Season 02 Episode 02                                           19:24 Dr. David Kelly and Shane Duffy, Lead Portfolio Manager of the International Equity Group here at J.P. Morgan Asset Management, discuss if investors should increase exposure to international equities.

Season 02 Episode 01                                             11:58 Tune in to hear Dr. David Kelly and Clare Hart, Lead Portfolio Manager of the Equity Income Fund here at JP Morgan Asset Management, to discuss if investors should take a closer look at value in 2021.

Season 01 Episode 07                                            14:04 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                                            26:13 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                                           37:24 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                                            21:55 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                                           23:22 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 02                                           26:55 Technological change is, of course, the most powerful force shaping the economy of the future. Tune in to hear David Kelly and Global Market Strategist Jack Manley discuss how the impact of technological innovations is shaping the world and the investment environment, both today and in the decades ahead.

Season 01 Episode 01                                            28:36 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.