Earnings melt up in stock market will bring equities higher, says Yardeni Research's Ed Yardeni

• The U.S. economy has shown remarkable resilience through various shocks, maintaining strong real GDP numbers.
• Corporate earnings are extremely resilient, driving an 'earnings-led melt-up' in the stock market.
• Yardeni anticipates no recession in the next four years, with market growth primarily driven by earnings.
• Geopolitical crises are often seen as buying opportunities, and the market is adapting to increased volatility.

Ed Yardeni of Yardeni Research discusses the remarkable resilience of the U.S. economy and corporate earnings, leading to an 'earnings-led melt-up' in the stock market. He maintains his 'roaring 2020s' thesis, expecting continued economic growth and earnings-driven market gains despite geopolitical noise and policy unpredictability.