))
Episode 3: BONUS - Live with Dr. David Kelly - Chief Global Strategist of J P Morgan Asset Management - Looking to 2024, elections, economy and beyond
Manage episode 400068610 series 3005423
תוכן מסופק על ידי Aoifinn Devitt. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Aoifinn Devitt או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
The start to a new year is a perfect time to check in with one of our favorite strategists and thinkers, Dr. David Kelly, Chief Global Strategist of J P Morgan Asset Management. In this live discussion we cycle through a host of topics including:
- The 2024 inflation outlook
- Why the US consumer has proven so resilient, and why have bad vibes sometimes dominated despite this.
- The likely future direction of rates
- Do small cap stocks make sense any more? When will they look attractive again?
- Should we read anything into the rise of Bitcoin interest (again)?
- What do geo-political risks and looming elections mean for markets?
This is a fast-paced discussion delivered with David's inimitable wit and charm. Food for thought as we embark on a 2024 laden with promise and macro events.
301 פרקים
שתפו
