Ed Yardeni on Investing Strategy

Summary

Ed Yardeni explains he avoids active trading due to conflict of interest and sticks to ETFs. He expresses strong belief in the market, particularly the S&P 500 and Nasdaq 100, citing technology as a leading sector. He suggests that Trump-linked investor accounts will likely follow a growth-oriented investment approach.

• Yardeni does not trade actively due to a conflict of interest with his research role.
• He prefers a liquid portfolio of ETFs holding stocks and bonds.
• He states a bullish conviction in the overall equity market.
• The S&P 500 is viewed as having performed very well.
• The Nasdaq 100 is seen as even better, driven by technology's leadership in the economy.
• He expects investors influenced by Trump policies to similarly favor growth investments.