MoneyShow Masters Symposium Las Vegas

Dr. Ed Yardeni joins the MoneyShow MoneyMasters Podcast to analyze how recent Middle East conflicts and "the fog of war" are reshaping the global economic outlook. He discusses why he raised his recession odds to 35% and how current geopolitical volatility may force the Federal Reserve to pause interest rate cuts indefinitely. The discussion explores the risk of a 1970s-style "lost decade" versus the resilience of a more energy-independent US economy. Yardeni examines the ripple effects of oil price spikes on commodity markets, including potential shortages in fertilizer and rising food prices. Beyond the war headlines, Yardeni breaks down why the AI revolution remains a powerful long-term productivity driver rather than a dot-com bubble repeat. He also provides a unique perspective on the leadership at the Fed and the looming liquidity risks within the private credit market. CHAPTERS: 00:00 Introduction 00:43 Navigating Geopolitical Volatility in the Middle East 01:12 The "Fog of War": Impacts on Inflation and the Federal Reserve 02:22 U.S. Economic Resilience and Energy Independence 03:08 Assessing Recession Odds and the "Roaring 2020s" vs. 1970s Stagflation 05:08 Disruptions in Global Commodity Markets: Oil, Fertilizer, and Food 07:38 Predicting the Path of Fed Policy and Potential Leadership Changes 10:02 The AI Revolution: Productivity Driver or Dot-Com Style Bubble? 11:58 Liquidity Risks and the Potential for a Credit Crunch in Private Credit 13:56 Long-Term Investing Strategies During Global Crises Don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights! 📅 Join us July 20-22, 2026 at the MoneyShow Masters Symposium in Las Vegas to see Dr. Ed Yardeni live! Register here: https://www.lasvegasmms.com/registration/?scode=061246 For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page: https://www.youtube.com/@MoneyShow/podcasts Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2 Facebook: https://www.facebook.com/OfficialMoneyShow/ Instagram: https://www.instagram.com/moneyshow/# TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en X (Twitter): https://x.com/moneyshow LinkedIn: https://www.linkedin.com/company/moneyshow/