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The David Lin Report · Yesterday · 33 min

Bond Vigilantes Attack: Will They Crash Risk Assets Again? | Ed Yardeni

🔒 Get 20% off DeleteMe by going to https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN to protect your privacy!And 🔈 Listen to What the Hack?, an award-winning, true cybercrime podcast: https://pod.link/1571482669 Ed Yardeni, President of Yardeni Research, discusses bond markets, inflation, economic resilience, corporate earnings, AI investment, productivity, wages, and the forces shaping financial markets.Watch Dr. Yardeni's last interview: https://youtu.be/0rNLXroJmC4*This video was recorded on August 6, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe 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/X (@yardeni): https://x.com/yardeniFOLLOW 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.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.0:55 - Bond Vigilantes & Fed Policy7:19 - Bond Yields, Inflation & Debt Fears14:58 - Bond Yields, Nominal GDP & Global Markets18:12 - Japan, the Yen & Treasury Market Risks19:32 - Earnings Momentum & Market Valuations23:49 - AI Capex, Hyperscalers & Productivity27:21 - Wages & Inflation Expectations30:51 - Investing Across the AI Trade#stocks #investing #economy

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🔒 Get 20% off DeleteMe by going to https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN to protect your privacy!And 🔈 Listen to What the Hack?, an award-winning, true cybercrime podcast: https://pod.link/1571482669 Ed Yardeni, President of Yardeni Research, discusses bond markets, inflation, economic resilience, corporate earnings, AI investment, productivity, wages, and the forces shaping financial markets.Watch Dr. Yardeni's last interview: https://youtu.be/0rNLXroJmC4*This video was recorded on August 6, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe 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/X (@yardeni): https://x.com/yardeniFOLLOW 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.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.0:55 - Bond Vigilantes & Fed Policy7:19 - Bond Yields, Inflation & Debt Fears14:58 - Bond Yields, Nominal GDP & Global Markets18:12 - Japan, the Yen & Treasury Market Risks19:32 - Earnings Momentum & Market Valuations23:49 - AI Capex, Hyperscalers & Productivity27:21 - Wages & Inflation Expectations30:51 - Investing Across the AI Trade#stocks #investing #economy

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