The Meb Faber Show: “J.P. Morgan’s Dr. David Kelly on Foreign Stocks, Inflation, & The Debt Ceiling”
J.P. Morgan’s Dr. David Kelly on Foreign Stocks, Inflation, & The Debt Ceiling
Today’s guest 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. Kelly shares his view of the investment world today. He shares why he expects inflation to subside this year, why he loves the set up for international stocks, and why he doesn’t expect much fiscal help in the next 2 years.
He also shares some changes he’d like to see to improve the US, like immigration and education reform, and why he thinks the debt bubble is a doomsday machine.
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20230126
