Ed Yardeni
President of Yardeni Research · former Chief Investment Strategist at Prudential Equity Group
aka Dr. Ed Yardeni, Dr. Yardeni
“I think by the end of 2029, which will be the end of the decade, I think we will not have a recession. I have the S&P 500 at 10,000 by the end of the decade.”
“In my mind, AI is evolutionary, evolutionary, not revolutionary. The revolution is what I call a digital revolution, and it started in the mid-1960s with the IBM mainframe.”
“I think what AI forced a lot of companies to do is say, okay, stop the music, we're not hiring anymore, we're not firing anymore. I want an up and down investigation of our company.”
“I think by the end of the decade the market's gonna be discounting $500 a share. Times 20 is 10,000.”
Ed Yardeni
One-line summary: Independent strategist; Roaring 2020s / no-recession-through-2029 / S&P 10,000 call. Tracked for the earnings-are-real (not steroid) counter-thesis.
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Said
Speaker-attributed claims extracted from diarized sources. Each bullet mirrors one entry in quotes: frontmatter — keep them in sync.
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On us-recession-resistance-regime, ai-housecleaning-to-structural-margin-uptrend:
"I think by the end of 2029, which will be the end of the decade, I think we will not have a recession. I have the S&P 500 at 10,000 by the end of the decade." — 2026-08-15-the-compound-and-friends-the-man-who-called-the-roaring (2026-08-07)
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On ai-housecleaning-to-structural-margin-uptrend:
"In my mind, AI is evolutionary, evolutionary, not revolutionary. The revolution is what I call a digital revolution, and it started in the mid-1960s with the IBM mainframe." — 2026-08-15-the-compound-and-friends-the-man-who-called-the-roaring (2026-08-07)
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On ai-housecleaning-to-structural-margin-uptrend, steroid-era-earnings-inflation:
"I think what AI forced a lot of companies to do is say, okay, stop the music, we're not hiring anymore, we're not firing anymore. I want an up and down investigation of our company." — 2026-08-15-the-compound-and-friends-the-man-who-called-the-roaring (2026-08-07)
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On us-recession-resistance-regime, ai-housecleaning-to-structural-margin-uptrend:
"I think by the end of the decade the market's gonna be discounting $500 a share. Times 20 is 10,000." — 2026-08-15-the-compound-and-friends-the-man-who-called-the-roaring (2026-08-07)
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