Podcasts about chief global strategist

Carl Quintanilla, Sara Eisen, and David Faber discussed the latest for stocks as they try to hold onto gains – and consumer concerns grow. The latest read on sentiment coming in at the top of the hour: falling to its 2nd-lowest reading on record… but consumer earnings commentary telling a different story.  The team broke it all down with JPMorgan Asset Management's Chief Global Strategist. Plus: how to play the homebuilders with one guest who says they're still a buy here – and more on the outlook for energy as President Trump says the U.S. is “very close” to a nuclear deal with Iran.  Also in focus: the road ahead for Novo after its surprise CEO resignation; deal details on this possible Charter-Cox merger; Berkshire's biggest moves according to a new 13F filing; and the big win for wealth taxpayers hidden in the GOP's “big beautiful bill”.  Squawk on the Street Disclaimer

Under normal circumstances, many of us don't think too much about the value of the NT Dollar -- unless we're traveling that is. But that changed at the beginning of May when the value of our currency made a sudden, sharp climb against the US Dollar. Chief Global Strategist for Nikko Asset Management Naomi Fink looks at the impact of that event on Taiwan's financial markets, whether Taiwan experienced that sharp currency phenomenon in isolation, and what is in store for the currency and the economy as a whole. Hosted by ICRT's Hope Ngo. -- Hosting provided by SoundOn

Watch the video version of YouTube.  In our thirteenth season of Insights Now, we delved into the research that informed our portfolio managers' investment strategies. Gabriela Santos engaged in insightful discussions with top-tier buy-side equity research analysts from J.P. Morgan Asset Management, covering a diverse array of sectors such as semiconductors, payments and fintech, industrials, utilities, healthcare, and financials. For the last episode of the season, Gabriela Santos, Chief Market Strategist for the Americas, and David Kelly, our Chief Global Strategist, reflected on the most memorable highlights from that season's extensive conversations. Additionally, they answered the top three questions frequently received from clients, which unsurprisingly revolved around economic policies emerging from Washington, D.C., and their potential impacts on the economy and markets. Resources: Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Chartered Market Technician Jay Woods, Chief Global Strategist, Freedom Capital Markets previews the "magnificent earnings" out this week including those from Meta Platforms (META), Microsoft (MSFT), Apple (AAPL) and Amazon (AMZN). He discusses what investors will be looking out for in the space of AI, tariffs, and the global economy as the stocks hope to build off their recent price momentum. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

Officials from Japan and South Korea are slated to begin trade negotiations with the United States this week. Early Monday, China's Ministry of Commerce said it firmly opposes any party reaching a deal at the expense of China’s interests. Those comments came as China claims Washington is using tariffs to coerce other countries to restrict economic and trade exchanges with Beijing. We get more perspective from Naomi Fink, Chief Global Strategist at Nikko Asset Management. She speaks with Bloomberg's Shery Ahn and Paul Allen. Plus - Chicago Fed President Austan Goolsbee warned against efforts to curtail the central bank’s independence, days after President Donald Trump expressed his displeasure with Fed Chair Jerome Powell. Last week, Trump posted on Truth Social that Powell’s “termination cannot come fast enough!” He hasn’t clarified whether that means he intends to find a way to fire the Fed chief, or is simply eager for Powell’s term to end as scheduled in May 2026. We get reaction from Alicia Garcia Herrero, Chief APAC Economist at Natixis.See omnystudio.com/listener for privacy information.

Jay Woods, Chief Global Strategist at Freedom Capital Markets, details the latest trends and developments in global markets. In this week's episode he discusses the uncertainty and volatility that reigned supreme and the fears, rumors, and warnings that moved markets.  https://www.ice.com/insights/conversations/inside-the-ice-house

Watch the video version on YouTube.  In this episode of Alternative Realities, we delve into the transformative landscape of venture and growth equity investing with a focus on technology and healthcare. Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by Patrick McGoldrick, Managing Partner of J.P. Morgan Private Capital, to discuss the evolution and current landscape of venture capital. The conversation highlights the high-risk, high-reward nature of venture capital, the importance of skilled management and the strategic approach J.P. Morgan employs in identifying investment opportunities. Join us as we explore the competitive advantages J.P. Morgan Asset Management offers as a partner to its portfolio companies and uncover the potential of venture and growth equity investing in today's market.   Resources: For more resources on Alternatives, visit our Guide to Alternatives, Principles of Alternatives Investing, and Alternatives 2025 Outlook Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

David Kelly, chief global strategist at JPMorgan Asset Management, says this is "the calm before the inflation storm." Kelly says he expects an economic slowdown. “What we’re seeing is a lot of softness in the travel industry, which I think is going to get worse over the course of this year.” He is joined by Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern.See omnystudio.com/listener for privacy information.

Borse europee ed americane in fortissimo calo dopo i Dazi imposti dall'amministrazione Trump. Valori negativi come per il crollo delle Torri Gemelle. Ne parliamo con Antonio Cesarano, Chief Global Strategist di Intermonte e con il corrispondente del Sole 24 Ore a New York, Marco Valsania. Come ogni venerdì, ci diamo appuntamento alla prossima settimana con le previsioni meteo di Mattia Gussoni de IlMeteo.it.

Jay Woods, CMT, Chief Global Strategist, Freedom Capital Markets shares his insights on what he's watching out for as Trump sways back and forth on tariffs, how bad it is when it comes to market pricing, and whether investors should be cutting down their exposure in the markets right now. He also weighs in on whether Tesla is on his shopping list and his current position on gold as an asset amid the uncertainty. Presented by: Ryan HuangProduced by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.

Watch the video version on YouTube.  In this episode of Alternative Realities, we explore the world of timber as an alternative investment asset class. Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by Angela Davis, President of Campbell Global, a subsidiary of J.P. Morgan Asset Management, to explore the unique benefits and opportunities timber offers to investors. The discussion covers the perpetual lifecycle of timber forestry, the global footprint of Campbell Global's forest management and the sustainable nature of timber as a climate-friendly product. The conversation also touches on the impact of tariffs, environmental regulations and the growing demand for sustainable building products. Join us as we uncover the potential of timber in providing diversification and protection during periods of market volatility and learn about the exciting developments in carbon offsets and their significance in the timber industry.   Resources: For more resources on Alternatives, visit our Guide to Alternatives, Principles of Alternatives Investing, and Alternatives 2025 Outlook Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

David Osman of IRF is joined by Jonathan Wilmot of Wilmot ML. In this podcast, Jonathan Wilmot discusses the future development of artificial intelligence with particular reference to the USA, China and the broader Macro implications. He then assesses President Trump's agenda for his second term and notes that Trump is “an old man in a big hurry”. This is creating some uncertainties, not least the potential for high tariffs to cause some economic and financial disruption. Jonathan reviews the outlook for US economic growth, inflation and interest rates. He assesses the ramifications for the bond and stock markets, before concluding with an assessment of where we are in relation to his analysis of the long-term trends and cycles over the past two centuries.   Jonathan Wilmot is a former FX Strategist at Bank of America, Fixed Income Strategist at Merrill Lynch and Chief Global Strategist at Credit Suisse. He has been described as “one of the brightest minds on Wall Street”. In 2017 Jonathan established his own Macro-research boutique and AI investment start up. Wilmot ML is the research arm of XAI Asset Management. Their primary focus is on the policy and market implications of the cycle in global growth and risk appetite, as well as the drivers of long-term structural change in the world economy and geopolitics.

Seema Shah, the Chief Global Strategist at Principal Asset Management, on how and where to invest as tariff and policy uncertainty roils markets and economies. In an unpredictable investing landscape, Seema helps us focus on the real trends, assets and indicators that can lead us to a clearer path. LINKS https://www.principalam.com/us/insights https://www.linkedin.com/in/seemavshah/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Seema Shah, the Chief Global Strategist at Principal Asset Management, on how and where to invest as tariff and policy uncertainty roils markets and economies. In an unpredictable investing landscape, Seema helps us focus on the real trends, assets and indicators that can lead us to a clearer path. LINKS https://www.principalam.com/us/insights https://www.linkedin.com/in/seemavshah/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Amid tariff uncertainty and recession fears, over the weekend President Trump told FOX's Maria Bartiromo that the country will see a “period of transition” as his economic policies take effect to rebuild American enterprise. After last week's poor stock market performance, the President not ruling out a recession led to further declines on Monday. The Big Money Show co-anchor Taylor Riggs speaks with Chief Global Strategist at Freedom Capital Markets Jay Woods about the short-term pain in the markets, CEOs seeking clarity on tariff strategy, and what to make of this “period of transition” the President is warning about. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices

Amid tariff uncertainty and recession fears, over the weekend President Trump told FOX's Maria Bartiromo that the country will see a “period of transition” as his economic policies take effect to rebuild American enterprise. After last week's poor stock market performance, the President not ruling out a recession led to further declines on Monday. The Big Money Show co-anchor Taylor Riggs speaks with Chief Global Strategist at Freedom Capital Markets Jay Woods about the short-term pain in the markets, CEOs seeking clarity on tariff strategy, and what to make of this “period of transition” the President is warning about. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices

Amid tariff uncertainty and recession fears, over the weekend President Trump told FOX's Maria Bartiromo that the country will see a “period of transition” as his economic policies take effect to rebuild American enterprise. After last week's poor stock market performance, the President not ruling out a recession led to further declines on Monday. The Big Money Show co-anchor Taylor Riggs speaks with Chief Global Strategist at Freedom Capital Markets Jay Woods about the short-term pain in the markets, CEOs seeking clarity on tariff strategy, and what to make of this “period of transition” the President is warning about. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices

Watch the video version on YouTube.  In this episode of Alternative Realities, we explore the dynamic world of alternative investments and their increasing accessibility to a broader range of investors. As these asset classes become more mainstream, we discuss their role in diversifying portfolios and enhancing returns. Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by David Lebovitz, Managing Director and Strategist at the Multi-Asset Solutions Group, to discuss the inception and evolution of the Guide to Alternatives. They delve into the structure and importance of alternative investments, the integration of alternatives into multi-asset portfolios and the challenges of sizing these allocations.   Resources: For more resources on Alternatives, visit our Guide to Alternatives, Principles of Alternatives Investing, and Alternatives 2025 Outlook Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Get an inside look at what's shaping my thinking. Bi-weekly, I share the top 5 investing and financial planning articles I'm reading—straight to your inbox. Sign up for my newsletter. -----  What's ahead for markets in 2025? In this episode, I'm joined by Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, to break down key economic and market trends shaping the year ahead.  Listen now and learn: ► How economic forecasts are built—and how investors should use them ► The outlook for GDP growth, inflation, and interest rates in 2025 ► The impact of policy changes, including tax cuts, tariffs, and fiscal stimulus ► Why global diversification matters more than ever ► The role of AI in the economy and what it means for investors Dr. Kelly's insights cut through the noise and focus on what really matters for long-term investors. Don't miss this deep dive into the forces driving markets in 2025! Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. (02:15) How Economic Forecasts Are Built (05:30) The U.S. Economic Outlook for 2025 (06:45) Policy Changes That Could Shape 2025 (12:30) Why Interest Rates Are Rising (16:30) The National Debt: Should Investors Worry? (23:15) Market Concentration and the “Magnificent Seven” Stocks (26:00) Why U.S. Investors Should Diversify Globally (31:00) The Potential and Risks of AI (32:33) Final Thoughts and Where to Follow Dr. David Kelly   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Watch the video version on YouTube.  In this episode of Alternative Realities, we delve into the evolving landscape of alternative investments and their growing role in institutional portfolios. As the world of alternative investing becomes more accessible, we'll explore how institutions have historically leveraged these assets for diversification and enhanced returns. Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by Kathryn Pasqualone, Client Advisor within our North America Institutional business, to discuss key themes such as vintage year diversification, liquidity considerations, and the importance of strategic and tactical asset allocation.   Resources: For more resources on Alternatives, visit our Guide to Alternatives, Principles of Alternatives Investing, and Alternatives 2025 Outlook Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Come ogni lunedì, in apertura di trasmissione rivolgiamo uno sguardo ai mercati finanziari e agli appuntamenti più importanti della settimana. Lo spazio di MeteoBorsa è affidato ad Antonio Cesarano, Chief Global Strategist di Intermonte.Nella seconda parte di trasmissione parliamo di Tari, in particolare quella di Roma dove l'amministrazione sta raccogliendo i frutti del lavoro anti evasione: nel 2024 il Campidoglio ha incassato 642,8 milioni, il 53% in più rispetto a tre anni prima e ora avvia il taglio della tariffa e alcune correzioni. Ne parliamo con l'avvocato Lorenzo Lodoli, Partner Studio Santacroce & Partners e approfittiamo per riepilogare qualche regola generale sul pagamento di questo tributo.

Watch the video version on YouTube.  As the U.S. economy continues its robust growth into 2025, this episode of Alternate Realities delves into the complexities of investing amidst challenges like inflation, interest rate volatility and market concentration. Dr. David Kelly, Chief Global Strategist, is joined by Oksana Aronov, Head of Market Strategy and Alternative Fixed Income, and Hamilton Reiner, Portfolio Manager and Head of U.S. Equity Derivatives. They discuss the importance of diversification and strategic hedging in both fixed income and equity markets, emphasizing the need for absolute return strategies. The conversation also highlights the potential for unlocking value beyond the "magic seven" stocks, offering valuable insights into navigating today's evolving financial landscape.   Resources: For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Donald Trump says he'll put pressure on OPEC to bring down oil prices - he says that will help end the war in Ukraine. Is he right?The Bank of Japan has risen interest rates to 0.5 percent, their highest for 17 years. We speak to Naomi Fink, the Chief Global Strategist at Nikko Asset Management Group in Japan - one of Asia's largest asset managersAs the 60-day ceasefire period in Lebanon comes to an end, the war between Israel and Hezbollah but are Lebanese managing to resume something like normal life?And are you a celeb at risk of getting cancelled?... Now there's an insurance policy to help you deal with it. A insurance company in London has teamed up with a crisis communications group, to offer an insurance policy for this sort of event. We explore what they offer and why.

Jay Woods, Chief Global Strategist at Freedom Capital Markets, details the latest trends and developments in global markets, discusses why investors are closely watching the beginning of President Trump's term, and what to look for during the busiest earnings week of the season. https://www.ice.com/insights/conversations/inside-the-ice-house

In this episode of Fill the Gap: The Official Podcast of the CMT Association, we welcome Jay Woods, CMT, the Chief Global Strategist for Freedom Capital Markets.Prior to joining Freedom, he was the Chief Market Strategist at DriveWealth Institutional. He also served as an Executive Floor Governor at the NYSE, the highest elected position at the Exchange held by only six NYSE members.Jay spent over 25 years as a Designated Market Maker on the NYSE floor. He started with Spear, Leeds, and Kellogg, then joined Goldman Sachs for 14 years and moved on to IMC after Goldman divested their floor operation. As a DMM, he was responsible for several high-profile IPOs and led trading in some of the most active issues at the NYSE.Jay gives us insights from his significant experience as a trader on the NYSE floor and as a Designated Market Maker. Our conversation centered heavily on technical analysis being the roadmap to finding and telling the story of a stock. He emphasizes the importance of keeping it simple and not overcomplicating your analysis. Think of the scenarios, where the risk/reward is set up, and keep your analysis as simple as possible. You can use other indicators to justify your story, but don't think there's one that's the holy grail. Be flexible, be nimble, always be ready to change your thesis.Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout:@dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/@_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/@CMTAssociation orhttps://www.linkedin.com/company/cmtassociationCMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.Learn more at: www.cmtassociation.org

Apriamo l'anno, con un po' di scaramanzia. Dedichiamo infatti la puntata ad alcune "Previsioni Oltraggiose", chiedendoci cosa succederebbe nel 2025 se si avverassero alcuni accadimenti improbabili, ma non impossibili, che scuoterebbero i mercati e l'economia mondiale. Ogni anno BG SAXO - broker nato dalla joint venture di Banca Generali e Saxo Bank - immagina scenari straordinari, con conseguenze rilevanti sull’economia e sulla società. Non si tratta di analisi di mercato ufficiali ma di previsioni audaci il cui scopo è stimolare discussioni e fare riflettere (non solo gli addetti ai lavori) su prospettive non del tutto irrealizzabili. E difatti, alcune di queste previsioni ipotizzate negli anni passati si sono poi realizzate: la Brexit, l’aumento di valore delle criptovalute, la crescita degli investimenti in combustibili fossili. Ne parliamo con Gian Paolo Bazzani, CEO di BG SAXO.MeteoBorsaNella prima parte, non può mancare il commento all'apertura della prima seduta di Borsa dell'anno. Ci colleghiamo con Antonio Cesarano, Chief Global Strategist di Intermonte.

Watch the video version on YouTube.    In this episode of Alternative Realities, we're going to explore the transportation sector's resilience amid geopolitical and market disruptions. we'll talk about how transport assets, like ships and planes, have shown stability during events such as the pandemic and geopolitical tensions. The discussion highlights the sector's critical role in global trade, the impact of regulations like the Jones Act and the evolving landscape influenced by tariffs and China's economic activity.   Dr. David Kelly, Chief Global Strategist is joined by Anurag Agarwal, Head Portfolio Manager for our Global Transportation Group, to discuss the distinction between opportunistic and core investment strategies in the transport sector, emphasizing the stability and income potential of leasing critical transport assets.   Resources: For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Featuring: Mark Cranfield, Bloomberg MLIV Strategist in Singapore Naomi Fink, Chief Global Strategist at Nikko Asset Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Watch the video version on YouTube. In this episode of Alternative Realities, we're going to be exploring the current landscape of commercial real estate, highlighting opportunities beyond the office sector. We'll talk about the ongoing housing shortage in the U.S., which has been made worse by past overbuilding, lack of workers and zoning issues. The industrial sector is thriving, driven by the rise in e-commerce and logistics, with a significant increase in delivery vehicles. Retail is evolving, with neighborhood strip centers and high-end luxury performing well, while middle-tier malls struggle. Real estate is a valuable component of investment portfolios, offering risk mitigation, inflation protection and consistent cash flow. Dr. David Kelly, Chief Global Strategist is joined by Chad Tredway, Head of Real Estate Americas at J.P. Morgan Asset Management, to discuss the opportunities he's seeing on the market. Chad leads our investment management business in the United States for real estate and his team focuses on the $70 billion of real estate that we own. Timestamps: Introduction (00:00) Direct vs. Public market real estate investment (01:19) Housing shortage in the U.S. (02:23) The J.P. Morgan approach to single-family rentals (03:41) Office space recovery post-COVID (05:34) Industrial space and delivery trends (07:15) Retail space outlook (08:26) Real estate in investment portfolios (10:34) Resources: For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify

My guest today is Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. In today's episode, Dr. David Kelly discusses various economic themes, including inflation, consumer sentiment, the value of the dollar, and the government deficit. He also covers the current state of global markets and urges listeners to reassess their risk exposure in light of recent wealth gains. (1:13) Economic outlook (4:12) Consumer behavior (8:24) Stocks and gold 2024 performance (13:27) US dollar and deficit concerns (20:44) Long-term capital market assumptions (26:52) Regional opportunities (33:09) David's favorite charts (36:56) Thoughts on immigration (39:37) Nonconsensus views on the federal deficit ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: Twitter | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  Learn more about your ad choices. Visit megaphone.fm/adchoices

Featuring: Alastair Gale, Bloomberg News Japan EcoGov Reporter Naomi Fink, Chief Global Strategist at Nikko Asset Management Diana Mousina, Deputy Chief Economist at AMPWhat would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es  See omnystudio.com/listener for privacy information.

Watch the video version on YouTube.  The U.S election is just a few short weeks away, and many investors are picking through campaign-trail noise to decipher what policies each administration would pursue and their implications. With both Former President Trump's and Vice President Harris's campaigns promising hefty amounts of spending but few clues on how it will be funded, the longer-term trajectory for taxes, the deficit and federal debt is largely uncertain, but must be addressed. According to the Congressional Budget Office, U.S. debt held by the public as a percent of GDP is expected to increase from a likely 98% in fiscal 2024 to over 120% in 2034. This assumes that provisions from the Tax Cuts and Jobs Act sunset as scheduled and increase taxes by $4 trillion at the end of 2025. If these tax cuts are extended, however, debt held by the public could rise to 130% of GDP over the same period. Regardless, policies from either side of the aisle will impact the fiscal health of the United States, and as a result, the balance of risks and opportunities that investors must consider when building portfolios. Gabriela Santos, Chief Market Strategist for the Americas, is back with Dr. David Kelly, Chief Global Strategist here at J.P. Morgan Asset Management, to discuss the different paths forward for fiscal policy. Resources: For more resources on the U.S. elections visit our Election Insights hub Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify  

Watch the video version on YouTube.  On previous episodes, we've discussed what's called the “democratization of alternatives.” Put simply, alternatives have become more accessible to individuals as the investment vehicles have evolved to address pain points like high minimums and long lockup periods. Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by Anastasia Amoroso, the Chief Investment Strategist at iCapital. The platform is designed to help clients navigate the world of alternative investments. We'll hear from Anastasia about what iCapital does to help individuals feel confident investing in alternatives, as well as her perspective on the trends we're seeing in the market. Resources: For more resources on the Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

On episode 161 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, to discuss: inflation, the economy vs the market, the downside of a strong dollar, the problem with tariffs, and much more! Thanks to Public for sponsoring this episode! Visit: http://public.com/compound to lock in a 6% or higher yield with a Bond Account. Sign up for The Compound Newsletter and never miss out! https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ Public Disclosure: A bond account is a self-directed brokerage account with Public Investing, a member of FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Watch the video version on YouTube.  Within our financial system, the idea that the Federal Reserve should operate as an independent entity is fundamental. Importantly, the Federal Reserve is a political institution that is accountable to Congress, but also to the public, and its independence ensures it can conduct monetary policy in a way that it perceives to be in support of its dual mandate without undue political pressures. However, some candidates on the campaign trail have expressed interest in giving other branches of government a say in the Fed's decision-making process, meaning that this election could have major implications for the ways in which monetary policy is conducted, its efficacy and the public's confidence in the central bank. To explore the implications of any changes to the Federal Reserve's independence, Gabriela Santos is excited to be back with Dr. David Kelly, Chief Global Strategist here at J.P. Morgan Asset Management. Resources: For more resources on the U.S. elections visit our Election Insights hub Listen to the audio version of the Insights Now podcast: Apple Podcasts | Spotify Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Watch the video version on Youtube. In this episode of Alternative Realities, we're going to be exploring the alternatives landscape from the perspective of the individual investor. Historically, these asset classes have been the domain of institutional capital, but the structure of alternative investment vehicles is evolving in ways that make them more accessible. Not only do individual investors have more access to alternatives, they also may have a greater need as the traditional 60/40 portfolio faces challenges like elevated valuations, positive stock-bond correlation and a negative real yield. Additionally, as more companies are choosing to stay private for longer, alternatives allocations are becoming increasingly necessary to access these high-growth areas of the market. Dr. David Kelly, Chief Global Strategist is joined by Kristin Kallergis, the Global Head of Alternatives for the J.P. Morgan Private Bank, to discuss all of these themes. Kristin's team manages $180BN of private wealth across a wide array of alternatives solutions, giving her unique insight into the evolution of this market. Timestamps: Introduction (00:00), Individuals vs. Institutions investing in alternatives (1:15), Liquidity needs within alternatives for individual investors (3:10), Selecting the right manager for alternatives (4:59), Popular asset classes within alternatives for individual investors (6:21), Niche asset classes (8:02), Private equity cash flow (10:12), Alternatives and secular themes (13:06) Resources: For more resources on the Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Jay Woods, Chief Global Strategist at Freedom Capital Markets, fills in for Michael Reinking to discuss the latest trends and developments in global markets for the week of September 23rd, 2024, and provide a preview of what's to come for the week of September 30th, 2024. https://www.ice.com/insights/conversations/inside-the-ice-house

Watch the video version on YouTube.  Federal government regulatory policies have the potential to reshape both the economic landscape and the investment opportunity set and both candidates for president have expressed strong opinions on regulatory issues.  However, their attitudes on regulatory oversight appear to vary across industries and issues affecting the economy and society.  In addition, their power to implement regulatory change is limited both by political realities and the courts.  For investors, it is important to remember that it is policy, not politics, that matters most for markets and the economy. However, history suggests that regulatory policy may not always impact markets in the ways we'd expect. To dive deeper into proposed regulatory policies and their potential impacts, Gabriela Santos, Chief Market Strategist for the Americas, is joined by Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management. Resources: For more resources on the U.S. elections visit our Election Insights hub Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

The Federal Reserve went big with its first interest rate cut since 2020, and it's biggest cut in 16 years as it lowered the Federal Funds Rate by half a percent. We look at what usually happens in the stock market - which hit new record highs last week - when the Fed gets this aggressive. Plus, Dr. David Kelly, the Chief Global Strategist for JP Morgan Asset Management, joins The Express from the Future Proof Wealth Festival, to share the most important macro trends shaping the economy and stock market today. LINKS FOR SHOW NOTES: https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8715614 https://am.jpmorgan.com/us/en/asset-management/adv/bios/david-kelly/ https://x.com/callieabost/status/1837234523555144147 https://www.carsongroup.com/insights/blog/author/rdetrick/ https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/sweetspotsforstocks_transcript_new.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

Featuring: Vincent Cignarella, Bloomberg Macro Strategist Helen Zhu, Managing Director & Chief Investment Officer at NF Trinity Naomi Fink, Chief Global Strategist at Nikko Asset Management   Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. David provides valuable insight and perspective on the economy and markets to the institutional investor and financial advisor global communities. David's research focuses on investment implications of an evolving economic environment. He has developed a unique ability to explain complex economic and market issues in a language that financial professionals can use to communicate to their clients. 

Watch the video version on YouTube. As rising geopolitical tensions and the pandemic fallout have uncovered weaknesses in global supply chains, many nations have begun to rethink their trading relationships. U.S. policy, for example, has turned increasingly nationalistic, with recent administrations implementing tariffs and non-tariff barriers to trade, allocating funds toward domestic development of strategic industries and proposing other protectionist measures to support domestic activity. This election season, tariffs and trade have once again found themselves at the forefront of recent discourse, with both candidates proposing a stricter stance on trade policy, but to varying degrees and in different forms. Regardless of the outcome in November, these policies will have a profound impact on the global economy and have the potential to redefine the opportunity set across global financial markets. Today's episode discusses whether tariffs have been effective in the past and explore the investment implications of a more strict trade policy. For this conversation, Gabriela Santos, Chief Market Strategist for the Americas, joins Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management. Resources: For more resources on the U.S. elections visit our Election Insights hub Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Having a diverse background is sometimes better than specializing in one thing. Today's guest, Lori Van Dusen, is the author of Running with Grace. Notice how she didn't say running with the fastest speed or endurance. It's about style, being a good sport, and thinking about things in the long term. Lori Van Dusen, welcome to the Better Call Daddy show. I am so excited that David Hirsch connected us. In this heartfelt episode, Lori shares her journey from Wall Street trainee to successful financial advisor, emphasizing the importance of holistic client care. She delves into her personal life, discussing the sudden loss of her husband, the challenges of being a present mother while managing a demanding career, and the therapeutic process of writing her book. This episode is a powerful exploration of resilience, adaptability, and the importance of building meaningful relationships. Tune in to hear Lori's inspiring story and the wisdom she's gained along the way.   Lori Van Dusen, CIMA®, is the Founder and CEO of LVW Advisors, a registered investment advisory firm that serves both wealthy families and individuals, as well as nonprofit institutions throughout the United States.  An advocate of client-focused strategies for more than 25 years, she has become the voice of reason in providing unbiased and integrated solutions in a fragmented financial services industry. Lori is passionate about numerous philanthropic causes, serving on several boards focused on urban education, health and wellness, and the fine arts. Lori began her investment advisory career in 1987 with Shearson Lehman Brothers, which was later acquired by Citigroup Smith Barney. By 2004, she had achieved the title of Managing Director with Citigroup Smith Barney. She founded LVW Advisors, a registered investment advisory firm, in 2011, leading a team of investment professionals. A recipient of numerous accolades, in 2019 Lori was named to Barron's Financial Advisor Hall of Fame, which recognizes advisors who have appeared in more than 10 of Barron's annual Top Financial Advisor rankings. Additionally, Lori was ranked #1 in New York - NY State on Forbes' 2023 and 2022 Best-In-State Wealth Advisors lists and has been ranked for five consecutive years on both Forbes' America's Top Wealth Advisors list and Forbes' America's Top Women Advisors lists.  In recognition of her involvement in the Rochester community, Lori was recognized in the Rochester Business Journal's 2023, 2022, and 2021 Power 100 list and received the 2020 Women of Excellence distinction with the Circle of Excellence honor. The Circle of Excellence recognizes a small group of women each year with longstanding, notable success in the community who are leading the way for other women. Additionally, Lori was inducted into the 2019 Rochester Business Hall of Fame and joins a prestigious list of Rochester business leaders who have been previously inducted. Lori has also been recognized by the Girl Scouts of Western New York as one of the 2019 Women of Distinction. In 2017, Lori was featured on the J.P. Morgan Asset Management and Dow Jones panel discussion, “Let's Talk: The Changing Face of Advice,” where she and Dr. David Kelly, Chief Global Strategist of J.P. Morgan Asset Management, discussed the investment and wealth management needs of today's client and the client of the future. This inaugural production was widely promoted in both Barron's and The Wall Street Journal. In addition, in light of her astute business acumen and numerous philanthropic endeavors, Lori is a highly sought out speaker and is frequently featured in premier investment publications, such as Barron's and Forbes. In 2018, Lori was awarded the Alice Holloway Young Award for Distinguished Service by a Retired Trustee, presented by the New York Community College Trustees. This prestigious award recognized Lori for her fervent advocacy, leadership and on-going support of student success at Monroe Community College, where she retired as Chair of the Board of Trustees in 2008. Key Takeaways - The importance of holistic client care and listening to truly understand their needs. - The challenges and rewards of balancing career and family life. - The therapeutic power of writing and sharing personal stories. - The value of building a supportive team and mentoring the next generation. Connect with Lori Van Dusen - Book: Running with Grace Connect with Reena - Website: bettercalldaddy.com - LinkedIn: Reena Friedman Watts - Twitter: @reenareena - Instagram: @reenafriedmanwatts - Instagram Podcast: @bettercalldaddypodcast We love hearing your feedback. Leave us a review, share your thoughts, and spread the word about this enriching episode. Share it with someone who appreciates resilience and the importance of self-worth. - (00:00) Reena Friedman Watts welcomes back Wayne Friedman for the better call daddy show - (01:58) Lori Van Dusen: David and I go way back - (08:54) When you have a traumatic event, your soul leaves your body - (14:00) Your music producer son helps you edit your book - (16:46) I just want to say that I love how personal your book is - (21:54) What is your most gratifying experience with philanthropy - (27:35) Cole weighed five pounds when he was born - (28:00) You met your husband on his birthday, and you got married quickly - (31:40) You've sold two homes and are in the process of listing another one - (35:29) After Ron, my husband, died, I dealt with grief through meditation - (42:01) I have kept things from my college days or my early twenties - (43:08) You didn't really know your dad until you were 24 - (47:04) You write about how your family has incredible history in New York - (49:49) When you started at Lehman Brothers, there were 300 people - (54:25) You developed a recurring revenue business model to help grow your firm - (57:12) I'm curious how opera singing fits in to your next book - (01:02:33) I'd love to hear your dad's advice to young parents - (01:04:15) You've heard from my mom. Now let's switch it over to grandpa Show notes created by https://headliner.app

Investopedia is celebrating its 25th Anniversary, and we are joining the party with the most important innovations, financial events and terms of the past quarter century. Plus, Jay Woods, the Chief Global Strategist for Freedom Capital Markets helps us prep our playbooks for the rest of the year as the stock market dances near record highs ahead of interest rate cuts and an election that is bound to deliver volatility. Summer lovin' was a blast, but it's time to reset and get back on track with The Express. LINKS FOR SHOW NOTES https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_081624.pdf https://www.freedomcapmkts.com/newsletter https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8703796 https://www.investopedia.com/warren-buffett-berkshire-hathaway-usd1-trillion-market-cap-8703150 https://www.bespokepremium.com/interactive/research/think-big-blog/

Watch the video version on YouTube. So far, this U.S. election cycle has been nothing short of turbulent and a looming source of volatility for much of this year. With the summer now behind us and November quickly approaching, investors should more seriously consider the implications of the upcoming election, and the opportunities and risks that may arise from it. That is why for the 11th season of Insights Now, titled “The policy and investment implications of the U.S. election,” David and I will discuss topics at the forefront of this election season, and explore the impacts proposed policies could have on the markets and economy. We'll cover a range of topics, from immigration and tariffs to taxes and Fed independence, so tune in to stay informed on what could drive volatility heading into November, and how you can better prepare your portfolio for a post-election world. Over the past year and a half, surging immigration has helped boost labor supply at a time when U.S. demographic trends were sluggish and recession fears were elevated, providing a nice tailwind for the labor market and the economy more broadly. At the same time, immigration has caused significant stress for migrants and the communities that they arrive in, making the issue one of the most politically sensitive topics this election season. For our conversation, we will focus on the magnitude of the recent immigration surge, discuss how long it can continue and explore what it might mean for the economy and corporate profits moving forward. To dive deeper into all this, Gabriela Santos, Chief Market Strategist for the Americas, will be co-hosting this season and will be joined by the usual host of the show, Dr. David Kelly, Chief Global Strategist here at J.P. Morgan Asset Management. Resources: For more resources on the U.S. elections visit our Election Insights hub Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Understanding today's economy requires a keen eye on labor markets, Federal Reserve policies, and fiscal strategies.How do these factors interplay to shape the financial landscape? What practical advice can help investors stay grounded amid market noise?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, sit down with Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management.Together they discuss the dynamic nature of the global economy. You'll learn about the practical applications of charts and data in economic analysis, the impact of monetary policy on recession fears, and the relationship between inflation and unemployment. Dr. Kelly also offers invaluable insights into the recent upward trends in productivity and the critical outlook for fiscal policy as we approach 2025.They discuss: The role of charts and data in economic storytellingThe evolving state of the labor market and productivityImplications of Jay Powell's Jackson Hole commentsKey fiscal policy changes and their potential impactsAnd more!Resources:Any questions about the show? Send it to us! We'd love to hear from you! factsvsfeelings@carsongroup.com Connect with Dr. David Kelly: LinkedIn: David KellyJ.P Morgan Asset ManagementInterested in hearing more from Dr. David Kelly? Subscribe to his shows wherever you listen to podcasts. Notes on the Week Ahead - Published every Monday  Insights Now and Alternative Realities - Episodes available every Thursday  Connect with Ryan Detrick: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseX: Sonu VargheseAbout Our Guest:Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. With over 20 years of experience, David provides valuable insight and perspective on the economy and markets to the institutional investor and financial advisor global communities.David's research focuses on investment implications of an evolving economic environment. He has written extensively on all aspects of the U.S. economy and his proprietary U.S. economic forecasting model helps shape his views on both the economic landscape and prospective asset class returns. He currently sits on JP Morgan Fund's operating committee.Throughout his career, David has developed a unique ability to explain complex economic and market issues in a language that financial professionals can use to communicate to their clients. He is a keynote speaker at many national investment conferences and a frequent guest on CNBC, Bloomberg, and other financial media outlets.Prior to joining J.P. Morgan Asset Management, David served as Economic Advisor to Putnam Investments. He has also served as a senior strategist/economist at SPP Investment Management, Primark Decision Economics, Lehman Brothers and DRI/McGraw-Hill.David is a CFA® charterholder. He also has a Ph.D and M.A. in Economics from Michigan State University and a B.A. in Economics from University College Dublin in the Republic of Ireland.

Jay Woods, Chief Global Strategist at Freedom Capital Markets, fills in for Michael Reinking to discuss the latest trends and developments in global markets for the week of August 19th, 2024, and provide a preview of what's to come for the week of August 26th, 2024. https://www.ice.com/insights/conversations/inside-the-ice-house

Watch the video version on YouTube.  Deficit spending is not at all a new phenomenon in the United States. In fact, it is the norm, and the U.S. has run a budget deficit in 81 of the last 95 years, or 85% of the time since 1929. What is abnormal, however, is how large the pile of U.S. debt has grown relative to the broader economy. In fiscal year 2023, U.S. debt held by the public ballooned to $26.3tn, or a striking 97% of GDP, while the budget deficit rose to 6.2% of GDP, and projections from the Congressional Budget Office suggest that the debt dilemma may only get worse in the coming years. With the election quickly approaching, and last year's debt ceiling and downgrade drama still fresh in investors' minds, we often get asked “How will rising federal debt impact the markets and the economy?” To help us dive deeper into this question, Brandon Hall, Research Analyst, interviews the usual host of the show, Dr. David Kelly, Chief Global Strategist for J.P. Morgan Asset Management.

Watch the video version on YouTube.  Before 2021, the United States hadn't seen a major bout of inflation for almost 40 years. And even when inflation peaked in June 2022, consensus estimates showed that most thought inflation would be almost back to 2% by the end of 2024. However, the journey to 2% has been more challenging than expected. Since mid-2023, inflation has remained in the 3-4% range, primarily due to persistently high shelter and auto insurance prices. This has caused the Fed to be on an extended pause. However, the latest CPI report brought some positive news, showing a month-over-month decline in prices for the first time in over a year. Year-over-year CPI inflation now sits at 3.0%, still well above a number consistent with the Fed's 2% target for the personal consumption deflator. This episode explores if inflation can get back to its 2% target, the potential obstacles, and whether inflation even needs to be 2%. With this and the outlook for short-term interest rates being among the most dominant drivers of financial markets today, we think this discussion will be particularly useful. To help us dive deeper into this question, Mary Park Durham, Research Associate, will be interviewing the usual host, Dr. David Kelly, Chief Global Strategist for J.P. Morgan Asset Management.

Thursday's CNN Presidential Debate between President Biden and former President Trump brought voters an unflattering performance from the incumbent. Media outlets on the left and right quickly noted that this debate performance has renewed voters' previous concerns about President Biden's age and fitness for office. The candidates argued about the economy, which got some good news from Friday's inflation report showing no major increases. Fox Business Correspondent Gerri Willis is joined by Chief Global Strategist at Freedom Capital Markets Jay Woods to break down the reaction to the President's lackluster debate performance and former President Trump's strong argument for keeping his 2017 tax cuts in place. Photo Credit: AP Learn more about your ad choices. Visit megaphone.fm/adchoices