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Contrarian Investing

Ed Yardeni: Stocks Have Bottomed. Here’s What Comes Next for Gold, China & Trump’s Tariffs

Could Trump’s tariffs push China to the brink and trigger the next global crisis? In this must-watch conversation, market strategist Ed Yardeni joins James Connor to break down the explosive mix of politics, policy, and market volatility shaping 2025. Yardeni explains why he believes U.S. stocks may have already bottomed, why gold is back in favor, and how Trump’s trade agenda could have massive unintended consequences, including rising tension with China and the risk of conflict over Taiwan.

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