Notes on the Week Ahead
Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management to help prepare you for the week ahead.
Latest Episode
A Baseline Forecast for 2026 (05.01.2026)
Previous Episodes
- Why Stocks are Outperforming the Economy
- Forecasting the Fed’s Forecasts
- The Outlook for Autos
- The Health of the Consumer
- Why a 1:13 expansion feels like a 1:20 recession
- The Importance of Navigation in the Dark
- Oil, Inflation and the Fed: The Slide and the Rollercoaster
- Going Broke Slowly: The Investment Implications of Still-Rising Federal Debt
- The Investment Implications of the Government Shutdown
- Checking the Foundations of a Roaring Bull Market
- Truth or Consequences: The Fed’s Next Move
- Rate Rescue Reality Check
- Back from the Beach: Reviewing the Investment Landscape
- The Investment Implications of the Refund Surge
- Why Money Doesn’t Talk Any More
- The Inflation Outlook
- The Investment Implications of Weaker Labor Supply
- The Fed Decisions
- Underreacting and then Overreacting to Policy Shocks
- The Investment Implications of a Falling Dollar
Other podcasts
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WeWow
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Foundation: The Official Podcast
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Odd Lots
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Birmingham Community Church
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Dare to Lead with Brené Brown
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The Ringer-Verse
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AI Agents Podcast
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Word In Your Ear
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Foundation and Podcast
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Strange Stories UK
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Nottingham Business School Business Leaders
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Behind the Money
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hanging out with audiophiles
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Little Stories for Tiny People: Anytime and bedtime stories for kids
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Capital Allocators – Inside the Institutional Investment Industry
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The Sunday Roast: Reheated with Pete Wicks and Olivia Attwood
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Inside Spurs
-
The News Agents
