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The Ultimate Bull Vs. Bear Debate: Ed Yardeni & David Rosenberg

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Manage episode 511462209 series 3614106
Content provided by The David Lin Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The David Lin Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Economists Ed Yardeni, President of Yardeni Research, and David Rosenberg, President of Rosenberg Research & Associates, debate the growth of the economy and the outlook for markets.This video was disseminated on behalf of Streamex, and was funded by Gold Standard Media LLC and/or affiliates. For our full disclaimer, please visit: https://portal.goldstandardir.com/disclaimer/STEX-233Learn more about Streamex (NASDAQ: STEX): https://www.streamex.com/*This video was recorded on October 3, 2025Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW EDWARD YARDENI:Website: https://yardeni.com/Yardeni QuickTakes: https://www.yardeniquicktakes.com/Twitter (@yardeni): https://twitter.com/yardeniFOLLOW DAVID ROSENBERG:Rosenberg Research: https://www.rosenbergresearch.com/Twitter (@EconguyRosie): https://x.com/EconguyRosieemail: [email protected] FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at [email protected]*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro1:28 - S&P 500 outlook 10:25 - Gold15:39 - Recession outlook 20:40 - Labor market 28:36 - Residential real estate and stocks35:50 - Wealth effect and markets 43:00 - Market bubble 46:00 - Market concentration 47:50 - AI as “game changer”55:27 - Investment themes #stocks #economy #investing

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608 episodes

Artwork
iconShare
 
Manage episode 511462209 series 3614106
Content provided by The David Lin Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The David Lin Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Economists Ed Yardeni, President of Yardeni Research, and David Rosenberg, President of Rosenberg Research & Associates, debate the growth of the economy and the outlook for markets.This video was disseminated on behalf of Streamex, and was funded by Gold Standard Media LLC and/or affiliates. For our full disclaimer, please visit: https://portal.goldstandardir.com/disclaimer/STEX-233Learn more about Streamex (NASDAQ: STEX): https://www.streamex.com/*This video was recorded on October 3, 2025Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW EDWARD YARDENI:Website: https://yardeni.com/Yardeni QuickTakes: https://www.yardeniquicktakes.com/Twitter (@yardeni): https://twitter.com/yardeniFOLLOW DAVID ROSENBERG:Rosenberg Research: https://www.rosenbergresearch.com/Twitter (@EconguyRosie): https://x.com/EconguyRosieemail: [email protected] FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at [email protected]*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro1:28 - S&P 500 outlook 10:25 - Gold15:39 - Recession outlook 20:40 - Labor market 28:36 - Residential real estate and stocks35:50 - Wealth effect and markets 43:00 - Market bubble 46:00 - Market concentration 47:50 - AI as “game changer”55:27 - Investment themes #stocks #economy #investing

  continue reading

608 episodes

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