In Praise Of Record Profits!

Ed Yardeni's podcast addresses market volatility, geopolitical risks, and economic resilience. He notes the outperformance of precious metals and small-cap stocks, while the Magnificent Seven's earnings are under scrutiny due to increased capital spending. Geopolitical tensions, including situations in Iran, Greenland, and China, contribute to market uncertainty. Yardeni believes defense spending and AI infrastructure are driving demand for metals, adjusting his gold price target for 2026 to $6,000. Despite demographic disparities, corporate profits, cash flow, and capital spending are at record highs, boosting productivity and potential wage growth. He also answers audience questions about the impact of potential Supreme Court rulings against Trump's tariff policy, precious metals, and GDP forecasts.

Outlines

Part 1: Market Performance, Geopolitics, and Defense

Part 2: Precious and Industrial Metals

Part 3: Global Markets and Emerging Economies

Part 4: Economic Resilience and Productivity

Part 5: Policy, Forecasts, and Q&A

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Ed Yardeni

Part 1: Market Performance, Geopolitics, and Defense

Market Blessings: Precious Metals, Defense Stocks, and the Magnificent Seven

Geopolitical Risks: Magnificent Seven's Spending, Iran, Greenland, and China

Defense Spending, Trump's Foreign Policy, and New York Real Estate Negotiations

Part 2: Precious and Industrial Metals

Debunking the "Sell America" Trade: Foreign Investment and Gold's Rise

Metals Market Surge: Silver, Platinum, and the Impact of Defense & AI

Industrial Metals Index, Emerging Markets, and Commodity Correlations

Part 3: Global Markets and Emerging Economies

Emerging Markets Performance, China Concerns, and Defense Sector ETFs

Part 4: Economic Resilience and Productivity

Resilient Economy, Record Profits, and Corporate Cash Flow

Capital Spending, Productivity Growth, and Labor Market Dynamics

Part 5: Policy, Forecasts, and Q&A

Tariff Policy, Silver Volatility, and Economic Forecasts Q&A

In Praise Of Record Profits!

Ed Yardeni

Part 1: Market Performance, Geopolitics, and Defense

00:14Market Blessings: Precious Metals, Defense Stocks, and the Magnificent Seven

Market Blessings: Precious Metals, Defense Stocks, and the Magnificent Seven

01:35Geopolitical Risks: Magnificent Seven's Spending, Iran, Greenland, and China

Geopolitical Risks: Magnificent Seven's Spending, Iran, Greenland, and China

05:54Defense Spending, Trump's Foreign Policy, and New York Real Estate Negotiations

Defense Spending, Trump's Foreign Policy, and New York Real Estate Negotiations

Part 2: Precious and Industrial Metals

09:03Debunking the "Sell America" Trade: Foreign Investment and Gold's Rise

Debunking the "Sell America" Trade: Foreign Investment and Gold's Rise

13:38Metals Market Surge: Silver, Platinum, and the Impact of Defense & AI

Metals Market Surge: Silver, Platinum, and the Impact of Defense & AI

15:37Industrial Metals Index, Emerging Markets, and Commodity Correlations

Industrial Metals Index, Emerging Markets, and Commodity Correlations

Part 3: Global Markets and Emerging Economies

18:43Emerging Markets Performance, China Concerns, and Defense Sector ETFs

Emerging Markets Performance, China Concerns, and Defense Sector ETFs

Part 4: Economic Resilience and Productivity

21:51Resilient Economy, Record Profits, and Corporate Cash Flow

Resilient Economy, Record Profits, and Corporate Cash Flow

25:30Capital Spending, Productivity Growth, and Labor Market Dynamics

Capital Spending, Productivity Growth, and Labor Market Dynamics

Part 5: Policy, Forecasts, and Q&A

29:36Tariff Policy, Silver Volatility, and Economic Forecasts Q&A

Tariff Policy, Silver Volatility, and Economic Forecasts Q&A