

Expert: Kerry Craig - Winter is Coming | J.P. Morgan Asset Management
Oct 12, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 3min
The Energy Crisis, the European Recession and the US Federal Reserve
03:03 • 5min
Oil Price
07:35 • 4min
The Future of Coal
11:15 • 4min
Is the Energy Crisis the Only Thing Driving the Economy?
15:21 • 3min
What Do You Think About the Italian Debt Crisis?
18:08 • 5min
Is the US Dollar on an Absolute Tear in the Equity Market?
23:10 • 5min
What's the Fed's View on Inflation?
27:47 • 2min
Fed's Expectation Is That Inflation Is Coming Down
29:50 • 4min
The US Housing Market Is a Structural Impediment
33:49 • 3min
What's JP Morgan's View on the Housing Market?
36:31 • 2min
Investing in a Tough Environment
38:19 • 3min
Will the Australian Stock Market Be Higher in 20 Years Than It Is Today?
41:28 • 5min
Equity Meats Investing Podcasts
46:06 • 2min
Building a Core in Satellite ETFs
47:43 • 2min
Building a Core Portfolio, Ben?
50:03 • 5min