Season 01 Episode 07

Tune in to hear Dr. David Kelly and Jordan Jackson, Global Market Strategist, discuss how low-interest rates have made the fixed income environment even more challenging for investors.

Season 01 Episode 06

Tune in to hear David Kelly and David Lebovitz, Global Market Strategist, discuss how the energy industry is evolving over the long-term.

Season 01 Episode 05

Tune in to hear David Kelly and John Bilton, Head of Global Multi-Asset Strategy, discuss the key themes and issues that are going to drive both economic growth, inflation, monetary and economic policy, and ultimately asset returns.

Season 01 Episode 04

Tune in to hear David Kelly and Global Market Strategist Samantha Azzarello discuss the key tenets of behavioral finance that every investor should be aware of.

Season 01 Episode 03

Many trends that persisted before 2020 have been accelerated by the COVID crisis, including dramatic shifts in demographics. Baby boomers, the largest generation ever, are aging and deaths are on the rise. Immigration has essentially halved compared to three years ago. And last year we saw the lowest birth rate ever.

Season 01 Episode 01

For global markets, there is no long-term issue greater than the growth and evolution of China as an economic superpower. Tune in to hear David Kelly and Global Market Strategist Gabriela Santos discuss the extraordinary progress in China’s economy.

Season 08 Episode 02                                          18:57 Historically, new and innovative technologies continually disrupt industries, creating more efficient ways to reach desired outcomes.  The exchange-traded fund, or ETF, is one example of these technologies in the financial services industry changing how we invest.  Dr. David Kelly is joined by Bryon Lake, Global Head of ETF Solutions at J.P. Morgan Asset Management, to discuss how investors use active ETFs to harness the tools of active management in a complex investment environment.

Season 08 Episode 01                                           25:04 In this episode, we dive into alternative assets.  Alternatives have seen incredible growth in the last decade and have provided new strategies for investing in public and private markets, as well as better ways to generate alpha, income, and diversification in traditional stock and bond portfolios.  For this conversation, Dr. David Kelly is joined by Anton Pil, Global Head of Alternatives, who has led the impressive growth of the alternatives platform at J.P. Morgan Asset Management.

Season 07 Episode 04                                          23:06 In this episode, as we wrap up our summer series Market Movers, two of JP Morgan’s most prominent thought leaders, Dr. David Kelly and Michael Feroli, Chief U.S. Economist for the JP Morgan Investment Bank, tackle the outlook for the U.S. economy and the Federal Reserve (Fed).    

Season 07 Episode 03                                           17:29 While the broader economy has remained resilient this year, the real estate sector has faced its fair share of headwinds, with higher mortgage rates and home prices, tighter lending conditions following the regional banking crisis, and pandemic-induced disruptions.  For today’s episode, Dr. David Kelly is joined by Dave Esrig, a Portfolio Manager at J.P. Morgan Asset Management, to discuss the trajectory of the real estate market.