
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.
Episodes

Thursday Dec 21, 2023
The last leg on the long road to normal
Thursday Dec 21, 2023
Thursday Dec 21, 2023
This year had no shortage of surprises for investors, from strong returns in stock markets to the impressive resilience of the U.S. economy. Along the way, we’ve confronted all sorts of shocks: a new war in the Middle East, Washington dysfunction, even higher interest rates while the labor market and consumer have seen continued strength. As we look to 2024, there is cause for both concern and optimism. A soft landing is still in view, but there’s a number of risks that could potentially divert us from that path. On this episode, Dr. David Kelly is interviewed by Stephanie Aliaga, Research Analyst, to discuss the economic outlook for 2024.
For more insights, read the full investment outlook here.