Insights Now

One speaker is loud, another soft, music is loud, and suddenly the soft spoken voice goes up in volume

Not bad, listening to evaluate but Meera Pandit, Was sadly unaware of the pandemic impacts and showed some strong political bias. The snp returns Obama and Trump? Biden market up? Meets, please check your facts minus the backgrounds of the housing crisis and pandemic- subtract those two events Obama real increases are small and trumps impressive. Also consider Biden returns if not off a difficult pandemic, his constraints on the energy suppyhave sparked a global change in energy prices. Freeze pipelines and drilling for 18 months and this is the result. In May, Biden was forced to unfreeze 860 thousand acres but changed the lease costs from 12% to 19% - that is sticking the energy market with a 7% increase for the length of those leases. Creating energy inflation for the length of those contracts. These are not minor political differences as Meera suggested but huge differences in the direction of us economy, world energy prices. This program asked good questions but of a guest who did not understand the importance of subtracting these shocks from her data. Very much a teenage view of data, would not suggest placing retirement funds in her hands and hope the podcast better screens its guests.

This series would be much better if the roles were reversed and the guest asked Dr Kelly to answer the questions. These speakers don’t compare to what we’ve come to expect from JPM and Dr Kelly’s lucid level of commentary.

Thank you to Dr. David Kelly and Jennifer Wu for continued coverage of ESG and Sustainable Investing disciplines, which are topics of growing attention in the U.S. and abroad as well.