Season 03 Episode 02

In this episode, Dr. David Kelly is joined by Jordan Jackson, Global Strategist on the Market Insights Team at J.P. Morgan, for a discussion on the Fed’s timetable for reducing accommodation as the economy shows signs of a durable recovery.

Tune in to hear Dr. David Kelly and Michael Cembalest, two of J.P. Morgan’s most respected thought leaders, discuss the most pressing questions for investors as we head into the second half of 2021.

Season 02 Episode 12

Tune in to hear Dr. David Kelly and Ted Dimig, Head of Advisory and Core Beta Solutions, discuss model portfolios and how they can be used to benefit your clients.

Season 02 Episode 11

Tune in to hear Dr. David Kelly and Jeff Geller, who serves as a Chief Investment Officer of our Multi-Asset Solutions group, discuss portfolio allocation decisions across a global opportunity set.

Season 02 Episode 10

Tune in to hear Dr. David Kelly and Andrew Norelli, who serves as a portfolio manager for several global fixed income strategies, consider the impact of a reflationary environment

Season 02 Episode 09

Tune in to hear Dr. David Kelly and James McNerny, Lead Portfolio Manager of the actively managed JPMorgan Ultra-Short Income ETF, discuss how to make the most of your cash in a world of low yields.

Season 02 Episode 08

Tune in to hear Dr. David Kelly and Michael Schoenhaut, Lead Portfolio Manager of the JPMorgan Income Builder Fund, discuss how to achieve income in today's low bond and dividend yields world.

Season 02 Episode 07

Tune in to hear Dr. David Kelly and Giri Devulapally, Lead Portfolio Manager for the Large Cap Growth strategy here at JPMorgan Asset Management, discuss opportunities in technology trends over the long term.

Season 02 Episode 06

Tune in to hear Dr. David Kelly and Yazann Romahi, who manages a quantitative beta strategies team here at JP Morgan Asset Management, discuss the increased interest in factor investing.

Season 02 Episode 05

Tune in to hear Dr. David Kelly and Jennifer Wu, Global Head of Sustainable Investing here at J.P. Morgan Asset Management, discuss the increased interest in ESG investing.