Podcast appearances and mentions of David Kelly

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Best podcasts about David Kelly

Latest podcast episodes about David Kelly

Vermont Viewpoint
Jon Murad on Governor Jim Douglas, Tucker Jones and David Kelly, Board member with Keisha Luce Executive Director at Highland Center for the Arts

Vermont Viewpoint

Play Episode Listen Later May 13, 2025 90:57


Vermont ViewpointWDEVMay 13, 2025 Guest Host Jon Murad 9:00 to 10:00Governor Jim Douglas Secretary of State to State Treasurer have the roles changed? Middlebury College is embroiled in a lawsuit stemming from its decision to remove the name of former Vermont Governor John Mead from its chapel. Updates on the lawsuit and public reaction How changes in Washington are affecting Vermont. Vermont's relationship with Quebec: how does ongoing "51st state" rhetoric affect that?Funding and tariffsCheck and balance in the United States 10:00 to 10:30Tucker JonesAssistant General Counsel of Department of Public Safety
Raise the age legislation and bail revocation.Are we making progress with public safety. What roles are State's attorney's and Judges playing in all of this? 10:30 to 11:00Highland Center for the Arts 
Highlights of the Highland Center for the Arts
Exciting new shows and about the arts in VermontDavid Kelly, Board memberKeisha Luce Executive Director

Drive105 Match Night Live
Derry Nostalgic with Sean Friars – 2002 FAI Cup Semi-Final Special

Drive105 Match Night Live

Play Episode Listen Later May 13, 2025 12:25


In this episode, Sean Friars joins Dee Curran to revisit the unforgettable 2002 FAI Cup Semi-Final clash against Cork City at Turner's Cross – a tie played in front of a then record 8,000-strong crowd. Sean reflects on the atmosphere, the influence of David Kelly, and the emergence of a young Kevin Deery, who stepped up in a big way. He also speaks candidly about playing without Peter Hutton, the decisive penalty award, and whether he misjudged the flight of the ball for his goal that night. A must-listen for Derry City fans who remember the magic of that cup run.

Weird Darkness: Stories of the Paranormal, Supernatural, Legends, Lore, Mysterious, Macabre, Unsolved
THE MONSTER OF ROYAL STREET: Madame Delphine LaLaurie | WEEK OF MAY 11, 2025 #WeirdDarknessRadio

Weird Darkness: Stories of the Paranormal, Supernatural, Legends, Lore, Mysterious, Macabre, Unsolved

Play Episode Listen Later May 12, 2025 121:51


HOUR ONE: 
Winnie had two trunks when she arrived at the train station – trunks that contained the severed body parts of her two best friends. She had murdered them, it seems, all in the name of love. (Winnie Ruth Judd: Trunk Murderess) *** Was British government weapons inspector Dr David Kelly murdered? (Many Dark Actors: Dr. David Kelly) *** Madame Delphine LaLaurie, made popular by Kathy Bates in American Horror Story: Coven, was a first class monster. A figure of high society, she was well known for her mistreatment of slaves. But no one knew just how sick she truly was. (The Monster of Royal Street)==========HOUR TWO: Reddit users share some of the strangest, creepiest, most terrifying phone calls they've ever received – many that left the recipient with no explanation as to what just happened. (Creepy Phone Calls) *** Elizabeth Bathory was beautiful – and wanted to stay that way. So determined was her desire for a youthful appearance that she would bathe in the blood of young girls, thinking of it as a macabre fountain of youth. But how much truth is there to this story? And are there ghosts today, haunting their residences thanks to the Blood Countess? 
(Ghosts of the Blood Countess)==========SUDDEN DEATH OVERTIME: A former schoolhouse has accrued a sinister reputation as one of the most haunted, weirdest places in Japan. (Haunted Schoolhouse In Japan) *** The gold rush brought many to North Carolina – men looking to get rich, and rich men looking to get richer. But the greed also brought cruelty to some mine owners… and that cruelty sometimes brought death… and hauntings. (The Skinflint Mine Entity) *** Was a certain female reporter murdered because she knew too much about the death of John F. Kennedy? (The Dorothy Killgallen Murder) *** Something bizarre and terrifying is living below the streets of London – and there are many theories as to what it might be. (Strange Things Below London)==========SOURCES AND REFERENCES FROM TONIGHT'S SHOW:“The Monster of Royal Street: Delphine LaLaurie”: https://tinyurl.com/ssf9lm3“Many Dark Actors: Dr. David Kelly”: https://tinyurl.com/uf4jv5m“Winnie Ruth Judd: Trunk Murderess” by Troy Taylor: http://ow.ly/kpFb30nhABS“Creepy Phone Calls” by Aaron Edwards for Graveyard Shift: https://tinyurl.com/spnqq2s“Ghosts of the Blood Countess” by Amy's Crypt for Paranormal Scholar: https://tinyurl.com/r4lh7rn“Strange Things Below London” by Nick Redfern for Mysterious Universe: https://tinyurl.com/ulutgp7“The Murder of Dorothy Kilgallen” by Jessika M. Thomas for Ranker: https://tinyurl.com/tjzpaz7“The Skinflint Mine Entity” from North Carolina Ghosts: https://tinyurl.com/w6ofq7g“Haunted Schoolhouse In Japan” by Brent Swancer for Mysterious Universe: https://tinyurl.com/w4n98c6==========(Over time links seen above may become invalid, disappear, or have different content. I always make sure to give authors credit for material I use whenever possible. If I have overlooked doing so for a story, or if a credit is incorrect, please let me know and I will rectify it immediately. Some links may benefit me financially through qualifying purchases.)=========="I have come into the world as a light, so that no one who believes in me should stay in darkness." — John 12:46==========WeirdDarkness®, WeirdDarkness© 2025==========To become a Weird Darkness Radio Show affiliate, contact Radio America at affiliates@radioamerica.com, or call 800-807-4703 (press 2 or dial ext 250).

The Learning Hack podcast
LH #114 Learning Technologies 2025 Special with Josh Bersin, Daniel Hulme, David Kelly, etc.

The Learning Hack podcast

Play Episode Listen Later May 12, 2025 181:17


AI shockwaves and human resilience in L&D At the Learning Technologies Conference 2025, John Helmer speaks with leading voices in learning and AI—including Josh Bersin, Daniel Hulme, David Kelly, Jerome Pereira, Sophie Costin, Tadelayo Sodipe, and Donald H. Taylor—about disruption, ethics, innovation, and the changing role of L&D.    00:03:08 - Intro 00:05:08 - Josh Bersin 00:41:44 - Daniel Hulme 01:01:39 - David Kelly 01:26:57 - Prof. Jerome Pereira 01:58:09 - Sophie Costin 02:12:23 - Tadelayo Sodipe 02:33:39 - Donald H. Taylor 03:01:44 - End   Connect with John Helmer LinkedIn: linkedin.com/in/johnhelmer X: @johnhelmer Bluesky: @johnhelmer.bsky.social Website: learninghackpodcast.com

Money Life with Chuck Jaffe
J.P. Morgan's Kelly: A recession's coming, but it won't last long

Money Life with Chuck Jaffe

Play Episode Listen Later May 9, 2025 57:40


David Kelly, chief global strategist at J.P. Morgan Asset Management, says that using tariffs "is like throwing a grenade as an offensive weapon when you are in a small room. You are much more likely to damage yourself than anybody else," which is why he is expecting the Trump Administration to back away from its heavy demands rather than go into a trade war. Despite being "one Tweet away from a solution," Kelly worries that the economy will suffer damage — particularly if it's not cleared up soon — but he notes that he does believe a recession is in the offing, with the good news being that he thinks that slowdown will be shallow and short-lived, passing by the end of the year. Peter Chung, director of research at Presto Research, a firm that trades digital assets, checks in on Bitcoin and other cryptocurrencies and discusses their strong rebound since taking a nosedive along with the stock market heading into "Liberation Day" and through the subsequent downturn; he discusses how digital assets are being impacted by tariff concerns. Plus Andrew Kohl, portfolio manager for Aberdeen Investments' Total Dynamic Dividend and Global Dynamic Dividend funds, says investors can find strong payouts and good valuations buying foreign dividend-paying stocks, noting that many companies can keep rolling regardless of trade policy outcomes in the coming months. He also names two of his favorite dividend plays for the current market.

J.P. Morgan Insights (video)
Equity research insights: Key analyst takeaways & top investor questions

J.P. Morgan Insights (video)

Play Episode Listen Later May 2, 2025 20:53


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

Barron's Live
Talking Markets with J.P. Morgan's David Kelly

Barron's Live

Play Episode Listen Later Apr 28, 2025 45:55


Barron's Senior Managing Editor Lauren R. Rublin, Deputy Editor Ben Levisohn and David Kelly, chief global strategist of J.P. Morgan Asset Management discuss the outlook for financial markets, industry sectors, and individual stocks. 

Review Rewind
Episode 71: Charlie and the Chocolate Factory(2005)

Review Rewind

Play Episode Listen Later Apr 25, 2025 108:59


We got a golden ticket! We're watching the 2005 adaptation Charlie and the Chocolate FactoryDirectorTim BurtonProducerBrad Grey, Richard D. ZanuckScreenwriterJohn August, Roald DahlDistributorWarner Bros. PicturesProduction CoWarner Bros., Zanuck Company, Village Roadshow Pictures, Plan B FilmsRatingPG (Mild Language|Action|Quirky Situations)GenreKids & Family, Fantasy, ComedyOriginal LanguageEnglishRelease Date (Theaters)Jul 15, 2005Budget$150,000,000 (estimated)Gross US & Canada$206,459,076Opening weekend US & Canada$56,178,450 Jul 17, 2005Gross worldwide$474,968,763Starring Johnny Depp, Freddie Highmore, David Kelly, Helena Bonham Carter, Noah Taylor, Missi Pyle, James Fox, Deep Roy, Christopher Lee

The Wire in Bondi
The Fan Debate (Warrington vs Hull FC Review)

The Wire in Bondi

Play Episode Listen Later Apr 14, 2025 66:52


This week, I'm joined by 3 other Wire fans, Andy Shaw, David Kelly and Jamie Chambers to discuss the recent game against Hull as well as a number of other topics. I find out how long the guys have suppoted Warrington for, there favourite player and there most memorable moment. We chat about the problems Warrington face at the moment, our thoughts going forward and do we need a new prop. We also discuss the crowd figures at Warrington and are expectations to high at the moment with the fans. We look foward to the next game against Leigh away and if we can improve on our poor recent record against them. This podcast is hosted by ZenCast.fm

J.P. Morgan Insights (video)
Alternative Realities: Tech-driven alternative investment

J.P. Morgan Insights (video)

Play Episode Listen Later Apr 10, 2025 20:21


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

Bloomberg Talks
JPMorgan Asset Management Chief Global Strategist David Kelly Talks Inflation

Bloomberg Talks

Play Episode Listen Later Apr 10, 2025 3:14 Transcription Available


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.

Center For Investment Excellence
Unpacking policy uncertainty

Center For Investment Excellence

Play Episode Listen Later Apr 3, 2025 24:11


This episode hosted by David Lebovitz features a discussion with Dr. David Kelly, chief global strategist at J.P. Morgan. It covers topics such as the economic outlook for 2025, the impact of U.S. immigration and trade policies, and potential fiscal and regulatory changes under the new administration. The conversation also touches on the implications of government efficiency measures and potential tax reforms.

Scottish Independence Podcast - YesCowal and IndyLive Radio

Join Fiona, Marlene, and regular guest Lynne as they dive into the most pressing topics in Scottish and Westminster politics. From Labour's disastrous welfare cuts and the ongoing battle over PIP (Personal Independence Payments) to the Scottish Tories desperate attempts to run down Ferguson Marine,  the trio offers insightful analysis and opinion.  Tune in for an eye-opening discussions on topics as diverse as the dangers of the nuclear industry, the latest Believe in Scotland litterpicking campaign, and Canada's spirited stand against Trump's aggressive rhetoric.  Stay informed with topical chat, thought-provoking clips, and expert commentary on current events shaping our world today. Chapters: 00:00:53  Nicola Sturgeon cleared  00:02:16  Decolonising Scotland 00:08:41  Lorna Slater - return of the Deposit Return Scheme  00:11:03  Believe in Scotland litterpicking campaign 00:14:44  PIP - Labour's Poll Tax Moment? 00:16:04  Stephen Flynn calls out Labour's manifesto 00:18:36  What is PIP and who is affected? 00:20:07  Diane Abbot calls out Starmer 00:24:29  Richard Murphy on other options for Reeves  00:27:50  Will Scotgov mitigate PIP? 00:31:11  David Kelly, the nuclear industry's tritium crisis 00:34:17  Graeme Downie plays patsy for Labour  00:36:49  Dorothea Barron, women see round corners 00:38:55  Ferries bad say hypocritical Tories 00:46:33  Reform UK - not what they say on the tin 00:56:53  Elbows Up Canada! #scottishpolitics #PIP #elbowsup   The Scottish Independence Podcasts team produce a NEW podcast episode every Friday search for Scottish Independence Podcasts wherever you get your podcasts.  Remember to like and subscribe! Contact Us: indypodcasters@gmail.com  Visit our website https://scottishindypod.scot for blogposts, newsletter signup and more episodes Subscribe for free to our Youtube channel @scottishindypodExtra for more of our video footage and clips.  video premieres most Tuesdays at 8pm If you've enjoyed this podcast you might like to buy us a coffee?  https://ko-fi.com/scottishindependencepodcasts or choose us as your Easyfundraising good cause. Music: Inspired by Kevin MacLeod, Industrial Cinematic by Kevin MacLeod  

Closing Bell
Closing Bell Overtime: Chips, Tech Stocks Fall; JPMorgan's Q2 Playbook 3/26/25

Closing Bell

Play Episode Listen Later Mar 26, 2025 42:10


Our Eamon Javers reports on Trump's auto tariffs announcement. Kevin Gordon of Charles Schwab and Adam Crisafulli of Vital Knowledge break down the current state of the market. Kristina Partsinevelos analyzes weakness in semiconductor stocks. JPMorgan's David Kelly shares his market outlook, while Invitation Homes CEO Dallas Tanner discusses the impact of tariffs on housing and mortgage demand. Plus, Phil LeBeau reports on Hyundai's new EV plant amid growing U.S.-Korea trade tensions, and Forethought CEO Deon Nicholas talks AI advancements in customer support.

J.P. Morgan Insights (video)
Alternative Realities: Opportunities in global forestry and timber

J.P. Morgan Insights (video)

Play Episode Listen Later Mar 21, 2025 21:36


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

The Indo Daily
'Four floors of whores' - Paddy Cosgrave and the Web Summit showdown

The Indo Daily

Play Episode Listen Later Mar 21, 2025 26:42


The multi-million euro legal battle between the Web Summit co-founders, Paddy Cosgrave, Daire Hickey and David Kelly, has been described as a bitter divorce, with no prospect of an amicable resolution. The clash between three of Ireland's most prominent tech high-flyers has begun, and the first shots in anger have been very acrimonious indeed. Allegations of blackmail, sexual harassment and even kompromat have emerged this week as the trio embarked on a nine-week trial in the High Court. With the Web Summit now valued at €200m-€300m, the stakes are huge for everyone involved. Host: Dave Hanratty. Guest: Mark Tighe See omnystudio.com/listener for privacy information.

Scottish Independence Podcast - YesCowal and IndyLive Radio

It's Time to Reclaim Our Clyde! Join Fiona and Marlene's discussion with passionate SCND activists David Kelly and David Peutherer as we talk about the vital need to rid the River Clyde of nuclear weapons.  We dive into the engaging new campaign "It's Time to Reclaim Our Clyde" urging young people to find out more and take action for a nuclear free Scotland. Discover why independence is the only way to ensure a safer nuclear-free future for Scotland and how the campaign is empowering the next generation to rise up and make a difference.   Key themes: 00:02:40   Background to the campaign 00:12:45   But what about the nuclear jobs? 00:15:00   Increasing our defences? 00:17:45   Treaty on the Prohibition of Nuclear Weapons (TPNW) 00:18:42    Independence is key 00:19:44    Campaign next steps 00:25:34     Generational differences 00:28:23     Trump 00:31:00     Cuddly green nuclear power? 00:35:49      Whatever happened to the Labour party? It's time to act before it's too late!  Find out more including how to get involved and make your voice heard here: Scottish CND  - https://.banthebomb.org/campaign/reclaim-our-clyde/   International Campaign for Nuclear Disarmament https://icanw.org Treaty on the Prohibition of Nuclear Weapons (TPNW) https://disarmament.unoda.org/wmd/nuclear/tpnw/ #NuclearFreeScotland #ReclaimOurClyde #tpnw The Scottish Independence Podcasts team produce a NEW podcast episode every Friday search for Scottish Independence Podcasts wherever you get your podcasts.  Remember to like and subscribe! Contact Us: indypodcasters@gmail.com  Visit our website https://scottishindypod.scot for blogposts, newsletter signup and more episodes Subscribe for free to our Youtube channel @scottishindypodExtra for more of our video footage and clips.  video premieres most Tuesdays at 8pm If you've enjoyed this podcast you might like to buy us a coffee?  https://ko-fi.com/scottishindependencepodcasts or choose us as your Easyfundraising good cause. Music: Inspired by Kevin MacLeod  

In The News
Web Summit Showdown: Why the three co-founders are heading to court

In The News

Play Episode Listen Later Mar 18, 2025 27:57


The High Court is set to hear revealing details on the workings of one of Ireland's most high profile companies: Web Summit.In a civil trial that is set to last nine weeks, the three former friends who founded the tech events company – Paddy Cosgrave, David Kelly and Daire Hickey – will lay out their grievances against each other.Cosgrave, the better known of the three, has a majority stake in the company with a whopping 81 per cent, Hickey has 7 per cent and Kelly 12 per cent.There are five individual cases to be heard in a civil trial that is expected to last around nine weeks.Catherine Sanz, author of Drama Drives Interest: The Web Summit Story explains the background while Irish Times business reporter Ian Curren tells what dirty laundry might be aired.Presented by Bernice Harrison. Produced by Suzanne Brennan Hosted on Acast. See acast.com/privacy for more information.

BritCham Singapore
In Conversation with Byron Sharp, Research Professor (Marketing Science), Director, Ehrenberg-Bass Institute, University of South Australia

BritCham Singapore

Play Episode Listen Later Mar 17, 2025 49:29


How do businesses grow in an ever-changing market landscape? How can marketers apply evidence-based insights to drive success? We put world-leading marketing expert, Professor Byron Sharp, Director, Ehrenberg-Bass Institute, University of South Australia, in the hot seat. Speaking to David Kelly, Executive Director of the British Chamber of Commerce Singapore, Byron shares his ground-breaking research on how brands grow, the power of evidence-based marketing, and why many traditional marketing beliefs are myths. He also discusses the upcoming "How Brands Grow Live!" executive development program in Singapore, designed to help businesses translate marketing science into real-world growth strategies. Professor Byron Sharp is the author of How Brands Grow and How Brands Grow 2, two of the most influential marketing books of our time. He leads the Ehrenberg-Bass institute, one of the world's top research centres in marketing science, which advises global corporations like Coca-Cola, Procter & Gamble, and General Motors.Join other leading marketing and business professionals and learn directly from Professor Byron Sharp in the"How Brands Grow Live!" masterclass. Happening in Singapore from April 7-10, register here: https://marketingscience.info/apply-for-how-brands-grow-for-executives/

J.P. Morgan Insights (video)
Alternative Realities: Building an investment plan with alternatives

J.P. Morgan Insights (video)

Play Episode Listen Later Mar 6, 2025 20:28


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

The Long Term Investor
2025 Market Forecasts, Interest Rates, and Economic Risks With Dr. David Kelly (EP.192)

The Long Term Investor

Play Episode Listen Later Feb 19, 2025 36:13


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.

J.P. Morgan Insights (video)
Alternative Realities: Institutional strategies in alternative assets

J.P. Morgan Insights (video)

Play Episode Listen Later Feb 10, 2025 20:37


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

J.P. Morgan Insights (video)
Alternative Realities: Strategic Investing Amid Uncertainty

J.P. Morgan Insights (video)

Play Episode Listen Later Jan 30, 2025 18:37


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

J.P. Morgan Insights (video)
Alternative Realities: Exploring alternatives in 2025

J.P. Morgan Insights (video)

Play Episode Listen Later Jan 10, 2025 29:31


Watch the video version on YouTube.  Despite last year's excellent returns in public markets, alternative assets are garnering increased attention due to their income diversification benefits, high equity valuations and the potential for above-trend inflation. As alternative investments become more accessible to the public, allocations to these assets are expected to rise in the coming years. This trend underscores the importance of general education and thought leadership in the field of alternative investments. This is precisely the mission of the Guide to Alternatives and the Alternative Realities podcast. On this episode, Dr. David Kelly is joined by Aaron Mulvihill, the newest Global Market Strategist at J.P. Morgan Asset Management, who will be focusing specifically on alternative 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

The Show on KMOX
AI Traffic Cameras: Enforcement, Privacy, and Expansion Challenges

The Show on KMOX

Play Episode Listen Later Jan 7, 2025 16:00


Australia based tech company Acusensus is implementing AI-controlled traffic cameras to snap photos of people texting and driving. David Kelly, VP of Government Solutions, breaks down the technology to Chris and Amy. These cameras, primarily focused on commercial vehicles, provide real-time images to police officers for enforcement, with privacy safeguards ensuring non-violation images are deleted within minutes. He also discusses the system's success in reducing road fatalities.

The Show on KMOX
Hour 2 - AI Traffic Cameras, Winter Driving, and Sports Updates

The Show on KMOX

Play Episode Listen Later Jan 7, 2025 43:08


This episode covers a range of topics starting with AI-powered traffic cameras designed to detect distracted driving and seatbelt violations. David Kelly from Accuensus explains how the cameras function, how violations are processed and transmitted to law enforcement, and addresses privacy concerns. The team also discusses the camera positioning, effectiveness, and challenges of expanding the system in different regions. Practical winter driving tips are provided, followed by insights into MLB offseason moves, including Nolan Arenado's potential trade destinations and the NL Central outlook. The conversation then shifts to changes in the St. Louis Blues' TV broadcast schedule and the broader challenges of sports viewing across various platforms

The Show on KMOX
(Full Show) Forest Park Incident, AI Traffic Cameras, Retirement Regrets, and US Steel Merger

The Show on KMOX

Play Episode Listen Later Jan 7, 2025 127:02


Tragic incidents in Forest Park and a shocking snowstorm carjacking. Kerry Hannon, senior columnist for Yahoo Finance, discusses top retirement regrets and how to plan better. David Kelly, Vice President of Government Solutions at Acusensus, explains the rise of AI traffic cameras and their implications for drivers. Winter driving tips Bernie Miklasz, KMOX sports contributor, on Nolan Arenado's potential trade, Blues vs. Wild, and the Chiefs' playoff outlook. Connor Kerrigan, Director of Communications for Mayor Tishaura Jones, defends the mayor's travel schedule and highlights how it has brought millions in federal funding to St. Louis, including projects like Metrolink and violence prevention efforts. Scott Lincicome, Vice President of General Economics at the Cato Institute, analyzes the blocked US Steel and Nippon Steel merger and its economic and national security implications.

J.P. Morgan Insights (video)
Insights Now 2024 wrapped

J.P. Morgan Insights (video)

Play Episode Listen Later Dec 30, 2024 16:45


Watch the video version on YouTube.  The end of the year is near, and that means everyone is comparing their Spotify Wrapped and Apple Music Replays, making the case for why their most-listened-to song is the best. We wanted to do something similar for Insights Now. That is why, for our final episode of season 12, we will reflect on some of the most important takeaways from the 23 episodes we recorded this year. From exploring the fastest-growing themes in alternatives to navigating the complexities of the U.S. election, we've covered a lot of ground, so stay tuned as we recap our “greatest hits” of 2024. This episode explores the main themes and insights from the past year. Dr. David Kelly is joined by Gabriela Santos, the Chief Strategist for the Americas at J.P. Morgan Asset Management, and new co-host for the Insights Now podcast. Resources: Explore the full Investment Outlook here.  Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

J.P. Morgan Insights (video)
Alternative Realities: Unlocking the potential of transport assets in modern portfolios

J.P. Morgan Insights (video)

Play Episode Listen Later Dec 27, 2024 20:54


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

Heads Up
Ep 12. Migraine and the role of pharmacists

Heads Up

Play Episode Listen Later Dec 20, 2024 91:03


Heads Up – Series 5 Finale Episode In this extended and festive final episode, Dr Katy Munro, GP and Headache Specialist, explores the crucial role pharmacists play in the migraine and headache treatment journey.   First Half: Our host Dr Katy Munro is joined by experienced prescribing pharmacists David Kelly and Nadeem Shah from North England. They share their insights into supporting people with migraine and headaches, what patients need to know before approaching a pharmacist, and how pharmacists can be a vital first point of contact.   Second half: Dr David Watson, GP Headache Specialist in Aberdeen, and pharmacist Abigail Duthie lead a pharmacy project in Scotland. It highlights the public education campaign. This project was in collaboration with the Migraine Trust & the NHS Grampian.This discussion is tailored to pharmacists, highlighting their essential role in diagnosis and treatment cycles for migraine and headache care.   As we wrap up Series 5, we wish you a wonderful festive season and look forward to returning with Series 6 in the new year. If you'd like to support the podcast, please consider making a small donation https://www.justgiving.com/campaign/headsup and leaving a review on your favourite podcast platform.   Thank you for listening and supporting Heads Up!

J.P. Morgan Insights (video)
The “new 60/40” portfolio

J.P. Morgan Insights (video)

Play Episode Listen Later Dec 19, 2024 18:51


Watch the video version on YouTube.  In recent years, the notion of “correct” portfolio construction has been challenged and diversification has become unpopular. Stocks and bonds have shown an increased propensity to move together, calling into question the efficacy of the classic “60/40” portfolio. Moreover, sustained outperformance in select segments of global financial markets has caused portfolios to drift away from target allocations and left many investors with little motivation to allocate elsewhere. However, with a new year comes new forces driving markets, and the winners of the past may not be the winners of the future. To prepare portfolios for any unforeseen risks that may arise in 2025, diversification remains the best option, although the ways in which investors can diversify may look different than before. To share his thoughts on diversification in the year ahead, Dr. David Kelly is joined by Jack Manley, Global Market Strategist here at J.P. Morgan Asset Management. Resources: Explore the full Investment Outlook here.  Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

RTÉ - Morning Ireland
Men killed during Tidey search to be honoured in Leitrim

RTÉ - Morning Ireland

Play Episode Listen Later Dec 16, 2024 4:15


David Kelly, son of army Private Patrick Kelly who was killed by IRA kidnappers 41 years ago today, discusses the unveiling of a memorial monument in Ballinamore, County Leitrim.

J.P. Morgan Insights (video)
Alternative Realities: Navigating the future of infrastructure

J.P. Morgan Insights (video)

Play Episode Listen Later Dec 12, 2024 14:42


Watch the video version on YouTube.  The pandemic, geopolitical tension and climate change have revived industrial policy around the globe. In the U.S., the IIJA, IRA, and CHIPs act collectively represent the largest investment in infrastructure since the Cold War. In particular, there are significant opportunities in modernizing and expanding the electrical grid as decarbonization and data centers drive up demand. In addition to these secular tailwinds, core infrastructure's steady, uncorrelated cash flows make it a valuable portfolio diversifier. Today, Dr. David Kelly is joined by Chris Simard, an Investment Specialist in the J.P. Morgan Infrastructure and Investment Group, to parse through all of this and more. 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

J.P. Morgan Insights (video)
2025: Out of the cyclical storm and into the policy fog

J.P. Morgan Insights (video)

Play Episode Listen Later Dec 5, 2024 20:04


Watch the video version on YouTube. Despite uncertainty at the onset, 2024 is shaping up to be yet another impressive year for the economy and markets. A resilient consumer has put the U.S. on pace for another year of above-trend growth, and the S&P 500 has rallied over 25% so far, breaching $6,000 for the first time in history. That said, with a new year comes new opportunities as well as challenges. As the cyclical imbalances exacerbated by the pandemic and tight monetary policy continue to improve, economic conditions should normalize further in 2025, although a new element of policy uncertainty introduced by the incoming Trump administration and Republican-controlled Congress threaten to cloud the outlook. While new policies might hurt prospects in some asset classes, they should benefit others, and investors have plenty to be excited about heading into the new year. To dive deeper into our 2025 outlook, Dr. David Kelly is joined by Gabriela Santos, Chief Strategist for the Americas here at J.P. Morgan Asset Management. Resources: Explore the full Investment Outlook here.  Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

J.P. Morgan Insights (video)
Alternative Realities: Challenges to triumphs in real estate

J.P. Morgan Insights (video)

Play Episode Listen Later Nov 27, 2024 12:24


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

J.P. Morgan Insights (video)
Asset allocation in the year ahead

J.P. Morgan Insights (video)

Play Episode Listen Later Nov 21, 2024 16:38


Watch the video version on YouTube. As we usher in a new year, the investment landscape is almost certainly set to change. That's why in our twelfth season of Insights Now titled, “Preparing for the path forward,” Dr. David Kelly will sit down with portfolio managers and strategists from across J.P. Morgan to discuss their key takeaways from 2024, and what they expect from the economy and markets in 2025. With the new year just around the corner, tune in to hear what opportunities we are most excited about, and what risks we are most mindful of, heading into the new year. With the U.S. election in the rear-view mirror and the Federal Reserve finally easing policy, the forces driving financial markets in 2025 could differ greatly from 2024. Policy uncertainty should step in for election uncertainty, and the monetary policy debate will center around how quickly the Fed will cut, not when it will begin cutting. Still, with the U.S. economy displaying impressive resilience and structural tailwinds supporting prospects abroad, there remains a wide menu of attractive opportunities for investors to consider across global stocks and bonds, and plenty of ways to diversify. That said, markets can move quickly. Investors striving for alpha should be active in portfolios and allocate to their highest conviction ideas instead of sitting passively on the sidelines. To share some of his highest conviction ideas for the year ahead, Dr. David Kelly is joined by Phil Camporeale, Portfolio Manager in our Multi Asset Solutions group here at J.P. Morgan Asset Management. Resources: For more resources visit our website.  Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

J.P. Morgan Insights (video)
Alternative Realities: Powering portfolios with alternatives

J.P. Morgan Insights (video)

Play Episode Listen Later Nov 14, 2024 20:12


Watch the video version on YouTube. In this episode, Dr. David Kelly is joined by Ash Williams, Vice Chair of J.P. Morgan Asset Management. Ash served as Chief Investment Officer and Executive Director of the Florida State Board of Administration, where he oversaw $250 billion in assets. He has extensive experience as an institutional investor in both public and private markets. Throughout their conversation, they cover a range of topics surrounding the importance of alternatives in a portfolio and the best approach to constructing a portfolio with alternatives. Timestamps: Introduction (00:00:00) Risk and return within alternatives (01:27) Allocating capital toward alternatives (04:37) Process of picking specific alternatives (06:30) Institutional vs. individual portfolio allocations to alternatives (13:01) Importance of manager selection (15:40) Opportunities in alternatives today (17:06) 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

Decoding The Unknown
Did the British Government Really Murder a Whistleblower?

Decoding The Unknown

Play Episode Listen Later Nov 13, 2024 120:50


Uncover the shocking story behind the Iraq War protests, Dr. David Kelly's mysterious death, and the UK's push for war. Was it assassination or something deeper? Dive into the untold truth! Learn more about your ad choices. Visit megaphone.fm/adchoices

The Meb Faber Show
JP Morgan's David Kelly - Spread Out or Miss Out: The Urgent Case for Diversification | #557

The Meb Faber Show

Play Episode Listen Later Nov 8, 2024 47:28


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

J.P. Morgan Insights (video)
Alternative Realities: Investing in the future of healthcare

J.P. Morgan Insights (video)

Play Episode Listen Later Oct 31, 2024 25:23


Watch the video version on YouTube. On previous episodes, we've discussed the muted return outlook for a traditional 60/40 portfolio, and the return enhancing potential of Private Equity and Venture Capital. As companies wait longer to IPO, investors are turning to private markets for access to the fastest growing part of a business's lifecycle. In this episode, we're going to explore the opportunities in private healthcare and biotechnology. Dr. David Kelly is joined by Gaurav Gupta, Managing Partner of Life Science Private Capital within J.P. Morgan Private Capital. He is a neurosurgeon turned investor, and we're so excited to have him here to discuss the trends he's seeing in the market. Timestamps: Typical healthcare investments (1:01) Investing in private healthcare vs. public healthcare (5:42) Private equity exits and valuations in healthcare (9:13) AI and drug development in healthcare (10:56) Regulatory changes within healthcare investment (16:06) Best opportunities in healthcare investment (18:33) 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

The Learning & Development Podcast
L&D and Leadership Trends with David Kelly

The Learning & Development Podcast

Play Episode Listen Later Oct 29, 2024 42:47


When we have an opportunity to understand L&D and Leadership trends from global L&D experts we should take them, right? On the eve of DevLearn, David Kelly (Chairman of the Learning Guild) gives us his perspective on the things we should be paying attention to as well as the areas we should be focusing our development on. KEY TAKEAWAYS Technology is changing the L&D landscape and we need to evolve with it, but this is something L&D has always done, the same conversations are happening the circumstances are just slightly different. L&D can sometimes be one of the first departments to be downsized if a company just looks at them as a cost centre, rather than how they should be looking at them, as a performance partner that is connected to driving the organisation forward. Mixed reality is very powerful, AR and VR can be good solutions to specific problems but their advantages and speed have slowed down, with AI taking a lot of attention away from development.  Whilst AI is impacting many areas of almost all organisations, it's important to understand where your organisation sits on takeup and where you can fit into that and act accordingly. L&D can appear to be susceptible to 'trends' but this isn't negative. Those who work in L&D are naturally curious and are looking for ways to help and support people's growth which naturally lends itself to new ideas and tools.  As the world develops and changes around us, so does how we learn, are our education and learning models keeping up pace? Leadership is something that is given by others and it isn't a set of traits but skills that can be learnt. Leadership is about what we do, rather than who we are. You can be an effective leader at any level of an organisation; it's about how you approach the job you are assigned.  A modern L&D organisation always needs to be looking to what's next, what does the L&D need to look like to support the organisation in the future.  BEST MOMENTS 'I was always very involved in my career at giving back to the industry' ‘The industry is in the exact same space it's been for 20 years' ‘I can tell you that the industry is growing rapidly…doesn't make a difference where I am working for an organisation where I am seen as a cost that needs to be mitigated' 'AI is sucking all the energy out of the room' 'Hype is nothing more than shared energy, but what is driving that energy' 'We don't want to do something because it's cool but because it can make a difference' 'My focus in leadership in the L&D space is removing the role from the equation and focusing more on the environment that learning exists' David Kelly Bio As Chairman of the Learning Guild, David Kelly constantly explores the convergence of learning and technology, demonstrating a profound commitment to transforming workplaces and enriching lives through innovative learning strategies. With over two decades of experience in learning and performance leadership and consulting, he brings his passion to life in his daily work building events and resources with the Guild and as a dynamic speaker and writer, inspiring others to view their work through a fresh, technology-enhanced lens. You can follow and connect with David via: LinkedIn: https://www.linkedin.com/in/lnddave/ Learning Guild Website: https://www.learningguild.com/ DevLearn: https://devlearn.com/ VALUABLE RESOURCES The Learning And Development Podcast - https://podcasts.apple.com/gb/podcast/the-learning-development-podcast/id1466927523 L&D Master Class Series: https://360learning.com/blog/l-and-d-masterclass-home/ ABOUT THE HOST David James  David has been a People Development professional for more than 20 years, most notably as Director of Talent, Learning & OD for The Walt Disney Company across Europe, the Middle East & Africa.  As well as being the Chief Learning Officer at 360Learning, David is a prominent writer and speaker on topics around modern and digital L&D.  CONTACT METHOD  Twitter:  https://twitter.com/davidinlearning/ LinkedIn: https://www.linkedin.com/in/davidjameslinkedin/ L&D Collective: https://360learning.com/the-l-and-d-collective/ Blog: https://360learning.com/blog/ L&D Master Class Series: https://360learning.com/blog/l-and-d-masterclass-home/

J.P. Morgan Insights (video)
Taxes, deficits and federal debt, “Oh my!”

J.P. Morgan Insights (video)

Play Episode Listen Later Oct 24, 2024 19:21


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  

The Compound Show with Downtown Josh Brown
Living in a Post Cycle World

The Compound Show with Downtown Josh Brown

Play Episode Listen Later Oct 11, 2024 69:02


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

Marketplace All-in-One
It’s a tough environment for home-buying, even after a rate cut

Marketplace All-in-One

Play Episode Listen Later Sep 24, 2024 10:29


Those who have been waiting patiently for the housing market to cool down may have to wait even longer for lower prices. Data released today indicates that there’s been no reprieve for prospective homebuyers, as prices have stayed stubbornly high despite a recent rate cut by the Fed. Dr. David Kelly of JPMorgan Global Funds walks us through the report. China’s economy is looking to receive a boost after policymakers passed the largest economic stimulus package since the pandemic to buoy stagnating growth. Retailers are preparing for the holiday season by beginning to hire thousands of seasonal workers. And, why some parents are turning to a Barbie-theme “dumb” phone as a potential first device for their kids.

Marketplace Morning Report
It’s a tough environment for home-buying, even after a rate cut

Marketplace Morning Report

Play Episode Listen Later Sep 24, 2024 10:29


Those who have been waiting patiently for the housing market to cool down may have to wait even longer for lower prices. Data released today indicates that there’s been no reprieve for prospective homebuyers, as prices have stayed stubbornly high despite a recent rate cut by the Fed. Dr. David Kelly of JPMorgan Global Funds walks us through the report. China’s economy is looking to receive a boost after policymakers passed the largest economic stimulus package since the pandemic to buoy stagnating growth. Retailers are preparing for the holiday season by beginning to hire thousands of seasonal workers. And, why some parents are turning to a Barbie-theme “dumb” phone as a potential first device for their kids.

The Investopedia Express with Caleb Silver
The Fed's Big Recalibration, and the Most Important Macro Trends in the Economy Today

The Investopedia Express with Caleb Silver

Play Episode Listen Later Sep 23, 2024 28:32


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

Weird Darkness: Stories of the Paranormal, Supernatural, Legends, Lore, Mysterious, Macabre, Unsolved
“DELPHINE LaLAURIE: MONSTER of ROYAL STREET” and More True Terrible Tales! #WeirdDarkness

Weird Darkness: Stories of the Paranormal, Supernatural, Legends, Lore, Mysterious, Macabre, Unsolved

Play Episode Listen Later Sep 22, 2024 46:39


Darkness Syndicate members get the ad-free version: https://weirddarkness.tiny.us/2p98h6j2IN THIS EPISODE: Winnie had two trunks when she arrived at the train station – trunks that contained the severed body parts of her two best friends. She had murdered them, it seems, all in the name of love. (Winnie Ruth Judd: Trunk Murderess) *** Was British government weapons inspector Dr David Kelly murdered? (Many Dark Actors: Dr. David Kelly) *** Madame Delphine LaLaurie, made popular by Kathy Bates in American Horror Story: Coven, was a first class monster. A figure of high society, she was well known for her mistreatment of slaves. But no one knew just how sick she truly was. (The Monster of Royal Street)CHAPTERS & TIME STAMPS (All Times Approximate)…00:00:00.000 = Title Story Preview and Show Open00:03:06.268 = The Monster of Royal Street: Delphine LaLaurie00:15:56.571 = Winnie Ruth Judd: Trunk Murderess00:27:05.158 = Many Dark Actors: Dr. David Kelly00:44:54.850 = Show CloseSOURCES AND REFERENCES FROM THE EPISODE…“The Monster of Royal Street: Delphine LaLaurie”: https://tinyurl.com/ssf9lm3“Many Dark Actors: Dr. David Kelly”: https://tinyurl.com/uf4jv5m“Winnie Ruth Judd: Trunk Murderess” by Troy Taylor: http://ow.ly/kpFb30nhABSWeird Darkness theme by Alibi Music Library.= = = = =(Over time links seen above may become invalid, disappear, or have different content. I always make sure to give authors credit for the material I use whenever possible. If I somehow overlooked doing so for a story, or if a credit is incorrect, please let me know and I will rectify it in these show notes immediately. Some links included above may benefit me financially through qualifying purchases.)= = = = ="I have come into the world as a light, so that no one who believes in me should stay in darkness." — John 12:46= = = = =WeirdDarkness® is a registered trademark. Copyright ©2024, Weird Darkness.= = = = =Originally aired: May 31, 2023CUSTOM LANDING PAGE: https://weirddarkness.com/MonsterOfRoyalStreet

The Modern Mann
When People Disappear

The Modern Mann

Play Episode Listen Later Sep 10, 2024 90:42


In a missing persons investigation, the initial hours and days are crucial.  Establishing a relationship with the missing person's family, absorbing their behavioural characteristics, and managing media interest in the story are all essential parts of the toolkit for officers charged with finding them alive. But, 27 years ago, when Charlie Hedges MBE was assigned his first missing persons case, such protocols did not exist. He found institutional inertia and complacency where there should have been dedication and service - and set out to right that wrong. In this compelling conversation with Olly, Charlie looks back over his career finding missing people - including Dr David Kelly, April Jones and Ashya King - and reveals the techniques and temperament necessary for the job, especially in these days of internet sleuths and social media speculation.  Charlie's book, Missing, is out now, published by Hachette. _______ Meanwhile, in The Zeitgeist, Ollie Peart channels his inner James Martin to kick up a storm in Olly's kitchen: specifically, a five-course meal made entirely using air fryers. With the help of AirFryerGirl and ProCook, Ollie impresses with a delicious molten Camembert and honey-mustard pork - but is frankly rather let down by his raw carrot crisps. Along the way, the boys consider whether the popularity of air fryers will last beyond the cost of living crisis, uncover which tabletop gadgets will become the next kitchen must-haves, and ask why Tiktokers don't provide recipe PDFs… _______ Elsewhere, down the Foxhole, Alix Fox uncovers the trend for ‘CEI' humiliation videos, and assists a Mann-fan whose daughter wants to reject the HPV vaccine - because she's a lesbian. In collaboration with gynaecological cancer charity The Eve Appeal, Alix discovers why the HPV vaccine is important for all young people, regardless of orientation; explains how the virus can be transmitted; and reveals the efficacy of the vaccine and the common myths surrounding it. _______ Finally, we're going hip-hop for our Record of the Month, ‘Passion', from LL COOL J's first album in 11 years, THE FORCE

Better Call Daddy
390. Running with Grace: Lori Van Dusen: Wallstreet, Motherhood, and Loss

Better Call Daddy

Play Episode Listen Later Sep 9, 2024 71:46


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

Weird Darkness: Stories of the Paranormal, Supernatural, Legends, Lore, Mysterious, Macabre, Unsolved

HOUR ONE: Reddit users share some of the strangest, creepiest, most terrifying phone calls they've ever received – many that left the recipient with no explanation as to what just happened. (Creepy Phone Calls) *** Elizabeth Bathory was beautiful – and wanted to stay that way. So determined was her desire for a youthful appearance that she would bathe in the blood of young girls, thinking of it as a macabre fountain of youth. But how much truth is there to this story? And are there ghosts today, haunting their residences thanks to the Blood Countess? 
(Ghosts of the Blood Countess)==========HOUR TWO: 
Winnie had two trunks when she arrived at the train station – trunks that contained the severed body parts of her two best friends. She had murdered them, it seems, all in the name of love. (Winnie Ruth Judd: Trunk Murderess) *** Was British government weapons inspector Dr David Kelly murdered? (Many Dark Actors: Dr. David Kelly) *** Madame Delphine LaLaurie, made popular by Kathy Bates in American Horror Story: Coven, was a first class monster. A figure of high society, she was well known for her mistreatment of slaves. But no one knew just how sick she truly was. (The Monster of Royal Street)==========SUDDEN DEATH OVERTIME: A former schoolhouse has accrued a sinister reputation as one of the most haunted, weirdest places in Japan. (Haunted Schoolhouse In Japan) *** The gold rush brought many to North Carolina – men looking to get rich, and rich men looking to get richer. But the greed also brought cruelty to some mine owners… and that cruelty sometimes brought death… and hauntings. (The Skinflint Mine Entity) *** Was a certain female reporter murdered because she knew too much about the death of John F. Kennedy? (The Dorothy Killgallen Murder) *** Something bizarre and terrifying is living below the streets of London – and there are many theories as to what it might be. (Strange Things Below London)==========SOURCES AND REFERENCES FROM TONIGHT'S SHOW:“The Monster of Royal Street: Delphine LaLaurie”: https://tinyurl.com/ssf9lm3“Many Dark Actors: Dr. David Kelly”: https://tinyurl.com/uf4jv5m“Winnie Ruth Judd: Trunk Murderess” by Troy Taylor: http://ow.ly/kpFb30nhABS“Creepy Phone Calls” by Aaron Edwards for Graveyard Shift: https://tinyurl.com/spnqq2s“Ghosts of the Blood Countess” by Amy's Crypt for Paranormal Scholar: https://tinyurl.com/r4lh7rn“Strange Things Below London” by Nick Redfern for Mysterious Universe: https://tinyurl.com/ulutgp7“The Murder of Dorothy Kilgallen” by Jessika M. Thomas for Ranker: https://tinyurl.com/tjzpaz7“The Skinflint Mine Entity” from North Carolina Ghosts: https://tinyurl.com/w6ofq7g“Haunted Schoolhouse In Japan” by Brent Swancer for Mysterious Universe: https://tinyurl.com/w4n98c6==========(Over time links seen above may become invalid, disappear, or have different content. I always make sure to give authors credit for material I use whenever possible. If I have overlooked doing so for a story, or if a credit is incorrect, please let me know and I will rectify it immediately. Some links may benefit me financially through qualifying purchases.)=========="I have come into the world as a light, so that no one who believes in me should stay in darkness." — John 12:46==========WeirdDarkness®, WeirdDarkness© 2024==========To become a Weird Darkness Radio Show affiliate, contact Radio America at affiliates@radioamerica.com, or call 800-807-4703 (press 2 or dial ext 250).