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Policy and the Investment Landscape: An Update

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Manage episode 483725526 series 70567
Content provided by Dr. David Kelly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. David Kelly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This week, after a very busy few months, I am putting down my pen, picking up my metaphorical spade and bucket and taking some vacation time. 2025, so far, has been a challenging year for analysts and it is tempting, as I’m trying to clear my desk, to assert that not much has changed over the past few weeks and so I don’t need to update any analysis of federal government policy, the economy and markets. However, the reality is that events in Washington and on Wall Street over just the last two weeks do require a reassessment.

  continue reading

380 episodes

Artwork
iconShare
 
Manage episode 483725526 series 70567
Content provided by Dr. David Kelly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. David Kelly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This week, after a very busy few months, I am putting down my pen, picking up my metaphorical spade and bucket and taking some vacation time. 2025, so far, has been a challenging year for analysts and it is tempting, as I’m trying to clear my desk, to assert that not much has changed over the past few weeks and so I don’t need to update any analysis of federal government policy, the economy and markets. However, the reality is that events in Washington and on Wall Street over just the last two weeks do require a reassessment.

  continue reading

380 episodes

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