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

<p>Today’s guest is <a href= "https://www.linkedin.com/in/drdavidkelly/">Dr. David Kelly</a>, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management.</p> <p>In today’s episode, Dr. Kelly shares his view of the investment world today. He shares why he expects inflation to subside this year, why he loves the set up for international stocks, and why he doesn’t expect much fiscal help in the next 2 years. He also shares some changes he’d like to see to improve the US, like immigration and education reform, and why he thinks the debt bubble is a doomsday machine.</p> <p>-----</p> <p>Follow Meb on <a href= "https://twitter.com/MebFaber"><strong>Twitter</strong></a><strong>, <a href="https://www.linkedin.com/in/mebanefaber/" target="_blank" rel="noopener">LinkedIn</a></strong> and <a href= "https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w?sub_confirmation=1"> <strong>YouTube</strong></a></p> <p>For detailed show notes, click <a href= "https://mebfaber.com/2023/01/25/david-kelly/"><strong>here</strong></a></p> <p>To learn more about our funds and follow us, subscribe to our <strong><a href= "https://theideafarm.us1.list-manage.com/subscribe/post?u=6750faf5c6091bc898da154ff&id=7249739cdb" target="_blank" rel="noopener">mailing list</a> </strong>or visit us at <a href= "http://www.cambriainvestments.com/"><strong>cambriainvestments.com</strong></a></p> <p>-----</p> <p>Today’s episode is sponsored by <a href= "https://theideafarm.com/"><strong>The Idea Farm</strong></a>. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free <a href="http://eepurl.com/XkyPv"><strong>here</strong></a>.</p> <p>-----</p> <p>Interested in <strong>sponsoring</strong> the show? Email us at <a href= "mailto:Feedback@TheMebFaberShow.com">Feedback@TheMebFaberShow.com</a></p> <p>-----</p> <p>Past guests include <a href= "https://mebfaber.com/2017/02/08/10017/