Insights Now

82
Investing #199

Listen to the latest insights from Dr. David Kelly, Chief Global Strategist, and Gabriela Santos, Chief Strategist for the Americas at J.P. Morgan Asset Management, as they sit down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics, and their investment implications, helping to inform the building of stronger long-term investment plans.

Recent Episodes
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    Apr 17, 2025 – 20:40
  • Alternative Realities: Tech-driven alternative investment
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  • A healthier outlook for healthcare
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  • Alternative Realities: Opportunities in global forestry and timber
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  • Alternative Realities: Building an investment plan with alternatives
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  • Manufacturing a case for industrials
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  • Does it pay to invest in payments?
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  • Alternative Realities: Institutional strategies in alternative assets
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  • Beyond AI: Opportunities in semiconductors
    Jan 31, 2025 – 25:55
  • Alternative Realities: Strategic Investing Amid Uncertainty
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  • Alternative Realities: Exploring alternatives in 2025
    Jan 10, 2025 – 29:31
  • Insights Now 2024 wrapped
    Jan 1, 2025 – 16:45
  • Alternative Realities: Unlocking the potential of transport assets in modern portfolios
    Dec 27, 2024 – 20:54
  • The “new 60/40” portfolio
    Dec 19, 2024 – 18:51
  • Alternative Realities: Navigating the future of infrastructure
    Dec 12, 2024 – 14:42
  • 2025: Out of the cyclical storm and into the policy fog
    Dec 5, 2024 – 20:04
  • Alternative Realities: Challenges to triumphs in real estate
    Nov 27, 2024 – 12:24
  • Asset allocation in the year ahead
    Nov 21, 2024 – 16:38
  • Alternative Realities: Powering portfolios with alternatives
    Nov 14, 2024 – 20:12
  • Alternative Realities: Investing in the future of healthcare
    Oct 31, 2024 – 25:23
  • Alternative Realities: Democratizing access to alternatives
    Oct 24, 2024 – 23:04
  • Taxes, deficits and federal debt, “Oh my!”
    Oct 24, 2024 – 19:58
  • The past, present and future of Fed independence
    Oct 11, 2024 – 17:40
  • Alternative Realities: Navigating alternatives as an individual investor
    Oct 3, 2024 – 16:16
  • The ripple effects of regulation
    Sep 26, 2024 – 15:55
  • Alternative Realities: Unlocking value in private markets
    Sep 19, 2024 – 21:26
  • Navigating shifts in global trade
    Sep 12, 2024 – 17:30
  • Alternative Realities: Private equity challenges and opportunities
    Sep 5, 2024 – 15:36
  • The impacts of immigration
    Aug 29, 2024 – 20:42
  • Alternative Realities: The fundamentals of alternatives
    Aug 22, 2024 – 17:21
  • What might the November elections mean for investment strategy?
    Aug 15, 2024 – 18:06
  • How will rising federal debt impact the markets and the economy?
    Aug 8, 2024 – 14:57
  • Will inflation ever get back to 2%?
    Aug 2, 2024 – 17:54
  • How long before the next recession?
    Jul 25, 2024 – 13:33
  • When will the Federal Reserve begin cutting rates?
    Jul 18, 2024 – 09:33
  • How will AI reshape the U.S. economy and investment opportunities?
    Jul 11, 2024 – 19:15
  • How can you minimize taxes in your investment strategy?
    Jul 5, 2024 – 10:36
  • How do different generations invest – and how should they?
    Jun 28, 2024 – 11:42
  • Why add international stocks to a portfolio?
    Jun 20, 2024 – 11:09
  • How should I invest?
    Jun 13, 2024 – 12:00
  • The alternative advantage
    May 9, 2024 – 22:22
  • Real estate in the “new” old normal
    Apr 25, 2024 – 19:12
  • Finding income and fighting inflation with Infrastructure
    Apr 11, 2024 – 18:58
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    Mar 28, 2024 – 26:25
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    Mar 14, 2024 – 22:48
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    Dec 21, 2023 – 24:12
  • Building stronger portfolios
    Dec 7, 2023 – 18:58
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    Nov 27, 2023 – 18:33
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    Nov 9, 2023 – 20:27
Recent Reviews
  • Mrjoeshi
    Inconsistent volume
    One speaker is loud, another soft, music is loud, and suddenly the soft spoken voice goes up in volume
  • moving on-missu
    Not bad but
    Not bad, listening to evaluate but Meera Pandit, Was sadly unaware of the pandemic impacts and showed some strong political bias. The snp returns Obama and Trump? Biden market up? Meets, please check your facts minus the backgrounds of the housing crisis and pandemic- subtract those two events Obama real increases are small and trumps impressive. Also consider Biden returns if not off a difficult pandemic, his constraints on the energy suppyhave sparked a global change in energy prices. Freeze pipelines and drilling for 18 months and this is the result. In May, Biden was forced to unfreeze 860 thousand acres but changed the lease costs from 12% to 19% - that is sticking the energy market with a 7% increase for the length of those leases. Creating energy inflation for the length of those contracts. These are not minor political differences as Meera suggested but huge differences in the direction of us economy, world energy prices. This program asked good questions but of a guest who did not understand the importance of subtracting these shocks from her data. Very much a teenage view of data, would not suggest placing retirement funds in her hands and hope the podcast better screens its guests.
  • Chry5alid
    Really miss just David Kelly
    This series would be much better if the roles were reversed and the guest asked Dr Kelly to answer the questions. These speakers don’t compare to what we’ve come to expect from JPM and Dr Kelly’s lucid level of commentary.
  • MSavola
    Asset Class: ESG Investing
    Thank you to Dr. David Kelly and Jennifer Wu for continued coverage of ESG and Sustainable Investing disciplines, which are topics of growing attention in the U.S. and abroad as well.
  • John.Madden
    Leagues above their peers.
    Yep, lots of disclaimers at the end, but the Insights are worth it. I have found David Kelly and the JPM gang to consistently deliver the most insightful podcast and most helpful Guide to the Markets available. My clients have benefited dearly. JPM’s work is thorough yet delivered in a digestible and thus useful way.
  • 210east
    Sales and marketing
    Agree w previous comment, it's a sales and marketing pod. There's better ones out there
  • ecmars
    I loved the JP Morgan audio podcasts.
    I loved the JP Morgan audio podcasts. David Kelly is the voice of reason in an uncertain world. The only guy I could happily listen to for an hour talking about charts that I cant see. But despite the charts, I'd prefer an audio cast. I hope this video is not replacing it.
  • Bcc1469
    Awesome!
    This podcast is great! Pretty awesome that JP Morgan offers this. I have some BlackRock Funds and would live it of they did something similar! Oh well
  • Bad Dude1
    J p Morgan podcast
    Just a marketing app for JPM, waste of time
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