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    1. Insights Now

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    Insights Now

    This season, Dr. David Kelly hosts a diverse lineup of thought leaders to discuss what investors want to know as we transition to a post-pandemic world. Tune in to gain insights for investing in the NOW, along with key takeaways to help inform building stronger investment plans and portfolios for the long-term.

     

    Listen on Apple Podcasts|Listen on Spotify|Listen on Google Podcast

    Unpacking the Tumultuous Equity Market

    05/12/2022

    Tune in to hear Dr. David Kelly and Andrew Tyler, Head of U.S. Market Intelligence at J.P. Morgan's Investment Bank, unpack the drivers behind recent equity market volatility.

    Subscribe via Apple Podcasts

    Broaden the scope of high-quality value investing. Learn More >

     

    Notes on the Week Ahead
    Dr. David Kelly's weekly commentary on the markets and economy.

    Listen now 

    MORE RESOURCES

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    Explore Solutions

    Access timely insights to help navigate market volatility.

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    On the Minds of Investors

    See what your peers are asking and read answers from our team of Global Market Strategists.

    Read more

    More Episodes

    Unpacking the Tumultuous Equity Market

    Tune in to hear Dr. David Kelly and Andrew Tyler, Head of U.S. Market Intelligence at J.P. Morgan's Investment Bank, unpack the drivers behind recent equity market volatility.

    Listen now

    Real Estate Booms, Busts and Structural Change

    Tune in to hear Dr. David Kelly and Mike Kelly, Head of Real Estate Americas at J.P. Morgan Asset Management, discuss the current real estate market and the effects of the pandemic on the landscape for real estate sectors.

    Listen now

    Building Resilient Portfolios

    Tune in to hear Dr. David Kelly and Phil Camporeale, Portfolio Manager for Global Allocation, discuss asset allocation in an environment of uncertainty as the Fed embarks on a more aggressive tightening path.

    Listen now

    Implications of the Russian Invasion of Ukraine

    Tune in to hear Dr. David Kelly, David Maccarrone and General Mastin Robeson, discuss Russia's invasion of Ukraine and its implications for commodities, inflation and fiscal and monetary policy.

    Listen now

    Solving for Climate Change with ESG

    Tune in to hear Dr. David Kelly and Meera Pandit, Global Market Strategist, discuss the global efforts underway in the transition towards a more sustainable future and the investment opportunities they may create.

    Listen now

    Investing in China in the Year of the Tiger

    Tune in to hear Dr. David Kelly and Gabriela Santos, Global Market Strategist, revisit investing in China in the current economic and market landscape.

    Listen now

    Implications of the Russian Invasion of Ukraine

    Tune in to hear Dr. David Kelly, David Maccarrone and General Mastin Robeson, discuss Russia's invasion of Ukraine and its implications for commodities, inflation and fiscal and monetary policy.

    Listen now

    Investing Beyond the Pandemic

    Tune in to hear Dr. David Kelly and Jack Manley, Global Market Strategist, discuss the environment for investing in 2022.

    Listen now

    College Planning and 529s

    Tune in to hear Dr. David Kelly and Michael Conrath, Head of Education Savings at J.P. Morgan, discuss the importance of saving for college and how to accumulate these savings most efficiently.

    Listen now

    The Post-Pandemic Lens on Europe

    Tune in to hear Dr. David Kelly and Karen Ward, Chief Market Strategist for EMEA, discuss the outlook and investment opportunities in Europe following the pandemic, changes in political regimes and the growing valuation gap between U.S. and European stocks.

    Listen now

    Alternative Investments in a World of Higher Inflation

    Tune in to hear Dr. David Kelly and David Lebovitz, Global Market Strategist, discuss the important role of alternatives in positioning portfolios for an environment with sustainably higher inflation.

    Listen now

    Do cryptocurrencies have a place in portfolios?

    Tune in to hear Dr. David Kelly, interviewed by Stephanie Aliaga, discuss the advent of cryptocurrencies and whether this new asset class should have a place in portfolios.

    Listen now

    The Genomic Health Revolution

    Tune in to hear Dr. David Kelly and Nick Leventis, senior healthcare analyst for Innovators Strategy here at JPMorgan to talk about trends in the genomic healthcare revolution.

    Listen now

    Tech and Equity Investing

    Tune in to hear Dr. David Kelly and Manish Goyal, one of JPMorgan’s top portfolio managers in the digital evolution and innovation space, discuss the outlook for technological adoption and innovation.

    Listen now

    A Long-Term Look at China’s Growth

    Tune in to hear Dr. David Kelly and Gabriela Santos, Global Market Strategist, discuss the recent developments in China and how they fit into the context of China’s long term growth story.

    Listen now

    The Fiscal Outlook

    Tune in to hear Dr. David Kelly and Meera Pandit, Global Market Strategist, discuss the outlook for additional fiscal stimulus and the implications for economic growth and taxes.

    Listen now

    The Reality of Global Warming

    Tune in to hear Dr. David Kelly and Sarah Kapnick, J.P. Morgan’s Climate Scientist and Sustainability Strategist, discuss climate change and the opportunities for sustainable investing.

    Listen now

    The Fed’s Timetable

    Tune in to hear Dr. David Kelly and Jordan Jackson, from J.P. Morgan’s Market Insights team, discuss the Federal Reserve and the outlook for normalizing its crisis-era accommodation.

    Listen now

    Asset Class: Customized Investing with Model Portfolios

    Tune in to hear Dr. David Kelly and Ted Dimig, Head of Advisory and Core Beta Solutions, discuss model portfolios and how they can be used to benefit investors.

    Listen now

    Asset Class: Actively managing through uncertainty

    Tune in to hear Dr. David Kelly and Jeff Geller, who serves as a Chief Investment Officer of our Multi-Asset Solutions group, discuss portfolio allocation decisions across a global opportunity set.

    Listen now

    Asset Class: Reflation and fixed income investing

    Tune in to hear Dr. David Kelly and Andrew Norelli, who serves as a portfolio manager for several global fixed income strategies, consider the impact of a reflationary environment.

    Listen now

    Asset Class: Making the most of your cash

    Tune in to hear Dr. David Kelly and James McNerny, lead portfolio manager of the actively managed JPMorgan Ultra-Short Income ETF, discuss how to make the most of your cash in a world of low yields.

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    Asset Class: Finding income in a world of low yields

    Tune in to hear Dr. David Kelly and Michael Schoenhaut, lead portfolio manager of the JPMorgan Income Builder Fund discuss how to achieve income in today's low bond and dividend yields world.

    Listen now

    Asset Class: Growth Stocks for the Long Run

    Tune in to hear Dr. David Kelly and Giri Devulapally, lead portfolio manager for the Large Cap Growth strategy here at JPMorgan Asset Management discuss opportunities in technology trends over the long term.

    Listen now

    Asset Class: Understanding factor investing

    Tune in to hear Dr. David Kelly and Yazann Romahi, who manages a quantitative beta strategies team here at JP Morgan Asset Management discuss the increased interest in factor investing.

    Listen now

    Asset Class: ESG investing

    Tune in to hear Dr. David Kelly and Jennifer Wu, Global Head of Sustainable Investing here at J.P. Morgan Asset Management discuss the increased interest in ESG investing.

    Listen now

    Asset Class: Opportunities in municipal bonds

    Tune in to hear Dr. David Kelly and Richard Taormina, head of the Tax Aware Strategies team here at J.P. Morgan Asset Management discuss how to protect your portfolio in a rising rate environment.

    Listen now

    Asset Class: Using equity derivatives to cut risk and boost income

    Tune in to hear Dr. David Kelly and Hamilton Reiner, head of U.S. Equity Derivatives here at J.P. Morgan Asset Management discuss how investors can participate in the equity market.

    Listen now

    Asset Class: The opportunity in international stocks

    Tune in to hear Dr. David Kelly and Shane Duffy, lead portfolio manager of the International Equity Group here at J.P. Morgan Asset Management discuss if investors should increase exposure to international equities.

    Listen now

    Asset Class: Is it time for value?

    Tune in to hear Dr. David Kelly and Clare Hart, Lead Portfolio Manager of the Equity Income Fund here at JP Morgan Asset Management to discuss if investors should take a closer look at value in 2021.

    Listen now

    A land with zero rates

    Tune in to hear Dr. David Kelly and Jordan Jackson, Global Market Strategist, discuss how low interest rates have made the fixed income environment even more challenging for investors.

    Listen now

    Power for the people: The outlook for energy

    Tune in to hear David Kelly and David Lebovitz, Global Market Strategist, discuss how the energy industry is evolving over the long-term.

    Listen now

    The Fiscal Decade

    Tune in to hear David Kelly and John Bilton, Head of Global Multi-Asset Strategy, discuss the key themes and issues that are going to drive both economic growth, inflation, monetary and economic policy, and ultimately asset returns.

    Listen now

    Behavioral finance pitfalls and how to overcome them

    Tune in to hear David Kelly and Global Market Strategist, Samantha Azzarello discuss the key tenets of behavioral finance that every investor should be aware of. There's growth to be found when you know where to look.

    Listen now

    Demographic Potholes

    Many trends that persisted before 2020 have been accelerated by the COVID crisis, including dramatic shifts in demographics. Baby boomers, the largest generation ever, are aging and deaths are on the rise. Immigration has essentially halved compared to three years ago. And last year we saw the lowest birth rate ever.

    Listen now

    The 21st century economy

    Technological change is, of course, the most powerful force shaping the economy of the future. Tune in to hear David Kelly and Global Market Strategist, Jack Manley discuss how the impact of technological innovations is shaping the world and the investment environment both today and in the decades ahead.

    Listen now

    China: Too big to ignore

    For global markets, there is no long-term issue greater than the growth and evolution of China as an economic superpower. Tune in to hear David Kelly and Global Market Strategist, Gabriela Santos discuss the extraordinary progress in China’s economy.

    Listen now
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