Ed Yardeni
The Navigator
Judgement in the fog, money, risk and the call others cannot make.
Ed Yardeni reads as The Navigator because he charts macro conditions through empirical sequencing rather than ideological precommitment. His data-first inversion of standard forecasting practice is itself a navigational method.
“I think that they first start out with theories and then look for data to support it. I start with the data and then come to the conclusion rather than the other way around.”
explaining superior forecasting methodologyundated
“My model is inverted yield curve, financial crisis, credit crunch, recession. I don't see that happening. The economy is demonstrating that there's no call for a recession.”
arguing against consensus recession callsundated
“I've been promoting the idea of the roaring twenty twenties scenario. If this is the roaring twenties, the decade still has a ways to go — and those could be the biggest of the roar.”
long-term bull market outlookundated
Masters in Business: “Ed Yardeni on Long-Term Bull Market”
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