCAST: The Gen-Shaped Economy

Jan 7, 2026 1 min read paid

It’s an economic curiosity of our times: The US economy is undeniably strong, in fact remarkably resilient in the face of recent headwinds. Yet it’s in the midst of an affordability crisis that has hit Gen Zers and other lower-income folks especially hard. Even so, consumer spending is brisk, and Dr Ed expects it to remain so. What’s going on? The paradoxes can be explained largely by

Ed Yardeni

WEEKLY WEBCAST: More Thoughts on 2026: Markets, Earnings, and Volatility

Dec 31, 2025 1 min read paid

Dr Ed Yardeni shares additional thoughts on the outlook for 2026, including why the economy and markets remain resilient and where risks may emerge. He discusses earnings-driven market gains, consensus S&P 500 targets, the impact of Fed easing and fiscal stimulus, and why the first half of 2026 could be volatile despite a constructive full-year outlook. Ed also covers AI competition, productivity trends, bond yields, deficits, gold, and

Ed Yardeni

WEEKLY WEBCAST: Stocks, Bonds & Gold In 2026

Dec 24, 2025 paid

Ed Yardeni shares his outlook for stocks, bonds, and gold in 2026, examining the key drivers that could shape each asset class in the year ahead. 🔒Exclusive Early Access for Paid Members: Below, you'll find Dr. Ed's latest webcast. Paid members can enjoy immediate access to the video. This content will become available to the public at a later date—don't miss out on

Ed Yardeni

WEEKLY WEBCAST: Game Of Thrones: The Mag-7 & The Fed

Dec 17, 2025 1 min read paid

It has all the drama of “Game of Thrones”: The Magnificent-7 kingdoms, each surrounded by moats, rarely had threatened each other’s monopolies in the past. Now, with the advent of AI, they have been encroaching on each other’s previously sacrosanct fiefdoms, forcing one another to spend ever more to remain in the game. Amid the chaotic disruption, investors’ AI euphoria has given way to AI agita as confidence

Ed Yardeni

WEEKLY WEBCAST: 2026: Another Year Of Living Audaciously!

Dec 10, 2025 1 min read paid

The coming new year looks like another good one for stock investors. Dr Ed is adjusting his subjective odds of various stock market scenarios, including raising the odds of his base-case Roaring 2020s outlook to 60%. Associated assumptions for earnings and valuation levels produce an S&P 500 price target of 7700 by year-end 2026. Alternative scenarios include a bear case, triggered by a recession or recession fears (20%

Ed Yardeni

WEEKLY WEBCAST: 2026 Is Coming!

Nov 26, 2025 1 min read

Our base-case outlook calls for a continuation of the Roaring 2020s scenario next year, with ongoing productivity gains that fuel a robust economy, which propels earnings and the stock market higher. Today, Dr Ed reviews the Roaring 2020s thesis; outlines what he expects 2026 will bring in terms of economic variables, earnings, and the S&P 500; makes portfolio allocation recommendations; and weighs in on the “Impressive-493,” the rising

Ed Yardeni

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