Notes on the Week Ahead

By Dr. David KellyBusiness Investing

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Typical duration
13 min
per episode

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Notes on the Week Ahead episodes

May 08, 2020 Monthly JPST audio commentary - April 30, 2020
Listen to Portfolio Manager James McNerny discuss how he is navigating volatile markets and the impact his ultra-short strategy. For more information on JPST or other J.P. Morgan ETFs please visit jpmorgan.com/etf.
13 min
May 05, 2020 Lessons from East Asia
On Friday, the Bureau of Labor Statistics will release the Unemployment Rate for April, which will undoubtedly be the single ugliest economic statistic of my lifetime. We estimate that, based mainly on continuing unemployment claims, the number will come in at 15.5%. We also estimate that roughly 19 million Payroll Jobs were lost in the month.
8 min
May 05, 2020 Dr. David Kelly’s Notes on the week ahead - May 5, 2020
Listen every week to Dr. David Kelly’s commentary on the markets and economy
8 min
April 29, 2020 Is now the time to invest in small cap stocks?
Global markets have roiled in the face of COVID-19 and social distancing, and many investors are looking to “pick up the pieces,” eagerly hunting for the next big opportunity.
6 min
April 28, 2020 Inflation risks in the wake of the pandemic
In the classic Roadrunner skit, the Coyote buries one ACME box of dynamite beneath a pile of birdseed, strings the wires to a detonator hidden behind a rock, waits for our hero to arrive and start pecking, and then forcefully pushes down on the plunger.
11 min
April 27, 2020 Dr. David Kelly’s Notes on the week ahead - April 27, 2020
Listen every week to Dr. David Kelly’s commentary on the markets and economy
11 min
April 21, 2020 The Road to Recovery
Every summer when I was growing up, we would spend a week or two on holiday in the West of Ireland. These trips would always start in discomfort, as I was one of a large number of children squished into the back of a small car.
13 min
April 20, 2020 Dr. David Kelly’s Notes on the week ahead - April 20, 2020
Listen every week to Dr. David Kelly’s commentary on the markets and economy
13 min
April 14, 2020 Why the stock market isn't more worried
In this uniquely repetitive era for all of us, Saturday marked a first for my wife, Sari, and I. Armed with a sharp pair of scissors and with a manic gleam in her eye, she attacked the task of cutting my hair.
9 min
April 13, 2020 Dr. David Kelly’s Notes on the week ahead - April 13, 2020
Listen every week to Dr. David Kelly’s commentary on the markets and economy
9 min