Notes on the Week Ahead cover image

Going Broke Slowly: The Investment Implications of Still-Rising Federal Debt

Notes on the Week Ahead

00:00

Valuation Extremes and Focus on Return Drivers

David Kelly warns about high U.S. large-cap valuations and urges focusing on trends that determine long-term returns.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app