MoneyMasters Podcast 🎙️ 3/26/26: Yardeni on Navigating the "Fog of War"

Mike Larson | Editor-in-Chief

This week Dr. Ed Yardeni joins the MoneyShow MoneyMasters Podcast to analyze how the Middle East conflict 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 also 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.

Don’t forget: Ed is speaking at the 2026 MoneyShow Masters Symposium Las Vegas, scheduled for July 20-22. Click HERE to see him live.

Stovall: My Take on the “Buy or Bail?” Question

As chief investment strategist, Sam Stovall serves as analyst, publisher, and communicator of CFRA Research’s outlooks for the economy, market, and key sectors. In this presentation from our March MoneyShow Virtual Expo, he answers the question on every investor’s mind: Should I buy…or bail? 

Today: Your LAST Chance to Get Discounted Hollywood Pricing!

I’m going to keep this short. Today is your LAST chance to qualify for “Early Bird” discount pricing on the 2026 MoneyShow Masters Symposium Hollywood Florida.

If we don’t hear from you by 11:59 pm Eastern tonight, you’ll pay $100 more for a Standard or Preferred Pass. I don’t want that to happen any more than you do – so tap the button below to lock in your savings to the April 9-11 event...

• SPX: Stabilization Doesn't Mean Calm in this Headline-Driven Market
  👉️ TICKER: SPX
  Stabilization in markets does not mean calm. It simply means investors are beginning to digest and analyze the news flow rather than just reacting to every headline. And that’s an important distinction for the S&P 500 Index (^SPX) here, writes Kenny Polcari, chief market strategist at SlateStone Wealth.

• Gold: After Wild Volatility, What's the Medium-Term Outlook?
  👉️ TICKERS: GDX, GLD
  Gold dropped from a peak of $5,375 on Jan. 29 to $4,661 by Feb. 2. By March 2, it was back at $5,419...and on March 23, the low was $4,099. That’s a lot of volatility. Now, let’s consider the medium-term outlook for gold, writes Eoin Treacy, editor of Fuller Treacy Money.

🏖️ 📈 Join 50+ top market experts for the 2026 MoneyShow Masters Symposium Hollywood Florida. Click HERE to get fresh portfolio picks and powerful trading strategies at our beautiful oceanfront venue April 9-11!