26 min
BONUS - Live with Dr. David Kelly - Chief Global Strategist of J P Morgan Asset Management - Looking to 2024, elections, economy and beyond The Fiftyfaces Podcast
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- Investing
The start to a new year is a perfect time to check in with one of our favorite strategists and thinkers, Dr. David Kelly, Chief Global Strategist of J P Morgan Asset Management. In this live discussion we cycle through a host of topics including:The 2024 inflation outlookWhy the US consumer has proven so resilient, and why have bad vibes sometimes dominated despite this.The likely future direction of ratesDo small cap stocks make sense any more? When will they look attractive again?Should we read anything into the rise of Bitcoin interest (again)?What do geo-political risks and looming elections mean for markets?This is a fast-paced discussion delivered with David's inimitable wit and charm. Food for thought as we embark on a 2024 laden with promise and macro events.
The start to a new year is a perfect time to check in with one of our favorite strategists and thinkers, Dr. David Kelly, Chief Global Strategist of J P Morgan Asset Management. In this live discussion we cycle through a host of topics including:The 2024 inflation outlookWhy the US consumer has proven so resilient, and why have bad vibes sometimes dominated despite this.The likely future direction of ratesDo small cap stocks make sense any more? When will they look attractive again?Should we read anything into the rise of Bitcoin interest (again)?What do geo-political risks and looming elections mean for markets?This is a fast-paced discussion delivered with David's inimitable wit and charm. Food for thought as we embark on a 2024 laden with promise and macro events.
26 min