191 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.

Notes on the Week Ahead Dr. David Kelly

    • Business
    • 4.4 • 145 Ratings

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.

    The Inflation Cold Front

    The Inflation Cold Front

    After weeks of steamy hot temperatures, a cold front is set to move through the Boston suburbs on Tuesday. While the relief will be nice, in truth, the temperature will only edge down from the low 90s to the low 80s. However, it is the start of something and, as we are well aware in this part of the country, longer-term forces will bring us much colder weather before too long.

    • 8 min
    The Inflation Cold Front

    The Inflation Cold Front

    After weeks of steamy hot temperatures, a cold front is set to move through the Boston suburbs on Tuesday. While the relief will be nice, in truth, the temperature will only edge down from the low 90s to the low 80s. However, it is the start of something and, as we are well aware in this part of the country, longer-term forces will bring us much colder weather before too long.

    • 8 min
    The Inflation Cold Front

    The Inflation Cold Front

    After weeks of steamy hot temperatures, a cold front is set to move through the Boston suburbs on Tuesday. While the relief will be nice, in truth, the temperature will only edge down from the low 90s to the low 80s. However, it is the start of something and, as we are well aware in this part of the country, longer-term forces will bring us much colder weather before too long.

    • 8 min
    Twists and Turns on the Road to a Better Investment Environment

    Twists and Turns on the Road to a Better Investment Environment

    The long history of financial markets, like most classic novels, is full of misunderstandings, miscalculations and mistakes. Despite all of this, the story normally twists and turns its way to a happy ending. This may yet be the case for investors in the very unusual economy that has unfolded following the pandemic recession and recovery.

    • 10 min
    From Allegro to Adagio: Growth, Inflation and the Fed

    From Allegro to Adagio: Growth, Inflation and the Fed

    When engaged in the more mundane tasks of my job, I often have classical music playing in the background. A piano concerto, in the hands of a great orchestra and soloist, is a delight to the ears as the rush and energy of the first movement gives way to the softer pace of the second. And when the conductor downshifts the tempo, the musicians follow with effortless precision.

    • 10 min
    The Lag in the Drag

    The Lag in the Drag

    Last Friday’s strong jobs numbers came as a relief to many who feared that the U.S. economy was quickly sliding into recession. On its face, the June employment report seems to support further aggressive Federal Reserve tightening, leading to higher U.S. interest rates and a further appreciation of the dollar, and offsetting forces impacting U.S. equities.

    For additional insights from Dr. David Kelly, listen to the Insights Now podcast.

    • 11 min

Customer Reviews

4.4 out of 5
145 Ratings

145 Ratings

Oaklandz ,

Excellent weekly review

I have been listening carefully to Dr Kelly since 2005. At that time, he accurately predicted the Great Recession while working at Putnam Investments. He covers many facets of the economy that give us as accurate outlook as possible for the investing environment.

raccoon12 ,

5 stars

Dr. Kelly for president....or fed chair.... :)

JWilson998 ,

Great Content - Shoddy Sound Quality

Worth the listen to sweet-speaking David Kelly. His insights are useful and I’d recommend the podcast to anyone looking to gain better understanding of current market conditions.

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