About this episode
Economists Ed Yardeni, President of Yardeni Research, and David Rosenberg, President of Rosenberg Research & Associates, debate the growth of the economy and the outlook for markets.This video was disseminated on behalf of Streamex, and was funded by Gold Standard Media LLC and/or affiliates. For our full disclaimer, please visit: https://portal.goldstandardir.com/disclaimer/STEX-233Learn more about Streamex (NASDAQ: STEX): https://www.streamex.com/*This video was recorded on October 3, 2025Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW EDWARD YARDENI:Website: https://yardeni.com/Yardeni QuickTakes: https://www.yardeniquicktakes.com/Twitter (@yardeni): https://twitter.com/yardeniFOLLOW DAVID ROSENBERG:Rosenberg Research: https://www.rosenbergresearch.com/Twitter (@EconguyRosie): https://x.com/EconguyRosieemail: information@rosenbergresearch.com FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro1:28 - S&P 500 outlook 10:25 - Gold15:39 - Recession outlook 20:40 - Labor market 28:36 - Residential real estate and stocks35:50 - Wealth effect and markets 43:00 - Market bubble 46:00 - Market concentration 47:50 - AI as “game changer”55:27 - Investment themes #stocks #economy #investing