The Long Term Investor 2025 Market Forecasts, Interest Rates, and Economic Risks With Dr. David Kelly (EP.192)
Feb 19, 2025
Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, shares his expert insights on the economic landscape for 2025. He discusses how economic forecasts are formulated and their significance for investors. Kelly examines the projected GDP growth, inflation, and interest rates, alongside the potential impacts of tax changes and tariffs. He highlights the importance of global diversification and evaluates the speculative nature of the 'Magnificent Seven' stocks. Lastly, he delves into the dual impacts of AI on jobs and investment strategies.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Economic Forecasting Methodologies
02:17 • 7min
Understanding Tariffs and Their Economic Impacts
09:40 • 7min
Understanding U.S. National Debt
16:42 • 6min
Reassessing the Magnificent Seven
22:37 • 8min
The Economic Impacts and Investment Strategies of AI Technology
30:15 • 6min