Our thought leaders sit down for a conversational breakdown of big ideas, future trends, emerging topics and their investment implications complete with key takeaways to help inform building stronger investment plans and portfolios for the long-term.
Season 03 Episode 05 25:14
In today’s episode, Dr. David Kelly is joined by Gabriela Santos, Global Market Strategist at J.P. Morgan Asset Management, to discuss the recent developments in China and how they fit into the context of China’s long-term growth story.
Season 03 Episode 04 30:03
In today’s episode, Dr. David Kelly is joined by Meera Pandit, Global Market Strategist at J.P. Morgan Asset Management, to discuss the outlook for further fiscal stimulus with the infrastructure bill and budget reconciliation bill making their way through Congress.
Season 03 Episode 03 25:55
In today’s episode, Dr. David Kelly is joined by Sarah Kapnick, J.P. Morgan’s Climate Scientist and Sustainability Strategist, with a discussion on the sobering realities of climate change and the opportunities for policy and investment solutions.
Season 03 Episode 02 28:24
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.
Season 03 Episode 01 24:04
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 16:02
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 15:03
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 23:43
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 23:30
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 23:10
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 20:30
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 12:28
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 12:56
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.
Season 02 Episode 04 9:22
Tune in to hear Dr. David Kelly and Richard Taormina, head of the Tax Aware Strategies team here at J.P. Morgan Asset Management, discuss how to protect your portfolio in a rising rate environment.
Season 02 Episode 03 10:50
Tune in to hear Dr. David Kelly and Hamilton Reiner, head of U.S. Equity Derivatives here at J.P. Morgan Asset Management, discuss how investors can participate in the equity market.
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.