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02:22 - Introduction to Ed Yardini
07:07 - Why has the economics profession got it wrong again?
11:06 - What should we feel the maximum impact of the tightening?
14:43 - Why are we seeing a change in bond yields?
19:18 - Are we spiralling into a crisis?
25:19 - The outlook for the debt crisis*
29:08 - Will AI save us?
32:22 - Analysing productivity and growth
36:05 - Learning from history - what is different this time?
41:40 - The baby boom generation - inflationary or deflationary?
44:06 - China and Japan being deflationary?
45:23 - Are emerging markets benefitting from deglobalization?
47:50 - The outlook for equities
52:14 - The U.S vs the rest
53:32 - Advice for new investors