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

July 24, 2019 Minds in Minutes: Playing offense and defense with alternative assets
What’s your game plan for the later cycle? In our new podcast, we explain how alternative assets can help you play offense and defense for clients seeking higher returns with lower risk.
15 min
July 22, 2019 Summer Sequels
The formula in Hollywood today lacks imagination. It's all about remakes and sequels. Financial markets, too, are seeing a series of sequels and a few are opening this week.
7 min
July 15, 2019 The Investment Implications of Excessive Stimulus
In the financial landscape of 2019, the Federal Government and Federal Reserve are playing the parts of over-indulgent grandparents, the markets are cast as the over-stimulated grandkids and investors are left with the role of responsible adults, having to make rational choices and knowing that they will eventually have to deal with the consequences of too much stimulus.
6 min
July 09, 2019 Let's Talk: Live Episode 2
Discover the role ETFs play in managing risk and diversifying portfolios.
15 min
July 08, 2019 Guide to the Markets for the third quarter of 2019
Dr. David Kelly discusses his current investment landscape, U.S. economic growth, political and trade risks, and late cycle opportunities.
39 min
July 08, 2019 Dr. David Kelly’s Notes on the week ahead - July 8, 2019
Listen every week to Dr. David Kelly’s commentary on the markets and economy
8 min
July 08, 2019 Chairman Powell’s Message
On Wednesday and Thursday of this week, Fed Chairman, Jay Powell, will deliver his semi-annual testimony to Congress on the outlook for the economy and monetary policy. As he prepares, while he will focus on the clarity of his message, he may well be distracted by the potential reaction of political and market audiences.
8 min
July 01, 2019 Dr. David Kelly’s Notes on the week ahead - July 1, 2019
Listen every week to Dr. David Kelly’s commentary on the markets and economy
9 min
July 01, 2019 Can the Fed stop at just two rate cuts?
My wife, Sari, is an excellent cook and sometimes, when I return from a long day, I'm met at the front door by the delicious scent of freshly-baked chocolate-chip M&M cookies. The problem is, with a pair of cookies eaten but a big pile of them still smiling up at me, can I stop at just two? The Federal Reserve faces a similar dilemma when it comes to rate cuts.
8 min
June 25, 2019 Introducing the Guide to Alternatives for the second quarter of 2019
Simplifying the complex world of alternative investments to help inform your decisions across real estate, infrastructure, private markets and hedge funds.
39 min