The Meb Faber Show - Better Investing
JP Morgan's David Kelly - Spread Out or Miss Out: The Urgent Case for Diversification | #557
My guest today is Dr. David Kelly, Chief Global Stra...
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Nov 8 2024 47m
Chapter 1 2 mins
Economic outlookChapter 2 4 mins
Consumer behaviorChapter 3 5 mins
Stocks and gold 2024 performanceChapter 4 7 mins
US dollar and deficit concernsChapter 5 6 mins
Long-term capital market assumptionsChapter 6 6 mins
Regional opportunitiesChapter 7 3 mins
David's favorite chartsChapter 8 2 mins
Thoughts on immigrationChapter 9 7 mins
Nonconsensus views on the federal deficit