This week, we speak with Dr. Ed Yardeni, President of Yardeni Research, a provider of global investment strategies and asset-allocation analyses and recommendations. He previously served as Chief Investment Strategist of Oak Associates, Prudential Equity Group, and Deutsche Bank’s US equities division in New York City. He taught at Columbia University’s Graduate School of Business and was an economist with the Federal Reserve Bank of New York and at the Federal Reserve Board of Governors and the US Treasury Department in Washington, D.C.
He is the author of “Predicting the Markets: A Professional Autobiography.”
We discuss how his unusual career developed, with his covering both Investment strategy AND economic analysis. He has put together an enviable track record of analyzing when risk is low or high, and how investors should be positioning their portfolios.
A list of his favorite books is here; A transcript of our conversation is available here Tuesday.
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here.
Be sure to check out our Masters in Business next week with Joanne Bradford, who held executive leadership positions at Microsoft, Yahoo, Pinterest, Demand Media and BusinessWeek. She served as the Chief Revenue Officer at Microsoft, COO, and Chief Marketing Officer at SoFi (2015-2019), Most recently, she was President of Honey, where she orchestrated the sale of to Paypal for $4 billion. She was named one of Ad Age’s 100 Most Influential Women in Advertising.
Ed Yardeni’s recent writing
Predicting the Markets: A Professional Autobiography by Edward Yardeni
Ed Yardeni Favorite Books
Engineers of Victory: The Problem Solvers Who Turned The Tide in the Second World War by Paul Kennedy
WORRYBIRD: The Life Story of a WWII Bomber and the Crew Who Flew by Roderick Stanley