Wall Street Veteran Puts Meltdown Odds at 35% | Prof G Markets

Описание: This week on Prof G Markets, Ed Elson and Scott Galloway are joined by Ed Yardeni to discuss why he recently raised the odds of a recession this year. He also weighs in on the risks in private credit, what he thinks could fundamentally change America, and what’s really going on in the bond market right now.

Ed Yardeni is the President of Yardeni Research, a provider of global investment strategies and asset-allocation analysis.

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Timestamps:
00:00 Today's number
00:47 Today's episode
10:43 Interview with Ed Yardeni
10:55 What has this war done to the U.S. economy and what might it mean for markets?
14:13 Why are investors feeling so positive on a relative basis about this?
16:58 How do you see a recession playing out and how bad would it be?
19:31 What long ball predictions do you have about what we’re not focused on if this starts when we least expect it?
22:59 Is private credit still a concern or is it also a buying opportunity across those firms?
26:35 Ad break
30:22 What are the things you’re looking at that could fundamentally change America?
36:25 Do you agree with the thesis that we will see outflows from the U.S. markets to emerging markets?
40:58 What is happening in the bond market right now and why aren’t the bond vigilantes as active as they were last year?
44:41 Ad break
48:36 What are your thoughts on whether this destruction in the labor force is overblown or underblown?
51:26 What is the deal with the U.S.'s debt situation and is it going to come back to bite us?
58:15 Break
58:24 Conclusion
01:02:38 Credits

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