Feb 19 2025 36 mins 38
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What’s ahead for markets in 2025?
In this episode, I’m joined by Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, to break down key economic and market trends shaping the year ahead.
Listen now and learn:
► How economic forecasts are built—and how investors should use them
► The outlook for GDP growth, inflation, and interest rates in 2025
► The impact of policy changes, including tax cuts, tariffs, and fiscal stimulus
► Why global diversification matters more than ever
► The role of AI in the economy and what it means for investors
Dr. Kelly’s insights cut through the noise and focus on what really matters for long-term investors. Don’t miss this deep dive into the forces driving markets in 2025!
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
(02:15) How Economic Forecasts Are Built
(05:30) The U.S. Economic Outlook for 2025
(06:45) Policy Changes That Could Shape 2025
(12:30) Why Interest Rates Are Rising
(16:30) The National Debt: Should Investors Worry?
(23:15) Market Concentration and the “Magnificent Seven” Stocks
(26:00) Why U.S. Investors Should Diversify Globally
(31:00) The Potential and Risks of AI
(32:33) Final Thoughts and Where to Follow Dr. David Kelly
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
