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Podcast: The Meb Faber Show - Better Investing
Episode: JP Morgan's David Kelly - Spread Out or Miss Out: The Urgent Case for Diversification | #557
Description: My guest today 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. David Kelly discusses various economic themes, including inflation, consumer sentiment, the value of the dollar, and the government deficit. He also covers the current state of global markets and urges listeners to reassess their risk exposure in light of recent wealth gains.(1:13) Economic outlook(4:12) Consumer behavior(8:24) Stocks and gold 2024 performance(13:27) US dollar and de...