Don't Sell Your Stocks! The Bears Are Wrong | Ed Yardeni

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com When today's guest expert was last on this channel, he predicted that the financial markets would have a "sloppy" start to 2025, but then find their footing and rise to new highs -- possibly as high as 7000 on the S&P -- by the end of the year. Of course, that was before the new Administration took office and all that has happened since then. So, is he still as bullish with his year-end outlook for stocks? Or have recent developments like the Trump tariffs required a downshifting of expectations? To find out, we're fortunate to be joined by Dr. Ed Yardini, President of Yardeni Research. #recession #bearmarket #bullmarket 0:00 - Tariff turmoil as key macro shock 5:46 - Recession odds rise to 45% 8:38 - Tariff policy critique & execution flaws 12:07 - Administration’s growth strategy assessment 19:21 - Uncertainty’s impact on spending 23:58 - Investment strategy: stay long, buy dips 26:12 - Fed’s rate cut hesitancy 31:06 - Tariffs as supply shock, not sustained inflation 34:30 - Stagflation vs. growth debate 38:26 - Entrepreneurial capitalism’s resilience 41:47 - Buffett’s cash hoard vs. market optimism 45:44 - Liquidity’s role in 2022 bottom 50:02 - Bond yield normalization at 4.25-4.5% 56:55 - Debt crisis as reform catalyst 59:18 - Resources to follow Yardeni’s work _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter. We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such. We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance. IMPORTANT NOTE: There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance. Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC. Copyright © 2025 Thoughtful Money LLC. All rights reserved.