Podcasts Business Investing Notes on the Week Ahead
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

Is 4.1% Unemployment a Recession Warning?

Published: July 8, 2024, 5:25 p.m.
Duration: 9 minutes 57 seconds

Listed in: Investing

Expansion on Broadway

Published: June 24, 2024, 3:59 p.m.
Duration: 7 minutes 28 seconds

Listed in: Investing

Risks and Exposure

Published: June 17, 2024, 2:45 p.m.
Duration: 10 minutes 32 seconds

Listed in: Investing

The Wide and Foggy Road

Published: June 10, 2024, 2:02 p.m.
Duration: 8 minutes 59 seconds

Listed in: Investing

The Normalization of an Abnormal Job Market

Published: June 3, 2024, 5:15 p.m.
Duration: 9 minutes 29 seconds

Listed in: Investing

The Causes and Consequences of Gloom and Doom

Published: May 28, 2024, 3:51 p.m.
Duration: 9 minutes 52 seconds

Listed in: Investing

The Investment Implications of the Federal Debt: An Update

Published: May 13, 2024, 3:34 p.m.
Duration: 10 minutes 59 seconds

Listed in: Investing

Commercial Real Estate: Macro Risk or Investment Opportunity?

Published: May 6, 2024, 3:47 p.m.
Duration: 9 minutes 27 seconds

Listed in: Investing

The Right Track

Published: April 29, 2024, 2 p.m.
Duration: 10 minutes 14 seconds

Listed in: Investing

The Causes and Consequences of More Volatile Bonds

Published: April 22, 2024, 6:12 p.m.
Duration: 10 minutes 11 seconds

Listed in: Investing

The Dollar Dynasty

Published: April 15, 2024, 10:22 a.m.
Duration: 9 minutes 30 seconds

Listed in: Investing

The Right Time to Cut Rates

Published: April 8, 2024, 3:40 p.m.
Duration: 9 minutes 7 seconds

Listed in: Investing

Wage War

Published: March 25, 2024, 3:57 p.m.
Duration: 11 minutes 34 seconds

Listed in: Investing

Dot-Plot Danger and QT Limits

Published: March 18, 2024, 3:59 p.m.
Duration: 12 minutes 32 seconds

Listed in: Investing

From Business Cycle to Stretched-Out Expansion

Published: March 11, 2024, 3:47 p.m.
Duration: 10 minutes 47 seconds

Listed in: Investing

Japanese Lessons

Published: March 4, 2024, 9:27 p.m.
Duration: 12 minutes 54 seconds

Listed in: Investing

The Investment Implications of the Migration Surge

Published: Feb. 26, 2024, 5:18 p.m.
Duration: 9 minutes 13 seconds

Listed in: Investing

The Pressures of a Full Employment Economy

Published: Feb. 20, 2024, 9:37 p.m.
Duration: 12 minutes 37 seconds

Listed in: Investing

Will Job Market Strength Delay the Inflation Slide?

Published: Feb. 5, 2024, 4:04 p.m.
Duration: 10 minutes 41 seconds

Listed in: Investing

Too Much Growth for Early Easing

Published: Jan. 29, 2024, 4:43 p.m.
Duration: 9 minutes 17 seconds

Listed in: Investing

A Thaw in Sentiment

Published: Jan. 22, 2024, 3:13 p.m.
Duration: 6 minutes 30 seconds

Listed in: Investing

Will Rising Federal Debt Force Rates Higher?

Published: Jan. 16, 2024, 4:05 p.m.
Duration: 8 minutes 42 seconds

Listed in: Investing

The Inflation Slide Looks Set to Continue

Published: Jan. 10, 2024, 2:02 p.m.
Duration: 9 minutes 34 seconds

Listed in: Investing

Balance Sheets and Resolutions

Published: Jan. 2, 2024, 6:12 p.m.
Duration: 8 minutes 24 seconds

Listed in: Investing

The Investment Climate

Published: Dec. 12, 2023, 3:27 p.m.
Duration: 10 minutes 59 seconds

Listed in: Investing

Winter Driving: Can the Economy Keep Growing into 2025?

Published: Dec. 5, 2023, 3:55 p.m.
Duration: 9 minutes 37 seconds

Listed in: Investing

The Remarkable Resilience of Corporate Margins

Published: Nov. 27, 2023, 5:33 p.m.
Duration: 10 minutes 10 seconds

Listed in: Investing

Falling Tensions in a Cooling Economy

Published: Nov. 13, 2023, 2:42 p.m.
Duration: 7 minutes 49 seconds

Listed in: Investing

Tracking the Inflation Slide

Published: Nov. 6, 2023, 6:52 p.m.
Duration: 11 minutes 22 seconds

Listed in: Investing

Slowdown Delayed; Cooldown Ahead of Schedule

Published: Oct. 30, 2023, 5:05 p.m.
Duration: 9 minutes 58 seconds

Listed in: Investing

The Addicted Consumer

Published: Oct. 23, 2023, 3:22 p.m.
Duration: 8 minutes 52 seconds

Listed in: Investing

Investing in World of Increasing Complexity

Published: Oct. 10, 2023, 3:52 p.m.
Duration: 7 minutes 58 seconds

Listed in: Investing

The Investment Implications of a Rising Federal Deficit

Published: Sept. 25, 2023, 6:18 p.m.
Duration: 10 minutes 57 seconds

Listed in: Investing

The View from the Top of Tightening Mountain

Published: Sept. 18, 2023, 3:05 p.m.
Duration: 11 minutes 15 seconds

Listed in: Investing

Worrying about Oil

Published: Sept. 11, 2023, 3:33 p.m.
Duration: 10 minutes 36 seconds

Listed in: Investing

Unemployment and Wage Inflation

Published: Sept. 5, 2023, 4:28 p.m.
Duration: 11 minutes 15 seconds

Listed in: Investing

Letter from Wyoming

Published: Aug. 21, 2023, 2:58 p.m.
Duration: 7 minutes 18 seconds

Listed in: Investing

Real Rates in the Long Run

Published: Aug. 14, 2023, 7:32 p.m.
Duration: 13 minutes 56 seconds

Listed in: Investing

Bull Market Investing

Published: Aug. 9, 2023, 5:18 p.m.
Duration: 9 minutes 42 seconds

Listed in: Investing

The Soft Landing Scenario

Published: July 31, 2023, 2:44 p.m.
Duration: 9 minutes 54 seconds

Listed in: Investing

The Inflation Perfectionists

Published: July 24, 2023, 6:05 p.m.
Duration: 10 minutes 36 seconds

Listed in: Investing

The Sin of Wages: A Last, Bad Excuse for Monetary Tightening

Published: July 10, 2023, 6:30 p.m.
Duration: 9 minutes 21 seconds

Listed in: Investing

The Investment Implications of Consumer Gloom

Published: July 5, 2023, 1:40 p.m.
Duration: 9 minutes 12 seconds

Listed in: Investing

Waiting for a Negative

Published: June 27, 2023, 3:15 p.m.
Duration: 9 minutes 43 seconds

Listed in: Investing

The Recession Questions: Yes, No, When and How Bad?

Published: June 20, 2023, 1:54 p.m.
Duration: 13 minutes 42 seconds

Listed in: Investing

Cooler Inflation and Slower Growth should Convert a Fed Skip into a Fed Pause

Published: June 12, 2023, 4:25 p.m.
Duration: 8 minutes 42 seconds

Listed in: Investing

The Steady Normalization of the U.S. Labor Market

Published: May 30, 2023, 8:19 p.m.
Duration: 12 minutes 40 seconds

Listed in: Investing

Sizing up the angles on Fed policy

Published: May 22, 2023, 8:18 p.m.
Duration: 10 minutes 40 seconds

Listed in: Investing

Slow-Motion Slowdown

Published: May 15, 2023, 6:47 p.m.
Duration: 8 minutes 59 seconds

Listed in: Investing

Debt-Ceiling Cliff Dancing

Published: May 1, 2023, 4:21 p.m.
Duration: 13 minutes 10 seconds

Listed in: Investing

When Money Stops Talking

Published: April 24, 2023, 4:44 p.m.
Duration: 13 minutes 19 seconds

Listed in: Investing

The Road Back to 2% Inflation

Published: April 17, 2023, 2:21 p.m.
Duration: 8 minutes 31 seconds

Listed in: Investing

The Real Threat to Dollar Dominance

Published: April 10, 2023, 2:56 p.m.
Duration: 8 minutes 16 seconds

Listed in: Investing

The Recessionary Price of a Faster Decline in Inflation

Published: March 28, 2023, 5 p.m.
Duration: 10 minutes 33 seconds

Listed in: Investing

The Economic Impact of Banking Turmoil

Published: March 20, 2023, 4:52 p.m.
Duration: 10 minutes 12 seconds

Listed in: Investing

The Investment Implications of a Demographic Bounce

Published: March 6, 2023, 6:14 p.m.
Duration: 9 minutes 24 seconds

Listed in: Investing

Investing Beyond The Profit Squeeze

Published: Feb. 27, 2023, 3:26 p.m.
Duration: 8 minutes 36 seconds

Listed in: Investing

A Seasonal Surge (and its Implications for Jobs, Growth, Inflation and Rates)

Published: Feb. 22, 2023, 2:30 p.m.
Duration: 7 minutes 58 seconds

Listed in: Investing

The Lurking Slowdown

Published: Feb. 6, 2023, 3:31 p.m.
Duration: 11 minutes 44 seconds

Listed in: Investing

A Turning Point for the Economy

Published: Jan. 23, 2023, 7:06 p.m.
Duration: 10 minutes 6 seconds

Listed in: Investing

Debt-Ceiling Danger

Published: Jan. 17, 2023, 7:57 p.m.
Duration: 10 minutes 37 seconds

Listed in: Investing

Resolution and Confidence

Published: Jan. 3, 2023, 3:27 p.m.
Duration: 8 minutes 28 seconds

Listed in: Investing

The Challenged Consumer

Published: Dec. 19, 2022, 6:11 p.m.
Duration: 9 minutes 55 seconds

Listed in: Investing

The Investment Implications of the Oil Slide

Published: Dec. 12, 2022, 6:35 p.m.
Duration: 8 minutes 35 seconds

Listed in: Investing

Redhotnot The Investment Implications of the Job Market Mosaic

Published: Dec. 5, 2022, 4:36 p.m.
Duration: 10 minutes 29 seconds

Listed in: Investing

The Investment Implications of the Housing Slump

Published: Nov. 22, 2022, 3:33 p.m.
Duration: 7 minutes 25 seconds

Listed in: Investing

Recession Risks: Standing on the Edge of a Swamp

Published: Nov. 15, 2022, 4 p.m.
Duration: 10 minutes 23 seconds

Listed in: Investing

The Market-Moving Menu of Data and Events

Published: Oct. 31, 2022, 1:58 p.m.
Duration: 11 minutes 4 seconds

Listed in: Investing

Lifting the Fog of Uncertainty on Growth, Inflation, Politics and Rates

Published: Oct. 24, 2022, 4:02 p.m.
Duration: 10 minutes 21 seconds

Listed in: Investing

The Monetary Implications of Fiscal Drag

Published: Oct. 17, 2022, 6:55 p.m.
Duration: 9 minutes 35 seconds

Listed in: Investing

The Slope of the Inflation Slide

Published: Oct. 10, 2022, 1:31 p.m.
Duration: 7 minutes 59 seconds

Listed in: Investing

The Recession that Didnt Bark

Published: Oct. 3, 2022, 3:05 p.m.
Duration: 9 minutes 12 seconds

Listed in: Investing

The Scales of Fundamentals and Price

Published: Sept. 26, 2022, 1:45 p.m.
Duration: 7 minutes 38 seconds

Listed in: Investing

Why the Fed should worry less about sticky inflation (but probably wont)

Published: Sept. 20, 2022, 5 p.m.
Duration: 12 minutes 2 seconds

Listed in: Investing

Job Openings, Recession Risks and Prospects for a Fed Reversal

Published: Sept. 6, 2022, 6:43 p.m.
Duration: 8 minutes 4 seconds

Listed in: Investing

The Investment Implications of Jackson Hole

Published: Aug. 31, 2022, 11:52 a.m.
Duration: 6 minutes 9 seconds

Listed in: Investing

A Line in the Sand on Inflation

Published: Aug. 22, 2022, 3:16 p.m.
Duration: 10 minutes 3 seconds

Listed in: Investing

The Global Inflation War

Published: Aug. 16, 2022, 3:26 p.m.
Duration: 14 minutes 10 seconds

Listed in: Investing

The Inflation Cold Front

Published: Aug. 8, 2022, 5:57 p.m.
Duration: 8 minutes 59 seconds

Listed in: Investing

Twists and Turns on the Road to a Better Investment Environment

Published: Aug. 2, 2022, 1:05 p.m.
Duration: 10 minutes 35 seconds

Listed in: Investing

From Allegro to Adagio: Growth, Inflation and the Fed

Published: July 26, 2022, 12:06 p.m.
Duration: 10 minutes 53 seconds

Listed in: Investing

The Lag in the Drag

Published: July 11, 2022, 3:41 p.m.
Duration: 11 minutes 49 seconds

Listed in: Investing

The Quiet Machinery of Repair

Published: July 5, 2022, 7:43 p.m.
Duration: 10 minutes 46 seconds

Listed in: Investing

The Rollover Race between Growth and Inflation

Published: June 28, 2022, 3:24 p.m.
Duration: 8 minutes 7 seconds

Listed in: Investing

Recession Risks and Investment Implications

Published: June 22, 2022, 2:27 p.m.
Duration: 11 minutes 50 seconds

Listed in: Investing

The Keeping Cool Heads amidst Hot Inflation

Published: June 15, 2022, 2:41 p.m.
Duration: 8 minutes 27 seconds

Listed in: Investing

The Investment Implications of Food and Energy Inflation

Published: June 6, 2022, 5:37 p.m.
Duration: 9 minutes 9 seconds

Listed in: Investing

Growth? Inflation? Recession? Principles!

Published: June 1, 2022, 1:11 p.m.
Duration: 10 minutes 5 seconds

Listed in: Investing

The Investment Implications of a Falling Budget Deficit

Published: May 16, 2022, 1:20 p.m.
Duration: 11 minutes 51 seconds

Listed in: Investing

Slowing Growth and the Potential for an Extended Soft Landing

Published: May 10, 2022, 1:15 p.m.
Duration: 8 minutes 24 seconds

Listed in: Investing

The Dollar in a World of Worries

Published: May 2, 2022, 8:04 p.m.
Duration: 7 minutes 59 seconds

Listed in: Investing

Killing it Softly: How the Fed should Fight Inflation

Published: April 25, 2022, 2:45 p.m.
Duration: 10 minutes

Listed in: Investing

The Economy and Markets after a First-Quarter Roller Coaster

Published: April 12, 2022, 2:33 p.m.
Duration: 8 minutes 43 seconds

Listed in: Investing

Where have all the workers gone?

Published: April 5, 2022, 12:23 p.m.
Duration: 7 minutes 13 seconds

Listed in: Investing

Small Paddle, Big Rapids: What the Economy Could Do to the Fed

Published: March 23, 2022, 12:54 a.m.
Duration: 8 minutes 12 seconds

Listed in: Investing

Getting Going on Monetary Tightening

Published: March 14, 2022, 5:37 p.m.
Duration: 9 minutes 42 seconds

Listed in: Investing

Ukraine and the U.S. Economy

Published: March 7, 2022, 9:48 p.m.
Duration: 7 minutes 10 seconds

Listed in: Investing

The Financial Backdrop as Ukraine Waits and Worries

Published: Feb. 22, 2022, 3:46 p.m.
Duration: 9 minutes 28 seconds

Listed in: Investing

Ukraine: The Investment Implications of a Losers Game

Published: Feb. 14, 2022, 4:38 p.m.
Duration: 7 minutes 25 seconds

Listed in: Investing

Interest Rates: How High and How Fast?

Published: Feb. 7, 2022, 6:17 p.m.
Duration: 10 minutes 13 seconds

Listed in: Investing

Feddle

Published: Jan. 31, 2022, 3:26 p.m.
Duration: 9 minutes 29 seconds

Listed in: Investing

Housing and the Fed

Published: Jan. 24, 2022, 3 p.m.
Duration: 8 minutes 20 seconds

Listed in: Investing

The Recession Scenario

Published: Jan. 18, 2022, 2:41 p.m.
Duration: 11 minutes 17 seconds

Listed in: Investing

Shifting Fundamentals Still Point to Higher Rates

Published: Jan. 10, 2022, 8:36 p.m.
Duration: 10 minutes 24 seconds

Listed in: Investing

Pumping the Brakes on the U.S. Economy

Published: Jan. 3, 2022, 2:49 p.m.
Duration: 9 minutes 2 seconds

Listed in: Investing

The Fed turns more hawkish...for now

Published: Dec. 13, 2021, 6:09 p.m.
Duration: 9 minutes 9 seconds

Listed in: Investing

The Great Worker Shortage

Published: Dec. 6, 2021, 4 p.m.
Duration: 10 minutes 42 seconds

Listed in: Investing

The Investment Implications of Omicron

Published: Nov. 29, 2021, 2:33 p.m.
Duration: 6 minutes 27 seconds

Listed in: Investing

More Clarity and Less Stimulus from Washington

Published: Nov. 22, 2021, 7:18 p.m.
Duration: 6 minutes 58 seconds

Listed in: Investing

Why Inflation still looks mostly Transitory

Published: Nov. 15, 2021, 8:22 p.m.
Duration: 11 minutes 20 seconds

Listed in: Investing

Getting Back on the Recovery Track

Published: Nov. 8, 2021, 9:29 p.m.
Duration: 10 minutes 59 seconds

Listed in: Investing

The Pandemic and Financial Waves

Published: Nov. 1, 2021, 9:33 p.m.
Duration: 14 minutes 13 seconds

Listed in: Investing

The Stagflation Scare

Published: Oct. 18, 2021, 12:26 p.m.
Duration: 6 minutes 23 seconds

Listed in: Investing

Facing Reality on Growth and Inflation

Published: Oct. 11, 2021, 12:42 p.m.
Duration: 7 minutes 57 seconds

Listed in: Investing

The American Consumer: Still Ready to Drive the Recovery

Published: Sept. 27, 2021, 5:19 p.m.
Duration: 8 minutes 42 seconds

Listed in: Investing

Haircuts and Roulette Wheels: Are we Due for a Correction?

Published: Sept. 20, 2021, 6:48 p.m.
Duration: 8 minutes 10 seconds

Listed in: Investing

Washington games and their consequences for risks, taxes, stimulus and investing

Published: Sept. 13, 2021, 2:50 p.m.
Duration: 10 minutes 5 seconds

Listed in: Investing

Speedbumps on the Road to Recovery

Published: Sept. 7, 2021, 12:41 p.m.
Duration: 11 minutes 58 seconds

Listed in: Investing

Monetary and Fiscal Timetables

Published: Aug. 30, 2021, 6:40 p.m.
Duration: 7 minutes 23 seconds

Listed in: Investing

The Profits Wave

Published: Aug. 23, 2021, 1:40 p.m.
Duration: 7 minutes 48 seconds

Listed in: Investing

The Investment Implications of a Mutating Economy

Published: Aug. 9, 2021, 1:52 p.m.
Duration: 8 minutes 21 seconds

Listed in: Investing

New Palette Same Picture

Published: Aug. 2, 2021, 8:25 p.m.
Duration: 9 minutes 48 seconds

Listed in: Investing

The Variants and the Vaccines

Published: July 19, 2021, 4:31 p.m.
Duration: 7 minutes 24 seconds

Listed in: Investing

Speeding More Slowly

Published: July 12, 2021, 5:21 p.m.
Duration: 6 minutes 46 seconds

Listed in: Investing

After the Storm

Published: July 6, 2021, 1:57 p.m.
Duration: 9 minutes 55 seconds

Listed in: Investing

The Season of Supercharged Demand

Published: June 28, 2021, 1:33 p.m.
Duration: 8 minutes 3 seconds

Listed in: Investing

Why the Bond Market is Ignoring Inflation

Published: June 14, 2021, 1:04 p.m.
Duration: 9 minutes 16 seconds

Listed in: Investing

The Feds Forecasts

Published: June 7, 2021, 12:21 p.m.
Duration: 9 minutes 12 seconds

Listed in: Investing

The Evolving Expansion

Published: June 1, 2021, 1:34 p.m.
Duration: 9 minutes 20 seconds

Listed in: Investing

U.S. Housing - Booming not Bubbling

Published: May 25, 2021, 12:30 p.m.
Duration: 7 minutes 5 seconds

Listed in: Investing

Midterm Report Card

Published: May 17, 2021, 4:58 p.m.
Duration: 11 minutes 10 seconds

Listed in: Investing

The Jobs Mosaic and the Outlook for Interest Rates

Published: May 10, 2021, 1:44 p.m.
Duration: 9 minutes 46 seconds

Listed in: Investing

The Washington Menu

Published: April 26, 2021, 3:16 p.m.
Duration: 9 minutes 55 seconds

Listed in: Investing

Commodities and the Risk of Inflation

Published: April 19, 2021, 2:41 p.m.
Duration: 8 minutes 7 seconds

Listed in: Investing

Inflation, Taxes and the Need for Mindful Investing

Published: April 12, 2021, 6:27 p.m.
Duration: 9 minutes 38 seconds

Listed in: Investing

Double-Dose

Published: April 5, 2021, 4:29 p.m.
Duration: 9 minutes 42 seconds

Listed in: Investing

The Calm before the Surge

Published: March 29, 2021, 2:43 p.m.
Duration: 9 minutes 3 seconds

Listed in: Investing

Runway for the Rotation

Published: March 23, 2021, 2:17 p.m.
Duration: 11 minutes 5 seconds

Listed in: Investing

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

Listed in: Investing

The Race to Full Employment

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

Listed in: Investing

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

Listed in: Investing

The Price of Partisanship

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

Listed in: Investing

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 Cant Fix

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

Listed in: Investing

The Need for Support more than Stimulus

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

Listed in: Investing

The Investment Implications of a Falling Dollar

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

Listed in: Investing

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

Listed in: Investing

Mapping out the road ahead

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

Listed in: Investing

Recovery Realities

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

Listed in: Investing

Reversing the Population Pause

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

Listed in: Investing

The Feds Timetable

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

Listed in: Investing

The Investment Implications of a Contested Election

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

Listed in: Investing

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

Listed in: Investing

An Exuberant Rally in an Incomplete Recovery

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

Listed in: Investing

Average-Inflation Targeting in a Washington without Hawks

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

Listed in: Investing

The Human Implications of the Washington Stalemate

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

Listed in: Investing

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

Listed in: Investing

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

Listed in: Investing

The Investment Implications of the Coronavirus Debt Surge

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

Listed in: Investing

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

Listed in: Investing

The View from the Base of Recovery Mountain

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

Listed in: Investing

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

Listed in: Investing

An Antidote to Risk

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

Listed in: Investing

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

Listed in: Investing

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

Listed in: Investing

Monthly JPST audio commentary - July 9, 2020

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

Listed in: Investing

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

Listed in: Investing

The Backroads of Economic Recovery

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

Listed in: Investing

The Investment Implications of a Rolling-Wave Pandemic

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

Listed in: Investing

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

Listed in: Investing

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

Listed in: Investing

Risks to the Market

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

Listed in: Investing

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

Listed in: Investing

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

Listed in: Investing

The Patchwork Quilt

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

Listed in: Investing

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

Listed in: Investing

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

Listed in: Investing

Patterns of Recession

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

Listed in: Investing

Should I go to the equity market for income?

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

Listed in: Investing

Monthly JPST audio commentary - April 30, 2020

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

Listed in: Investing

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

Listed in: Investing

Lessons from East Asia

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

Listed in: Investing

Is now the time to invest in small cap stocks?

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

Listed in: Investing

Inflation risks in the wake of the pandemic

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

Listed in: Investing

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

Listed in: Investing

The Road to Recovery

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

Listed in: Investing

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

Listed in: Investing

Why the stock market isn't more worried

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

Listed in: Investing

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

Listed in: Investing

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

Listed in: Investing

Monthly JPST audio commentary - March 31, 2020

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

Listed in: Investing

Who’s buying and who’s selling?

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

Listed in: Investing

The Investment implications of the CARES act

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

Listed in: Investing

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

Listed in: Investing

Holding an economy in suspended animation

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

Listed in: Investing

The Investment Implications of COVID-19 ; an update

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

Listed in: Investing

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

Listed in: Investing

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

Listed in: Investing

The year of the virus

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

Listed in: Investing

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

Listed in: Investing

Fading risks and rising valuations

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

Listed in: Investing

JMUB audio commentary – 2020 Outlook

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

Listed in: Investing

JPST audio commentary – 2020 Outlook

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

Listed in: Investing

When Markets drift apart

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

Listed in: Investing

Adjusting strategy for slower growth

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

Listed in: Investing

Virus

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

Listed in: Investing

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

Listed in: Investing

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

Listed in: Investing

Getting to 21 without going bust

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

Listed in: Investing

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

Listed in: Investing

Stable Growth, Fading Risks and Rising Valuations

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

Listed in: Investing

Guide to the Markets for the first quarter of 2020

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

Listed in: Investing

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

Listed in: Investing

Understanding Underreaction

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

Listed in: Investing

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

Listed in: Investing

Hot and Cold Wars

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

Listed in: Investing

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

Listed in: Investing

A Turning Point in Trade Turmoil

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

Listed in: Investing

Monthly JPST audio commentary - Novemember 30, 2019

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

Listed in: Investing

Holding pattern

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

Listed in: Investing

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

Listed in: Investing

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

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

Listed in: Investing

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

Listed in: Investing

Giving Thanks and Planning Ahead

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

Listed in: Investing

Monthly JPST audio commentary - October 31, 2019

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

Listed in: Investing

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

Listed in: Investing

Fiscal Truth and Investment Consequences

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

Listed in: Investing

The Inflation Corridor

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

Listed in: Investing

High tide of uncertainty

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

Listed in: Investing

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

Listed in: Investing

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

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

Listed in: Investing

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

Listed in: Investing

Jigsaw

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

Listed in: Investing

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

Listed in: Investing

The Problem with Profits

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

Listed in: Investing

Guide to the Markets for the fourth quarter of 2019

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

Listed in: Investing

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

Listed in: Investing

Monthly JPST audio commentary - September 30, 2019

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

Listed in: Investing

Winning Ugly

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

Listed in: Investing

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

Listed in: Investing

Close Calls

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

Listed in: Investing

Slowdown or stall?

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

Listed in: Investing

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

Listed in: Investing

2020 Vision and Political Distortions

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

Listed in: Investing

Monthly JPST audio commentary - August 31, 2019

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

Listed in: Investing

Minds in Minutes: Three ways to plan for college

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

Listed in: Investing

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

Listed in: Investing

Why the Fed shouldnt cut rates on Wednesday (but probably will)

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

Listed in: Investing

Recession or Resilience: The Hiring Tiebreaker

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

Listed in: Investing

Minds in Minutes: Building stronger retirement plans

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

Listed in: Investing

Monthly JPST audio commentary - July 31, 2019

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

Listed in: Investing

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

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

Listed in: Investing

Filling in the Demographic Pothole

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

Listed in: Investing

Minds in Minutes: Investing through the cycle

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

Listed in: Investing

Demystifying the yield curve

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

Listed in: Investing

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

Listed in: Investing

The Message from the Yield Curve

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

Listed in: Investing

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

Listed in: Investing

Investing for the Middle Run

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

Listed in: Investing

Minds in Minutes: Restacking your portfolio building blocks

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

Listed in: Investing

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

Listed in: Investing

The Investment Challenge from Washington Policies

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

Listed in: Investing

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

Listed in: Investing

New Brush Strokes for the Big Picture

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

Listed in: Investing

Minds in Minutes: Playing offense and defense with alternative assets

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

Listed in: Investing

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

Listed in: Investing

Summer Sequels

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

Listed in: Investing

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

Listed in: Investing

The Investment Implications of Excessive Stimulus

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

Listed in: Investing

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

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

Listed in: Investing

Let's Talk: Live Episode 2

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

Listed in: Investing

Guide to the Markets for the third quarter of 2019

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

Listed in: Investing

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

Listed in: Investing

Chairman Powells Message

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

Listed in: Investing

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

Listed in: Investing

Can the Fed stop at just two rate cuts?

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

Listed in: Investing

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

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

Listed in: Investing

Introducing the Guide to Alternatives for the second quarter of 2019

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

Listed in: Investing

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

Listed in: Investing

Schrodingers Market

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

Listed in: Investing

Let's Talk: Live

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

Listed in: Investing

Important moments in market history: Global Financial Crisis

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

Listed in: Investing

Important moments in market history: The Dot-Com Bubble

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

Listed in: Investing

Important moments in market history: Orange County Bankruptcy

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

Listed in: Investing

Important moments in market history: Long-Term Capital Management

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

Listed in: Investing

Important moments in market history: Black Monday

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

Listed in: Investing

Introduction to Important Moments in Market History

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

Listed in: Investing

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

Listed in: Investing

The Fed Shows its Hand

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

Listed in: Investing

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

Listed in: Investing

Nice Levels Shame about the Pace

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

Listed in: Investing

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

Listed in: Investing

Investing for a Middle-Case Scenario

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

Listed in: Investing

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

Listed in: Investing

The Slowdown is Coming -Take Two

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

Listed in: Investing

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

Listed in: Investing

Adjusting to Demographic Reality

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

Listed in: Investing

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

Listed in: Investing

Tariffs and the Lessons of History

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

Listed in: Investing

Clearing skies

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

Listed in: Investing

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

Listed in: Investing

The hierarchy of monetary mistakes

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

Listed in: Investing

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

Listed in: Investing

Investment implications of 'All systems go'

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

Listed in: Investing

Slowdown is coming

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

Listed in: Investing

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

Listed in: Investing

2019 Principles for successful long-term investing

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

Listed in: Investing

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

Listed in: Investing

Federal credit card day

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

Listed in: Investing

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

Listed in: Investing

Down the middle of a narrowing road

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

Listed in: Investing

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

Listed in: Investing

Water stops

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

Listed in: Investing

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

Listed in: Investing

Framing the Fed

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

Listed in: Investing

Checking the landing gear

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

Listed in: Investing

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

Listed in: Investing

Delaying deadlines

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

Listed in: Investing

Introducing the Guide to Alternatives

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

Listed in: Investing

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

Listed in: Investing

Wheels down for soft landing

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

Listed in: Investing

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

Listed in: Investing

Why deficits matter - The problem with one more steak

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

Listed in: Investing

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

Listed in: Investing

The extra sixpence

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

Listed in: Investing

Political lions and corporate cattle

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

Listed in: Investing

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

Listed in: Investing

Decaffeinated economy

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

Listed in: Investing

Changing views on earnings and interest rates

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

Listed in: Investing

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

Listed in: Investing

Microwaves and markets

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

Listed in: Investing

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

Listed in: Investing

Labeling the boxes

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

Listed in: Investing

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

Listed in: Investing

Wounded Warriors

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

Listed in: Investing

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

Listed in: Investing

Earnings and the fog of Wall

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

Listed in: Investing

Guide to the Markets for the first quarter of 2019

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

Listed in: Investing

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

Listed in: Investing

Momentum investing, momentum economics, Washington

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

Listed in: Investing

Investment implications of stock market swoon

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

Listed in: Investing

Happy Holidays!

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

Listed in: Investing

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

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

Listed in: Investing

A better way to forecast growth

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

Listed in: Investing

Reduced risks

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

Listed in: Investing

Chinese-American chicken

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

Listed in: Investing

Giving thanks for low inflation

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

Listed in: Investing

Pay, wait or forget about it

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

Listed in: Investing

Cyclical implications of mid-term elections

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

Listed in: Investing

Grass beneath the leaves - Fundamentals still supporting

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

Listed in: Investing

Friday night lights out

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

Listed in: Investing

A tumble without a theme

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

Listed in: Investing

The case of rising rates

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

Listed in: Investing

Balance at takeoff, landing

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

Listed in: Investing

The asset arcade

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

Listed in: Investing

The problem with populism

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

Listed in: Investing

Fixing the roof and making hay

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

Listed in: Investing

The investment implications of a return to 2% growth

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

Listed in: Investing

The flight to Jackson Hole

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

Listed in: Investing

Getting the test back

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

Listed in: Investing

Organizing the international desk

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

Listed in: Investing

The Fed's focus

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

Listed in: Investing

Four to six inches of GDP growth

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

Listed in: Investing

The danger in the deficit

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

Listed in: Investing

Pizza Shop Pressures - Economic disortions at the edge

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

Listed in: Investing

Heating Up, Cooling Down, Preparing for What Comes Next

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

Listed in: Investing

Halftime checklist

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

Listed in: Investing

My Trade Deficit with Costco

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

Listed in: Investing

The hare and the pack

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

Listed in: Investing

Vodka and Espresso

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

Listed in: Investing

Roadblocks

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

Listed in: Investing

American retailer habits

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

Listed in: Investing

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

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

Listed in: Investing

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

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

Listed in: Investing

Guide to the Markets for the second quarter of 2018

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

Listed in: Investing

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

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

Listed in: Investing

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

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

Listed in: Investing

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

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

Listed in: Investing

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

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

Listed in: Investing

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

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

Listed in: Investing

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

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

Listed in: Investing

Reverse the search

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

Listed in: Investing

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

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

Listed in: Investing

Making allocation decisions across emerging markets

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

Listed in: Investing

Fiduciary role: Persistent misperceptions

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

Listed in: Investing

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

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

Listed in: Investing

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

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

Listed in: Investing

The road to infrastructure investing

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

Listed in: Investing

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

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

Listed in: Investing

Understanding your fiduciary role

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

Listed in: Investing

Factor-based investing

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

Listed in: Investing

Finding the right multi-asset partner for your investing needs

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

Listed in: Investing

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

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

Listed in: Investing

Building a liability-aware portfolio

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

Listed in: Investing

Guiding participants to better retirement outcomes

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

Listed in: Investing

CIO Perspectives for the first quarter of 2017

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

Listed in: Investing

Equity market assumptions

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

Listed in: Investing

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

Listed in: Investing

Fixed income assumptions

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

Listed in: Investing

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

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

Listed in: Investing

Strengthening your core

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

Listed in: Investing

Deconstructing private credit

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

Listed in: Investing