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Episode TimeStamps:
02:42 – Introduction to David Kelly
05:44 – What has become of the recession?
08:38 – Are we missing an accident?
11:09 – Why is the saving rate in the U.S. so low?
13:29 – Is this cycle unusual compared to the past?
14:52 – Are central bankers becoming arrogant?
17:15 – What happened to the bond market?
19:31 – High debt and high deficit – a new normal?
21:48 – Kelly's outlook for the next decade
23:42 – Inflation in the U.S.
27:29 – A new equilibrium
30:14 – Discussing inflation on a global scale
33:35 – The state of the asset allocation environment
35:37 – Should you look beyond the 60/40 portfolio?
39:04 – The magnificent seven
40:50 – A political mess
44:51 – How will Artificial Intelligence impact the economy?
47:55 – Managing the labour shortage
50:13 – An all-time high misery
51:36 – A discontent with the economy
53:50 – An outlook of the political landscape
56:14 – How does the shifting demographics impact the economy?
57:57 – Is an aging population disinflationary?
59:07 – Advice for investors
01:01:34 – Thanks for listening
