Video Webcasts

WEEKLY WEBCAST: Anatomy Of The US Labor Market

Apr 8, 2026 1 min read paid

Last week's employment report was widely interpreted as good because jobs growth rebounded and the unemployment rate dropped. Dr Ed and Elias disagree. Our inflation-adjusted Earned Income Proxy fell as inflation surged, a bad sign. Moreover, the jobs growth required to keep unemployment stable (the "breakeven rate") has collapsed, so a dropping unemployment rate must be evaluated in that context. Both labor supply and labor demand

Ed Yardeni

WEEKLY WEBCAST: Bond Vigilantes Are Mobilizing Globally

Apr 1, 2026 1 min read paid

The unprecedented oil-supply shock caused by war in the Middle East has crushed investors’ former expectations for subdued inflation and dovish central banks’ actions. The Bond Vigilantes are repricing yield curves worldwide, especially at the short end, in some economies more than others. Today, Dr Ed and our new contributing editor Elias Griepentrog analyze what global yield-curve spreads imply about investors’ new expectations, opining that the front end of the

Ed Yardeni

WEEKLY WEBCAST: From Powell To Warsh

Mar 25, 2026 1 min read paid

Kevin Warsh, President Trump’s nominee to replace Fed Chair Powell, no doubt will lean toward dovish policy-making, under pressure from the President to convince the rest of the FOMC to err on the side of easing. But the timing of Warsh’s confirmation is uncertain. Today, Dr Ed along with our new contributing editor Elias Griepentrog take us on a thought experiment: Under three alternative scenarios for the length

Ed Yardeni

WEEKLY WEBCAST: Is Less Dire Strait Easing Market Fears? (with special guest Eric Wallerstein)

Mar 18, 2026 1 min read paid

The energy and financial markets are taking the war in the Middle East remarkably well, all things considered. Investors seem to believe that the war will be short-lived and perhaps are focusing on the bright side: The lost physical supplies of oil are maybe half as much as they could have been, partly because Iran is still allowing tankers from friendly nations to pass through the Strait of Hormuz. Today,

Ed Yardeni

WEEKLY WEBCAST: Between Iran & A Hard Place

Mar 11, 2026 1 min read paid

With the US suddenly thick in the fog of war, Dr Ed discusses the collateral effects on the US economy and stock market. Spiking oil prices may precipitate a stock market correction rather than a bear market, but the latter is possible. The Roaring 2020s remains Dr Ed’s base-case outlook for the rest of this year with subjective odds unchanged at 60%. But there’s now much less chance

Ed Yardeni

WEEKLY WEBCAST: Another Regime Alteration

Mar 4, 2026 1 min read paid

Saturday’s military attack on Iran by the US and Israel that killed Iran’s leader and 40 top officials is likely to push oil prices higher this week. However, in our short-war scenario, oil prices should fall in the coming weeks after a ceasefire. In any event, the attack also incapacitated Iran’s navy, so the threat of a blocked Strait of Hormuz has been greatly reduced. This is

Ed Yardeni

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

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