Notes on the Week Ahead

Notes on the Week Ahead

273 episodes

Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management to help prepare you for the week ahead.

Podcasts

Time for a Fed Change of Tune

Published: March 15, 2021, 1:20 p.m.
Duration: 6 minutes 45 seconds

Listed in: Investing

Boil then Simmer

Published: March 8, 2021, 1:45 p.m.
Duration: 10 minutes 21 seconds

Listed in: Investing

Interest Rates and Equities in a Strengthening Economy

Published: March 1, 2021, 3:46 p.m.
Duration: 8 minutes 48 seconds

Listed in: Investing

Interest Rates in an Early Spring

Published: Feb. 22, 2021, 3:26 p.m.
Duration: 7 minutes 55 seconds

Listed in: Investing

Investing With a Lead

Published: Feb. 16, 2021, 3:36 p.m.
Duration: 10 minutes 33 seconds

Listed in: Investing

A New Year for China

Published: Feb. 8, 2021, 2:45 p.m.
Duration: 9 minutes 40 seconds

Listed in: Investing

How is the vaccine rollout progressing?

Published: Feb. 3, 2021, 6:12 p.m.
Duration: 4 minutes 17 seconds

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The Race to Full Employment

Published: Feb. 1, 2021, 2:41 p.m.
Duration: 8 minutes 47 seconds

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The Pandemic Crisis and the Policy Reaction

Published: Jan. 26, 2021, 4:44 p.m.
Duration: 7 minutes 24 seconds

Listed in: Investing

The Investment Implications of Biden Rescue Plan

Published: Jan. 19, 2021, 5:39 p.m.
Duration: 13 minutes 20 seconds

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The Price of Partisanship

Published: Jan. 4, 2021, 2:44 p.m.
Duration: 8 minutes 40 seconds

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The Investment Implications of the Stimulus Deal

Published: Dec. 21, 2020, 3:46 p.m.
Duration: 7 minutes 52 seconds

Listed in: Investing

What the Fed Can’t Fix

Published: Dec. 14, 2020, 3:31 p.m.
Duration: 9 minutes 36 seconds

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The Need for Support more than Stimulus

Published: Dec. 7, 2020, 2:31 p.m.
Duration: 8 minutes 37 seconds

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The Investment Implications of a Falling Dollar

Published: Dec. 1, 2020, 4:44 p.m.
Duration: 7 minutes 12 seconds

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The Winter Wave and the 2021 Rebound

Published: Nov. 23, 2020, 11:31 p.m.
Duration: 8 minutes 49 seconds

Listed in: Investing

A Long-Term Perspective on Investing

Published: Nov. 16, 2020, 1:33 p.m.
Duration: 9 minutes 31 seconds

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Mapping out the road ahead

Published: Nov. 10, 2020, 5:05 p.m.
Duration: 8 minutes 45 seconds

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Recovery Realities

Published: Oct. 26, 2020, 1:35 p.m.
Duration: 8 minutes 11 seconds

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Reversing the Population Pause

Published: Oct. 19, 2020, 2:32 p.m.
Duration: 8 minutes 32 seconds

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The Fed’s Timetable

Published: Oct. 12, 2020, 3:05 p.m.
Duration: 10 minutes 24 seconds

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The Investment Implications of a Contested Election

Published: Sept. 28, 2020, 2:36 p.m.
Duration: 10 minutes 13 seconds

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The Problem with MMT

Published: Sept. 21, 2020, 2:50 p.m.
Duration: 13 minutes 58 seconds

Listed in: Investing

The Pandemic Marathon

Published: Sept. 8, 2020, 3:48 p.m.
Duration: 9 minutes 32 seconds

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An Exuberant Rally in an Incomplete Recovery

Published: Aug. 31, 2020, 4:31 p.m.
Duration: 8 minutes 54 seconds

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Average-Inflation Targeting in a Washington without Hawks

Published: Aug. 24, 2020, 2:26 p.m.
Duration: 7 minutes 46 seconds

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The Human Implications of the Washington Stalemate

Published: Aug. 17, 2020, 9:58 p.m.
Duration: 10 minutes 23 seconds

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Dr. David Kelly’s Notes on the week ahead - August 17, 2020

Published: Aug. 17, 2020, 3:44 p.m.
Duration: 10 minutes 23 seconds

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Dr. David Kelly’s Notes on the week ahead - August 10, 2020

Published: Aug. 10, 2020, 3:44 p.m.
Duration: 10 minutes 24 seconds

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The Investment Implications of the Coronavirus Debt Surge

Published: Aug. 10, 2020, 2:11 p.m.
Duration: 10 minutes 24 seconds

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Dr. David Kelly’s Notes on the week ahead - August 3, 2020

Published: Aug. 3, 2020, 3:44 p.m.
Duration: 9 minutes 53 seconds

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The View from the Base of Recovery Mountain

Published: Aug. 3, 2020, 1:38 p.m.
Duration: 9 minutes 52 seconds

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Dr. David Kelly’s Notes on the week ahead - February 3, 2020

Published: July 29, 2020, 6:20 p.m.
Duration: 5 minutes 46 seconds

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An Antidote to Risk

Published: July 28, 2020, 5:49 p.m.
Duration: 10 minutes 5 seconds

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Dr. David Kelly’s Notes on the week ahead - July 27, 2020

Published: July 27, 2020, 3:44 p.m.
Duration: 10 minutes 5 seconds

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Dr. David Kelly’s Notes on the week ahead - July 20, 2020

Published: July 20, 2020, 3:44 p.m.
Duration: 10 minutes 36 seconds

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Monthly JPST audio commentary - July 9, 2020

Published: July 9, 2020, 1:05 p.m.
Duration: 14 minutes 57 seconds

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Dr. David Kelly’s Notes on the week ahead - July 6, 2020

Published: July 6, 2020, 3:44 p.m.
Duration: 9 minutes 49 seconds

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The Backroads of Economic Recovery

Published: July 6, 2020, 1:07 p.m.
Duration: 9 minutes 48 seconds

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The Investment Implications of a Rolling-Wave Pandemic

Published: June 29, 2020, 3:52 p.m.
Duration: 8 minutes 45 seconds

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Dr. David Kelly’s Notes on the week ahead - June 29, 2020

Published: June 29, 2020, 3:44 p.m.
Duration: 8 minutes 45 seconds

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Dr. David Kelly’s Notes on the week ahead - June 22, 2020

Published: June 22, 2020, 3:44 p.m.
Duration: 8 minutes 3 seconds

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Risks to the Market

Published: June 15, 2020, 9:12 p.m.
Duration: 17 minutes 19 seconds

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Dr. David Kelly’s Notes on the week ahead - June 15, 2020

Published: June 15, 2020, 1:38 p.m.
Duration: 10 minutes 7 seconds

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Dr. David Kelly’s Notes on the week ahead - June 8, 2020

Published: June 8, 2020, 1:38 p.m.
Duration: 10 minutes 24 seconds

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The Patchwork Quilt

Published: June 1, 2020, 2:40 p.m.
Duration: 7 minutes 56 seconds

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Dr. David Kelly’s Notes on the week ahead - June 1, 2020

Published: June 1, 2020, 1:38 p.m.
Duration: 7 minutes 56 seconds

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Dr. David Kelly’s Notes on the week ahead - May 26, 2020

Published: May 26, 2020, 4:07 p.m.
Duration: 14 minutes 12 seconds

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Patterns of Recession

Published: May 26, 2020, 1:36 p.m.
Duration: 14 minutes 10 seconds

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Should I go to the equity market for income?

Published: May 13, 2020, 7:31 p.m.
Duration: 4 minutes 53 seconds

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Monthly JPST audio commentary - April 30, 2020

Published: May 9, 2020, 3:56 a.m.
Duration: 12 minutes 54 seconds

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Dr. David Kelly’s Notes on the week ahead - May 5, 2020

Published: May 5, 2020, 4:07 p.m.
Duration: 7 minutes 52 seconds

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Lessons from East Asia

Published: May 5, 2020, 1:18 p.m.
Duration: 7 minutes 51 seconds

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Is now the time to invest in small cap stocks?

Published: April 29, 2020, 7:43 p.m.
Duration: 5 minutes 44 seconds

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Inflation risks in the wake of the pandemic

Published: April 28, 2020, 2:36 a.m.
Duration: 10 minutes 21 seconds

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Dr. David Kelly’s Notes on the week ahead - April 27, 2020

Published: April 27, 2020, 4:07 p.m.
Duration: 10 minutes 21 seconds

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The Road to Recovery

Published: April 21, 2020, 2:35 a.m.
Duration: 12 minutes 15 seconds

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Dr. David Kelly’s Notes on the week ahead - April 20, 2020

Published: April 20, 2020, 4:07 p.m.
Duration: 12 minutes 15 seconds

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Why the stock market isn't more worried

Published: April 14, 2020, 2:34 a.m.
Duration: 8 minutes 39 seconds

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Dr. David Kelly’s Notes on the week ahead - April 13, 2020

Published: April 13, 2020, 4:07 p.m.
Duration: 8 minutes 39 seconds

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How to think about your investments and retirement in today’s volatile market

Published: April 13, 2020, 3:36 p.m.
Duration: 26 minutes 21 seconds

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Monthly JPST audio commentary - March 31, 2020

Published: April 7, 2020, 8:09 p.m.
Duration: 14 minutes 31 seconds

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Who’s buying and who’s selling?

Published: April 3, 2020, 7:43 p.m.
Duration: 4 minutes 12 seconds

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The Investment implications of the CARES act

Published: March 31, 2020, 2:34 a.m.
Duration: 13 minutes 49 seconds

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Dr. David Kelly’s Notes on the week ahead - March 30, 2020

Published: March 30, 2020, 4:07 p.m.
Duration: 13 minutes 49 seconds

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Holding an economy in suspended animation

Published: March 24, 2020, 2:33 a.m.
Duration: 7 minutes 37 seconds

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The Investment Implications of COVID-19 ; an update

Published: March 17, 2020, 2:31 a.m.
Duration: 11 minutes 25 seconds

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Dr. David Kelly’s Notes on the week ahead - March 16, 2020

Published: March 16, 2020, 4:07 p.m.
Duration: 11 minutes 25 seconds

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Dr. David Kelly’s Notes on the week ahead - March 23, 2020

Published: March 16, 2020, 4:07 p.m.
Duration: 7 minutes 37 seconds

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The year of the virus

Published: March 3, 2020, 3:30 a.m.
Duration: 10 minutes 15 seconds

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Dr. David Kelly’s Notes on the week ahead - March 2, 2020

Published: March 2, 2020, 5:07 p.m.
Duration: 10 minutes 15 seconds

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Fading risks and rising valuations

Published: Feb. 25, 2020, 9:57 a.m.
Duration: 33 minutes 8 seconds

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JMUB audio commentary – 2020 Outlook

Published: Feb. 20, 2020, 3:30 p.m.
Duration: 21 minutes 50 seconds

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JPST audio commentary – 2020 Outlook

Published: Feb. 20, 2020, 3:28 p.m.
Duration: 12 minutes 17 seconds

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When Markets drift apart

Published: Feb. 19, 2020, 3:29 a.m.
Duration: 8 minutes 22 seconds

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Adjusting strategy for slower growth

Published: Feb. 11, 2020, 3:28 a.m.
Duration: 8 minutes 22 seconds

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Virus

Published: Feb. 4, 2020, 2:57 a.m.
Duration: 5 minutes 46 seconds

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Dr. David Kelly’s Notes on the week ahead - January 27, 2020

Published: Jan. 27, 2020, 8:15 p.m.
Duration: 8 minutes 32 seconds

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Dr. David Kelly’s Notes on the week ahead - January 21, 2020

Published: Jan. 21, 2020, 3:21 p.m.
Duration: 6 minutes 35 seconds

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Getting to 21 without going bust

Published: Jan. 21, 2020, 8:01 a.m.
Duration: 6 minutes 34 seconds

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Dr. David Kelly’s Notes on the week ahead - January 13, 2020

Published: Jan. 13, 2020, 2:30 p.m.
Duration: 8 minutes 16 seconds

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Stable Growth, Fading Risks and Rising Valuations

Published: Jan. 13, 2020, 8:01 a.m.
Duration: 8 minutes 15 seconds

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Guide to the Markets for the first quarter of 2020

Published: Jan. 10, 2020, 2:44 p.m.
Duration: 30 minutes 31 seconds

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Dr. David Kelly’s Notes on the week ahead - January 6, 2020

Published: Jan. 6, 2020, 5:25 p.m.
Duration: 7 minutes 56 seconds

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Understanding Underreaction

Published: Jan. 6, 2020, 8:01 a.m.
Duration: 7 minutes 37 seconds

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Dr. David Kelly’s Notes on the week ahead - December 30, 2019

Published: Dec. 30, 2019, 5:03 p.m.
Duration: 8 minutes 36 seconds

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Hot and Cold Wars

Published: Dec. 30, 2019, 8:01 a.m.
Duration: 8 minutes 8 seconds

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Dr. David Kelly’s Notes on the week ahead - December 16, 2019

Published: Dec. 16, 2019, 8:35 p.m.
Duration: 8 minutes 37 seconds

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A Turning Point in Trade Turmoil

Published: Dec. 16, 2019, 10:04 a.m.
Duration: 8 minutes 9 seconds

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Monthly JPST audio commentary - Novemember 30, 2019

Published: Dec. 11, 2019, 6:15 p.m.
Duration: 11 minutes 56 seconds

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Holding pattern

Published: Dec. 10, 2019, 8:01 a.m.
Duration: 5 minutes 40 seconds

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Dr. David Kelly’s Notes on the week ahead - December 2, 2019

Published: Dec. 2, 2019, 9:21 p.m.
Duration: 8 minutes 26 seconds

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Extra Toothpaste in the Tube: The Remarkable Elasticity of U.S. Labor Supply

Published: Dec. 2, 2019, 8:01 a.m.
Duration: 8 minutes

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Dr. David Kelly’s Notes on the week ahead - November 25, 2019

Published: Nov. 25, 2019, 5:52 p.m.
Duration: 7 minutes 24 seconds

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Giving Thanks and Planning Ahead

Published: Nov. 25, 2019, 8:01 a.m.
Duration: 6 minutes 57 seconds

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Monthly JPST audio commentary - October 31, 2019

Published: Nov. 18, 2019, 10:25 p.m.
Duration: 11 minutes 31 seconds

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Dr. David Kelly’s Notes on the week ahead - November 18, 2019

Published: Nov. 18, 2019, 4:01 p.m.
Duration: 8 minutes 59 seconds

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Fiscal Truth and Investment Consequences

Published: Nov. 18, 2019, 8:01 a.m.
Duration: 8 minutes 34 seconds

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The Inflation Corridor

Published: Nov. 11, 2019, 8:01 a.m.
Duration: 9 minutes

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High tide of uncertainty

Published: Nov. 6, 2019, 11:07 p.m.
Duration: 30 minutes 38 seconds

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Dr. David Kelly’s Notes on the week ahead - November 4, 2019

Published: Nov. 4, 2019, 5:10 p.m.
Duration: 7 minutes 53 seconds

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A Sudden Change in Seasons: Investing in a Slower-Growing Economy

Published: Nov. 4, 2019, 8:01 a.m.
Duration: 7 minutes 26 seconds

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Dr. David Kelly’s Notes on the week ahead - October 29, 2019

Published: Oct. 29, 2019, 4:10 p.m.
Duration: 8 minutes 33 seconds

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Jigsaw

Published: Oct. 29, 2019, 7:01 a.m.
Duration: 8 minutes 7 seconds

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Dr. David Kelly’s Notes on the week ahead - October 21, 2019

Published: Oct. 21, 2019, 9:24 p.m.
Duration: 7 minutes 31 seconds

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The Problem with Profits

Published: Oct. 21, 2019, 7:01 a.m.
Duration: 7 minutes 5 seconds

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Guide to the Markets for the fourth quarter of 2019

Published: Oct. 16, 2019, 8:24 p.m.
Duration: 33 minutes 39 seconds

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Dr. David Kelly’s Notes on the week ahead - October 14, 2019

Published: Oct. 14, 2019, 10:05 p.m.
Duration: 5 minutes 40 seconds

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Monthly JPST audio commentary - September 30, 2019

Published: Oct. 14, 2019, 9:45 p.m.
Duration: 12 minutes 34 seconds

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Winning Ugly

Published: Oct. 14, 2019, 7:01 a.m.
Duration: 5 minutes 14 seconds

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Dr. David Kelly’s Notes on the week ahead - October 7, 2019

Published: Oct. 7, 2019, 1:55 p.m.
Duration: 8 minutes 4 seconds

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Close Calls

Published: Oct. 7, 2019, 7:01 a.m.
Duration: 7 minutes 37 seconds

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Slowdown or stall?

Published: Oct. 3, 2019, 7:34 a.m.
Duration: 29 minutes 33 seconds

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Dr. David Kelly’s Notes on the week ahead - October 1, 2019

Published: Oct. 1, 2019, 8:41 p.m.
Duration: 7 minutes 19 seconds

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2020 Vision and Political Distortions

Published: Oct. 1, 2019, 7:01 a.m.
Duration: 6 minutes 53 seconds

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Monthly JPST audio commentary - August 31, 2019

Published: Sept. 24, 2019, 4:23 p.m.
Duration: 11 minutes 38 seconds

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Minds in Minutes: Three ways to plan for college

Published: Sept. 18, 2019, 8:52 p.m.
Duration: 15 minutes 14 seconds

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Dr. David Kelly’s Notes on the week ahead - September 16, 2019

Published: Sept. 16, 2019, 10:05 p.m.
Duration: 9 minutes 18 seconds

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Why the Fed shouldn’t cut rates on Wednesday (but probably will)

Published: Sept. 16, 2019, 7:01 a.m.
Duration: 8 minutes 52 seconds

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Recession or Resilience: The Hiring Tiebreaker

Published: Sept. 9, 2019, 7:01 a.m.
Duration: 8 minutes 16 seconds

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Minds in Minutes: Building stronger retirement plans

Published: Sept. 4, 2019, 5:17 p.m.
Duration: 12 minutes 22 seconds

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Monthly JPST audio commentary - July 31, 2019

Published: Aug. 29, 2019, 10:43 p.m.
Duration: 9 minutes 46 seconds

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Dr. David Kelly’s Notes on the week ahead - August 26, 2019

Published: Aug. 26, 2019, 5:33 p.m.
Duration: 9 minutes

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Filling in the Demographic Pothole

Published: Aug. 26, 2019, 7:01 a.m.
Duration: 8 minutes 33 seconds

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Minds in Minutes: Investing through the cycle

Published: Aug. 23, 2019, 4:16 p.m.
Duration: 11 minutes 27 seconds

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Demystifying the yield curve

Published: Aug. 20, 2019, 3:19 p.m.
Duration: 18 minutes 10 seconds

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Dr. David Kelly’s Notes on the week ahead - August 19, 2019

Published: Aug. 19, 2019, 5:07 p.m.
Duration: 9 minutes 15 seconds

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The Message from the Yield Curve

Published: Aug. 19, 2019, 7:01 a.m.
Duration: 8 minutes 48 seconds

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Dr. David Kelly’s Notes on the week ahead - August 12, 2019

Published: Aug. 12, 2019, 4:54 p.m.
Duration: 9 minutes 14 seconds

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Investing for the Middle Run

Published: Aug. 12, 2019, 7:01 a.m.
Duration: 8 minutes 48 seconds

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Minds in Minutes: Restacking your portfolio building blocks

Published: Aug. 7, 2019, 7:21 p.m.
Duration: 12 minutes 53 seconds

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Dr. David Kelly’s Notes on the week ahead - August 5, 2019

Published: Aug. 5, 2019, 4:24 p.m.
Duration: 7 minutes 50 seconds

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The Investment Challenge from Washington Policies

Published: Aug. 5, 2019, 7:01 a.m.
Duration: 7 minutes 25 seconds

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Dr. David Kelly’s Notes on the week ahead - July 29, 2019

Published: July 29, 2019, 6:10 p.m.
Duration: 7 minutes 31 seconds

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New Brush Strokes for the Big Picture

Published: July 29, 2019, 7:01 a.m.
Duration: 7 minutes 4 seconds

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Minds in Minutes: Playing offense and defense with alternative assets

Published: July 24, 2019, 8:08 p.m.
Duration: 14 minutes 18 seconds

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Dr. David Kelly’s Notes on the week ahead - July 22, 2019

Published: July 22, 2019, 4:09 p.m.
Duration: 6 minutes 59 seconds

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Summer Sequels

Published: July 22, 2019, 7:01 a.m.
Duration: 6 minutes 33 seconds

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Dr. David Kelly’s Notes on the week ahead - July 15, 2019

Published: July 15, 2019, 6:56 p.m.
Duration: 6 minutes 25 seconds

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The Investment Implications of Excessive Stimulus

Published: July 15, 2019, 7:01 a.m.
Duration: 6 minutes

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U.S. equity: Keeping clients cool, calm and invested

Published: July 10, 2019, 1:50 p.m.
Duration: 13 minutes 26 seconds

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Let's Talk: Live Episode 2

Published: July 9, 2019, 7:33 a.m.
Duration: 14 minutes 7 seconds

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Guide to the Markets for the third quarter of 2019

Published: July 8, 2019, 4 p.m.
Duration: 38 minutes 13 seconds

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Dr. David Kelly’s Notes on the week ahead - July 8, 2019

Published: July 8, 2019, 2:37 p.m.
Duration: 7 minutes 33 seconds

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Chairman Powell’s Message

Published: July 8, 2019, 7:01 a.m.
Duration: 7 minutes 5 seconds

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Dr. David Kelly’s Notes on the week ahead - July 1, 2019

Published: July 1, 2019, 3:57 p.m.
Duration: 8 minutes 24 seconds

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Can the Fed stop at just two rate cuts?

Published: July 1, 2019, 7:01 a.m.
Duration: 7 minutes 57 seconds

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Minds in Minutes: U.S.-China trade war

Published: June 26, 2019, 6:13 p.m.
Duration: 10 minutes 11 seconds

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Introducing the Guide to Alternatives for the second quarter of 2019

Published: June 25, 2019, 3:09 p.m.
Duration: 38 minutes 20 seconds

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Dr. David Kelly’s Notes on the week ahead - June 24, 2019

Published: June 24, 2019, 5:06 p.m.
Duration: 7 minutes 16 seconds

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Schrodinger’s Market

Published: June 24, 2019, 7:01 a.m.
Duration: 6 minutes 50 seconds

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Let's Talk: Live

Published: June 19, 2019, 4:13 p.m.
Duration: 10 minutes 6 seconds

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Important moments in market history: Global Financial Crisis

Published: June 18, 2019, 8:12 p.m.
Duration: 14 minutes 9 seconds

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Important moments in market history: The Dot-Com Bubble

Published: June 18, 2019, 8:10 p.m.
Duration: 8 minutes 57 seconds

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Important moments in market history: Orange County Bankruptcy

Published: June 18, 2019, 8:05 p.m.
Duration: 8 minutes 13 seconds

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Important moments in market history: Long-Term Capital Management

Published: June 18, 2019, 8:03 p.m.
Duration: 8 minutes 5 seconds

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Important moments in market history: Black Monday

Published: June 18, 2019, 8 p.m.
Duration: 8 minutes 19 seconds

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Introduction to Important Moments in Market History

Published: June 17, 2019, 8:01 p.m.
Duration: 6 minutes 43 seconds

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Dr. David Kelly’s Notes on the week ahead - June 17, 2019

Published: June 17, 2019, 4:30 p.m.
Duration: 7 minutes 33 seconds

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The Fed Shows its Hand

Published: June 17, 2019, 7:01 a.m.
Duration: 7 minutes 6 seconds

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Dr. David Kelly’s Notes on the week ahead - June 10, 2019

Published: June 10, 2019, 5:32 p.m.
Duration: 8 minutes 31 seconds

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Nice Levels – Shame about the Pace

Published: June 10, 2019, 7:01 a.m.
Duration: 8 minutes 5 seconds

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Dr. David Kelly’s Notes on the week ahead - June 3, 2019

Published: June 3, 2019, 10:05 p.m.
Duration: 7 minutes 1 second

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Investing for a Middle-Case Scenario

Published: June 3, 2019, 7:01 a.m.
Duration: 6 minutes 34 seconds

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Dr. David Kelly’s Notes on the week ahead - May 28, 2019

Published: May 28, 2019, 8:27 p.m.
Duration: 7 minutes 30 seconds

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The Slowdown is Coming -Take Two

Published: May 28, 2019, 7:01 a.m.
Duration: 7 minutes 4 seconds

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Dr. David Kelly’s Notes on the week ahead - May 21, 2019

Published: May 21, 2019, 4:37 p.m.
Duration: 7 minutes 16 seconds

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Adjusting to Demographic Reality

Published: May 21, 2019, 4:01 a.m.
Duration: 7 minutes 16 seconds

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Dr. David Kelly’s Notes on the week ahead - May 13, 2019

Published: May 13, 2019, 6:17 p.m.
Duration: 8 minutes 38 seconds

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Tariffs and the Lessons of History

Published: May 13, 2019, 4:01 a.m.
Duration: 8 minutes 37 seconds

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Clearing skies

Published: May 8, 2019, 7:02 p.m.
Duration: 23 minutes 32 seconds

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Dr. David Kelly’s Notes on the week ahead - May 6, 2019

Published: May 6, 2019, 6:30 p.m.
Duration: 7 minutes 47 seconds

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The hierarchy of monetary mistakes

Published: May 6, 2019, 4:01 a.m.
Duration: 7 minutes 47 seconds

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Dr. David Kelly’s Notes on the week ahead - April 29, 2019

Published: April 29, 2019, 4:19 p.m.
Duration: 9 minutes 28 seconds

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Investment implications of 'All systems go'

Published: April 29, 2019, 4:01 a.m.
Duration: 9 minutes 27 seconds

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Slowdown is coming

Published: April 22, 2019, 6:29 p.m.
Duration: 8 minutes 46 seconds

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Dr. David Kelly’s Notes on the week ahead - April 22, 2019

Published: April 22, 2019, 4:33 p.m.
Duration: 8 minutes 47 seconds

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2019 Principles for successful long-term investing

Published: April 16, 2019, 5:09 p.m.
Duration: 38 minutes 15 seconds

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Dr. David Kelly’s Notes on the week ahead - April 15, 2019

Published: April 15, 2019, 4:03 p.m.
Duration: 6 minutes 53 seconds

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Federal credit card day

Published: April 15, 2019, 4:01 a.m.
Duration: 6 minutes 52 seconds

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Dr. David Kelly’s Notes on the week ahead - April 8, 2019

Published: April 8, 2019, 5:26 p.m.
Duration: 6 minutes 54 seconds

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Down the middle of a narrowing road

Published: April 8, 2019, 4:01 a.m.
Duration: 6 minutes 53 seconds

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Dr. David Kelly’s Notes on the week ahead - April 1, 2019

Published: April 1, 2019, 5:41 p.m.
Duration: 8 minutes 36 seconds

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Water stops

Published: April 1, 2019, 4:01 a.m.
Duration: 8 minutes 35 seconds

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Dr. David Kelly’s Notes on the week ahead - March 25, 2019

Published: March 25, 2019, 8:21 p.m.
Duration: 9 minutes 13 seconds

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Framing the Fed

Published: March 25, 2019, 4:01 a.m.
Duration: 9 minutes 12 seconds

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Checking the landing gear

Published: March 20, 2019, 7:38 p.m.
Duration: 34 minutes 56 seconds

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Dr. David Kelly’s Notes on the week ahead - March 18, 2019

Published: March 18, 2019, 4:30 p.m.
Duration: 7 minutes 7 seconds

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Delaying deadlines

Published: March 18, 2019, 4:01 a.m.
Duration: 7 minutes 7 seconds

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Introducing the Guide to Alternatives

Published: March 13, 2019, 9:10 p.m.
Duration: 36 minutes 22 seconds

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Dr. David Kelly’s Notes on the week ahead - March 11, 2019

Published: March 12, 2019, 3:35 a.m.
Duration: 6 minutes 6 seconds

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Wheels down for soft landing

Published: March 11, 2019, 4:01 a.m.
Duration: 6 minutes 5 seconds

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Dr. David Kelly’s Notes on the week ahead - March 4, 2019

Published: March 4, 2019, 9:25 p.m.
Duration: 10 minutes 2 seconds

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Why deficits matter - The problem with one more steak

Published: March 4, 2019, 4:01 a.m.
Duration: 10 minutes 3 seconds

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Dr. David Kelly’s Notes on the week ahead - February 25, 2019

Published: Feb. 25, 2019, 2:40 p.m.
Duration: 7 minutes 36 seconds

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The extra sixpence

Published: Feb. 25, 2019, 4:01 a.m.
Duration: 7 minutes 35 seconds

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Political lions and corporate cattle

Published: Feb. 19, 2019, 4:01 a.m.
Duration: 7 minutes 11 seconds

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Dr. David Kelly’s Notes on the week ahead - February 19, 2019

Published: Feb. 18, 2019, 6:59 p.m.
Duration: 7 minutes 12 seconds

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Decaffeinated economy

Published: Feb. 11, 2019, 4:01 a.m.
Duration: 6 minutes 32 seconds

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Changing views on earnings and interest rates

Published: Feb. 5, 2019, 6:46 p.m.
Duration: 31 minutes 41 seconds

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Dr. David Kelly’s notes on the week ahead - February 5, 2019

Published: Feb. 5, 2019, 6:28 p.m.
Duration: 5 minutes 19 seconds

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Microwaves and markets

Published: Feb. 5, 2019, 4:01 a.m.
Duration: 5 minutes 19 seconds

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Dr. David Kelly’s notes on the week ahead - January 28, 2019

Published: Jan. 28, 2019, 7:18 p.m.
Duration: 11 minutes 55 seconds

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Labeling the boxes

Published: Jan. 28, 2019, 4:01 a.m.
Duration: 11 minutes 54 seconds

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Dr. David Kelly’s notes on the week ahead - January 23, 2019

Published: Jan. 23, 2019, 4:08 p.m.
Duration: 5 minutes 5 seconds

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Wounded Warriors

Published: Jan. 23, 2019, 4:01 a.m.
Duration: 5 minutes 5 seconds

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Dr. David Kelly’s notes on the week ahead - January 14, 2019

Published: Jan. 14, 2019, 3:23 p.m.
Duration: 7 minutes 29 seconds

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Earnings and the fog of Wall

Published: Jan. 14, 2019, 4:01 a.m.
Duration: 7 minutes 29 seconds

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Guide to the Markets for the first quarter of 2019

Published: Jan. 8, 2019, 5:38 p.m.
Duration: 33 minutes 51 seconds

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Dr. David Kelly’s notes on the week ahead - January 7, 2019

Published: Jan. 7, 2019, 6:15 p.m.
Duration: 6 minutes 43 seconds

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Momentum investing, momentum economics, Washington

Published: Jan. 7, 2019, 4:01 a.m.
Duration: 6 minutes 43 seconds

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Investment implications of stock market swoon

Published: Dec. 31, 2018, 4:01 a.m.
Duration: 7 minutes 6 seconds

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Happy Holidays!

Published: Dec. 24, 2018, 4:01 a.m.
Duration: 11 seconds

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One Sword and Three Dragons: What the Fed Should Do Next

Published: Dec. 17, 2018, 4:01 a.m.
Duration: 6 minutes 53 seconds

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A better way to forecast growth

Published: Dec. 11, 2018, 4:01 a.m.
Duration: 8 minutes 16 seconds

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Reduced risks

Published: Dec. 3, 2018, 4:01 a.m.
Duration: 8 minutes 11 seconds

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Chinese-American chicken

Published: Nov. 26, 2018, 4:01 a.m.
Duration: 7 minutes 41 seconds

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Giving thanks for low inflation

Published: Nov. 19, 2018, 4:01 a.m.
Duration: 7 minutes 26 seconds

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Pay, wait or forget about it

Published: Nov. 12, 2018, 4:01 a.m.
Duration: 7 minutes 21 seconds

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Cyclical implications of mid-term elections

Published: Nov. 5, 2018, 4:01 a.m.
Duration: 7 minutes 39 seconds

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Grass beneath the leaves - Fundamentals still supporting

Published: Oct. 30, 2018, 4:01 a.m.
Duration: 8 minutes 37 seconds

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Friday night lights out

Published: Oct. 22, 2018, 4:01 a.m.
Duration: 6 minutes 36 seconds

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A tumble without a theme

Published: Oct. 15, 2018, 4:01 a.m.
Duration: 6 minutes 27 seconds

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The case of rising rates

Published: Oct. 8, 2018, 4:01 a.m.
Duration: 7 minutes 57 seconds

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Balance at takeoff, landing

Published: Oct. 1, 2018, 4:01 a.m.
Duration: 6 minutes 41 seconds

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The asset arcade

Published: Sept. 24, 2018, 4:01 a.m.
Duration: 7 minutes 19 seconds

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The problem with populism

Published: Sept. 10, 2018, 4:01 a.m.
Duration: 7 minutes 58 seconds

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Fixing the roof and making hay

Published: Sept. 4, 2018, 4:01 a.m.
Duration: 6 minutes 11 seconds

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The investment implications of a return to 2% growth

Published: Aug. 27, 2018, 4:01 a.m.
Duration: 7 minutes 51 seconds

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The flight to Jackson Hole

Published: Aug. 21, 2018, 4:01 a.m.
Duration: 7 minutes 24 seconds

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Getting the test back

Published: Aug. 13, 2018, 4:01 a.m.
Duration: 5 minutes 20 seconds

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Organizing the international desk

Published: Aug. 6, 2018, 4:01 a.m.
Duration: 10 minutes 40 seconds

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The Fed's focus

Published: July 30, 2018, 4:01 a.m.
Duration: 9 minutes 5 seconds

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Four to six inches of GDP growth

Published: July 23, 2018, 4:01 a.m.
Duration: 7 minutes 8 seconds

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The danger in the deficit

Published: July 16, 2018, 4:01 a.m.
Duration: 7 minutes 4 seconds

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Pizza Shop Pressures - Economic disortions at the edge

Published: July 9, 2018, 4:01 a.m.
Duration: 7 minutes 13 seconds

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Heating Up, Cooling Down, Preparing for What Comes Next

Published: July 3, 2018, 4:01 a.m.
Duration: 6 minutes 42 seconds

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Halftime checklist

Published: June 25, 2018, 4:01 a.m.
Duration: 9 minutes 11 seconds

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My Trade Deficit with Costco

Published: June 18, 2018, 4:01 a.m.
Duration: 7 minutes 32 seconds

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The hare and the pack

Published: June 11, 2018, 4:01 a.m.
Duration: 6 minutes 22 seconds

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Vodka and Espresso

Published: June 4, 2018, 4:01 a.m.
Duration: 5 minutes 14 seconds

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Roadblocks

Published: May 28, 2018, 4:01 a.m.
Duration: 6 minutes 51 seconds

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American retailer habits

Published: May 21, 2018, 4:01 a.m.
Duration: 8 minutes 58 seconds

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Dr. David Kelly’s weekly podcast - May 7, 2018

Published: May 7, 2018, 3:36 p.m.
Duration: 8 minutes 19 seconds

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Dr. David Kelly’s weekly podcast - April 16, 2018

Published: April 16, 2018, 4:51 p.m.
Duration: 8 minutes

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Guide to the Markets for the second quarter of 2018

Published: April 9, 2018, 4:36 p.m.
Duration: 42 minutes 51 seconds

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Dr. David Kelly’s weekly podcast - April 2, 2018

Published: April 2, 2018, 8:23 p.m.
Duration: 9 minutes 20 seconds

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Dr. David Kelly’s weekly podcast - March 26, 2018

Published: March 26, 2018, 7:41 p.m.
Duration: 8 minutes 5 seconds

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Dr. David Kelly’s weekly podcast - March 19, 2018

Published: March 19, 2018, 2:40 p.m.
Duration: 6 minutes 6 seconds

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Dr. David Kelly’s weekly podcast - March 12, 2018

Published: March 12, 2018, 3:09 p.m.
Duration: 8 minutes 4 seconds

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Dr. David Kelly’s weekly podcast - March 5, 2018

Published: March 5, 2018, 6:47 p.m.
Duration: 8 minutes 48 seconds

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Dr. David Kelly’s weekly podcast - February 26, 2018

Published: Feb. 26, 2018, 10:11 p.m.
Duration: 8 minutes 49 seconds

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Reverse the search

Published: Jan. 12, 2018, 5:26 p.m.
Duration: 22 minutes 37 seconds

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Understanding the benefits of blend strategies (For US Investors only)

Published: Oct. 25, 2017, 10:50 p.m.
Duration: 21 minutes 48 seconds

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Making allocation decisions across emerging markets

Published: Sept. 28, 2017, 9 p.m.
Duration: 28 minutes 41 seconds

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Fiduciary role: Persistent misperceptions

Published: July 24, 2017, 5:03 p.m.
Duration: 28 minutes

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Dr. David Kelly’s weekly podcast - July 17, 2017

Published: July 17, 2017, 8:24 p.m.
Duration: 9 minutes 52 seconds

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Dr. David Kelly’s weekly podcast - May 22, 2017

Published: May 22, 2017, 5:02 p.m.
Duration: 7 minutes 39 seconds

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The road to infrastructure investing

Published: April 13, 2017, 7:02 p.m.
Duration: 36 minutes 42 seconds

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Year of core: Opportunistic vs. late cycle real estate investing

Published: March 30, 2017, 9:25 p.m.
Duration: 41 minutes 19 seconds

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Understanding your fiduciary role

Published: March 28, 2017, 9:05 p.m.
Duration: 23 minutes 15 seconds

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Factor-based investing

Published: March 23, 2017, 4:13 p.m.
Duration: 27 minutes 41 seconds

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Finding the right multi-asset partner for your investing needs

Published: March 9, 2017, 3:43 p.m.
Duration: 25 minutes 37 seconds

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Dr. David Kelly’s weekly podcast - March 6, 2017

Published: March 6, 2017, 6 p.m.
Duration: 9 minutes 24 seconds

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Building a liability-aware portfolio

Published: Feb. 23, 2017, 10:54 p.m.
Duration: 23 minutes 15 seconds

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Guiding participants to better retirement outcomes

Published: Feb. 16, 2017, 4:53 p.m.
Duration: 22 minutes 27 seconds

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CIO Perspectives for the first quarter of 2017

Published: Jan. 26, 2017, 3:55 p.m.
Duration: 33 minutes 3 seconds

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Equity market assumptions

Published: Jan. 19, 2017, 6:13 p.m.
Duration: 36 minutes 51 seconds

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Three ways to help improve participants' retirement outcomes in a lower-return world

Published: Jan. 18, 2017, 6:09 p.m.
Duration: 17 minutes 4 seconds

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Fixed income assumptions

Published: Jan. 5, 2017, 4:06 p.m.
Duration: 32 minutes 31 seconds

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Dr. David Kelly’s weekly podcast - November 14, 2016

Published: Nov. 14, 2016, 4:48 p.m.
Duration: 10 minutes 19 seconds

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Strengthening your core

Published: Oct. 4, 2016, 8:26 p.m.
Duration: 22 minutes 55 seconds

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Deconstructing private credit

Published: Oct. 4, 2016, 6:14 p.m.
Duration: 23 minutes 34 seconds

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