The start to a new year is a perfect time to check in with one of our favorite strategists and thinkers, Dr. David Kelly, Chief Global Strategist of J P Morgan Asset Management.  In this live discussion we cycle through a host of topics including:

• The 2024 inflation outlook
• Why the US consumer has proven so resilient, and why have bad vibes sometimes dominated despite this.
• The likely future direction of rates
• Do small cap stocks make sense any more? When will they look attractive again?
• Should we read anything into the rise of Bitcoin interest (again)?
• What do geo-political risks and looming elections mean for markets?

This is a fast-paced discussion delivered with David’s inimitable wit and charm. Food for thought as we embark on a 2024 laden with promise and macro events.