Video Webcasts

WEEKLY WEBCAST: The Oil Shock & Inflation

Apr 29, 2026 1 min read paid

Why hasn’t the price of Brent crude oil gone through the roof despite the closure of the Strait of Hormuz since February 28? Ed and Elias explain the anomalous price action. … Also: Why US oil producers aren’t pumped enough by higher energy prices to save the day. … And: How the energy supply crisis is likely to feed into inflation, not just via higher gasoline and fuel prices but

Ed Yardeni

WEEKLY WEBCAST: Debating Warsh

Apr 22, 2026 1 min read paid

Kevin Warsh, the probable next Fed chair, wants to lower the federal funds rate sooner rather than later. Few FOMC members agree with him. Ed and Elias don’t either. Today, they explain why Warsh’s case for lower rates is fundamentally flawed. It rests on the economic dogma that, because the labor share of National Income is declining amid an AI-fueled productivity boom, the theoretical neutral federal funds rate,

Ed Yardeni

WEEKLY WEBCAST: On US Profits, Consumers & Inflation

Apr 15, 2026 1 min read paid

With the US economy producing record-breaking earnings and margins, Dr Ed and Elias wouldn’t be surprised to see employment pick up despite AI adoption and other factors holding it back. … They also expect consumer spending to remain resiliently robust even though income growth isn’t keeping up, which is depressing the saving rate. But not even a negative saving rate—which may occur—would tank consumer spending in today’

Ed Yardeni

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

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