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Each episode offers employers candid, in-depth interviews with industry experts, new best practices and valuable perspectives on current events.  

Episode Guest:

Dr. David Kelly

Chief Global Strategist

JP Morgan Asset Management

Making Sense of the Economy, Market & Your 401(k) Plan

Guest: Dr. David Kelly, CFA

We have been getting a lot of questions about what the future holds for the global economy and financial markets in the wake of the US elections.  So, I was excited to have Dr. David Kelly, a CFA charterholder and the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management join me on the podcast.  I have always appreciated Dr. Kelly’s ability to take complex and confusing economic and market concepts and relay them in a way that is easy to follow and understand, even for those of us who don’t have a finance or economics degree!  Don’t miss his thoughts on the go forward prospects for inflation and interest rates, the impact of the US election and Brexit, the real state of unemployment and probably most important how all of this relates to your retirement plan and investment menu.  He also has some pretty memorable quotes that are still rattling around in my head, be sure to share with us which ones were your favorites! 


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Guest Bio

Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. With over 20 years of experience, David provides valuable insight and perspective on the economy and markets to thousands of financial advisors and their clients.

Throughout his career, David has developed a unique ability to explain complex economic and market issues in a language that financial advisors can use to communicate to their clients. He is a keynote speaker at many national investment conferences. David is also a frequent guest on CNBC, and other financial news outlets and is widely quoted in the financial press.

Prior to joining J.P. Morgan Asset Management, David served as Economic Advisor to Putnam Investments. He has also served as a senior strategist/economist at SPP Investment Management, Primark Decision Economics, Lehman Brothers and DRI/McGraw-Hill.

David is a CFA® charterholder. He also has an Ph.D and M.A. in Economics from Michigan State University and a B.A. in Economics from University College Dublin in the Republic of Ireland.

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