The Meb Faber Show - Better Investing J.P. Morgan's Dr. David Kelly on Why He Believes Foreign Stocks Are Attractive, Inflation Will Subside, & The Debt Ceiling is a "Doomsday Machine" | #463
Jan 25, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 2min
Do You Have Any Resolutions?
02:04 • 2min
Inflation
04:31 • 2min
Bond Yields - Is That a Playbook?
06:57 • 5min
Investing in Foreign Stocks
12:14 • 2min
What Are the Trends of the Global Markets?
14:01 • 4min
Is China Going to Have a Collective Government or an Authoritarian Government?
18:02 • 2min
Is the Consumer Really a Problem?
20:29 • 4min
What's Going on in the World?
24:31 • 3min
Is There a Recession?
27:46 • 4min
Immigration Reform
31:58 • 2min
We Need Better Education and Health Care in This Country
33:57 • 2min
Is There a Way to Teach Investing in Personal Finance?
35:45 • 4min
What's Your Favorite Indicator for When to Invest?
39:19 • 2min
Is There Anything Come Learned About Economics Investing?
41:13 • 2min
Investing in Irish Real Estate
43:25 • 2min
What Do You Believe That Others Don't?
44:56 • 2min
Cambria Tail Risk ETF Review
46:49 • 3min