Posts about:
Markets may be hitting new highs, but Jonathan Wellum, CEO of Rocklink Investment Partners, warns that valuations are stretched and investors need to be selective. In this interview with James Connor, he explains where he’s still finding value, how Trump’s tariffs and trade policies are reshaping the global economy, and why Canada risks falling further behind the United States.
Could this decade redefine economic growth and markets? Ed Yardeni believes it might. He joins James Connor to unpack his prediction of record highs for the S&P 500, driven by revolutionary advancements in AI, humanoids, and productivity. Ed also explains why a long-anticipated recession has not been forthcoming, as the U.S. economy has showcased remarkable resilience, supported by robust markets and technological advances. However, risks like speculative market bubbles and policy missteps loom large. Learn how technological innovation, productivity gains, and pro-growth policies could lead us to call this decade the Roaring 2020s!