Insights Now

Implications of the Russian Invasion of Ukraine


Listen Later

The Russian invasion of Ukraine has brought horrible human consequences, but for investors it’s also raised a lot of questions. On this episode, we review the broad implications of the Russian invasion for investors in a special roundtable interview. Dr. David Kelly is joined by David Maccarrone, equity research analyst at J.P. Morgan Asset Management, and retired General Mastin Robeson, member of the Academy Security's Geopolitical Team, in a discussion moderated by Stephanie Aliaga, Research Analyst at J.P. Morgan Asset Management. General Robeson sheds light on the current state of play in geopolitics and the scenarios that may unfold, while David Maccarrone and Dr. Kelly discuss the implications around commodities, inflation, and fiscal and monetary policy.

For additional insights from Dr. David Kelly, check out the Notes on the Week Ahead podcast and newsletter on Spotify, Apple, and LinkedIn.

...more
View all episodesView all episodes
Download on the App Store

Insights NowBy Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

  • 4.3
  • 4.3
  • 4.3
  • 4.3
  • 4.3

4.3

88 ratings


More shows like Insights Now

View all
Bloomberg Surveillance by Bloomberg

Bloomberg Surveillance

1,183 Listeners

Bloomberg Intelligence by Bloomberg

Bloomberg Intelligence

401 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

195 Listeners

Masters in Business by Bloomberg

Masters in Business

2,179 Listeners

Goldman Sachs Exchanges by Goldman Sachs

Goldman Sachs Exchanges

982 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

278 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,014 Listeners

UBS On-Air: Market Moves by Client Strategy Office

UBS On-Air: Market Moves

173 Listeners

Making Sense by J.P. Morgan

Making Sense

57 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,273 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

77 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,526 Listeners

Barron's Live by Barron's Live

Barron's Live

191 Listeners

Global Data Pod by J.P. Morgan Global Research

Global Data Pod

22 Listeners

Goldman Sachs The Markets by Goldman Sachs

Goldman Sachs The Markets

72 Listeners