Free Daily Podcast Summary
Notes on the Week Ahead: Daily Summaries Delivered
by Dr. David Kelly
Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management to help prepare you for the week ahead.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 2 weeks ago13 min
Haunted Housing: The Outlook for Residential Real Estate
The housing market is haunted. It’s haunted by the legacy of too-easy monetary policy for well over a decade which allowed prices to vault higher in the post-pandemic boom. It’s haunted by tariffs and immigration policies that are simultaneously raising the cost of home-building and limiting population growth and, thus, the demand for new housing. And it’s being haunted by the Fed, whose attempts to manipulate the economy are shrugged off by almost all other sectors, leaving housing alone in its vulnerability to rate swings.
- Oct 12, 202614 min
A Season of Moderation in the Year of Boom and Doom
This has been a year of distinct seasons for financial markets. The first quarter was dominated by the joint U.S./Israeli attack on Iran and its aftermath. The second was about booming tech earnings. The third quarter saw a sharp rise in long-term interest rates due, in part, to new leadership at the Federal Reserve. In the fourth quarter, the focus will be on U.S. midterm elections and their implications for the economy and markets.
- Sep 21, 202612 min
The PCE-CPI Gap and the Outlook for Further Fed Tightening
On balance, I don’t believe that the Federal Reserve should have raised interest rates last week. However, I must confess that there was one reference in Chairman Warsh’s press conference that left me distinctly uneasy. He noted that year-over-year inflation rates, as measured by the core personal consumption expenditure (PCE) deflator and the core consumer price index (CPI) were running at about 3.2% and 2.4% respectively.
- Sep 14, 202610 min
The Fed Paints itself into a Rate-Hiking Corner
In the Broadway musical, Fiddler on the Roof, Tevye, the well-meaning patriarch of a poor family, has to make some tough choices in a complicated time. Tevye, (who always reminded me of my father-in-law, Bill), has trouble deciding and three times during the play the music comes to a halt as he wanders through a long soliloquy of “on the other hand’s”. The Federal Reserve also has a tough choice to make in a complicated time. We now believe that they will raise rates this week. However, it is important to understand the logical twists and turns needed to reach that conclusion in order to trace out a potential path forward for the economy, interest rates and asset class returns. To bring some structure to the argument, the issues can be divided into three sections: the economy, the FOMC itself and the importance of Fed credibility.
- Sep 8, 202612 min
The New, New Normal
The era of low growth, low inflation and super-low interest rates that followed the Great Financial Crisis was christened by Mohamed El-Erian as “The New Normal”. While this episode largely came to an end with the post-pandemic growth and inflation surge, real interest rates had generally remained below the levels that prevailed in the decades before the financial crisis until recently. However, a steady bond market selloff in 2026, which accelerated over the summer, has now pushed real long-term Treasury yields to their highest levels since 2010.
- Aug 31, 202610 min
Labor Market Mysteries
In a generally upbeat Jackson Hole speech on Friday, Fed Chairman Kevin Warsh asserted that “labor markets are consistent with full employment”. Given that the current unemployment rate, at 4.1%, is the lowest it’s been in 18 months and is also lower than it has been 88% of the time over the past 50 years, it is hard to argue with the Chairman’s assessment.
- Aug 25, 202614 min
The Road to $40 Trillion
Money was tight in our early married years. We bought a house we couldn’t afford, purchased a car we couldn’t afford and had all the expenses attendant on the raising of two young boys. However, as we wandered the local mall gazing at all the other things we couldn’t afford, we were always willing to stop into Godiva to get chocolate squares. Godiva was, of course, more expensive than Hershey bars. But no one was going to go broke buying chocolate squares – it just wasn’t a big enough item to feature in our budgetary woes.
- Aug 10, 202613 min
What Lies Beneath: An Updated Outlook on the Economy and Investing
The summer of 2026 has been dominated by the AI boom. Some fear that AI is advancing too quickly for thoughtful regulation. Others worry that end-user revenues will lag too far behind massive capital spending and fast-growing debt. From an economic perspective, AI is pure momentum, generating huge profit gains, adding to investment spending, boosting upper-income consumer spending via a wealth effect and coinciding with very solid gains in productivity.
Get Notes on the Week Ahead summaries in your inbox
Free AI-powered daily recaps. Key takeaways, quotes, and mentions — in a 5-minute read.
Get Free Summaries →Free forever for up to 3 podcasts. No credit card required.
You Might Also Like
Listeners also like.
Wall Street Week
Wall Street Week explores global capitalism stories, hosted by David Westin in New York.
Barron's Streetwise
A weekly look at high finance and Wall Street trends through interviews and analysis with Barron’s columnist Jack Hough.
Platypus Economics with Justin Wolfers
Economics applied to global events and daily life, explained clearly and engagingly.
HBR IdeaCast
Features leading thinkers in business and management discussing key ideas and trends.
The Powers That Be: Daily
Daily insights into power dynamics in American finance, politics, tech, and entertainment from journalists with insider perspectives.
Planet Money
Explains how economic forces influence everyday life and global events through storytelling and deep dives into surprising topics.
Charles Payne's Unstoppable Prosperity Podcast
A Wall Street expert shares decades of financial wisdom to help listeners start investing and build long-term prosperity.
Makes Sense - with Dr. JC Doornick
Explores everyday mysteries and thought-provoking questions about human behavior and reality.
Astrology of the Week Ahead with Chani Nicholas
A weekly breakdown of planetary movements and their influences, with guidance on how to navigate the astrology of the coming week.
Going Public With Ross Mandell
A Wall Street veteran teaches investors how to analyze stocks, understand market forces, and make informed financial decisions.
Fuller Expectations
Explores living with purpose, reinvention, and personal growth in midlife and beyond.
Freakonomics Radio
Stephen J. Dubner explores the hidden side of everyday phenomena, from human behavior to surprising economic forces.
Customized Recaps
AI-powered recaps with compact key takeaways, quotes, and insights.
Straight to Your Inbox
Get key takeaways from Notes on the Week Ahead in a 5-minute read.
Save Hours Every Week
Stay current on your favorite podcasts without falling behind.
Frequently Asked Questions
What is Podzilla's Notes on the Week Ahead daily summary?
It's a free AI-powered email that summarizes new episodes of Notes on the Week Ahead as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the Notes on the Week Ahead podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official Notes on the Week Ahead product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by Dr. David Kelly.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts, any in the catalog. Basic raises that to 15, Pro to 40 and Max to 100. Browse our full catalog at /podcasts.
How often does Notes on the Week Ahead release new episodes?
Notes on the Week Ahead publishes weekly. Our AI generates a summary within hours of each new episode.
What topics does Notes on the Week Ahead cover?
Notes on the Week Ahead covers topics including Business, Investing. Our AI identifies the specific themes in each episode and highlights what matters most to you.
Start getting Notes on the Week Ahead summaries tomorrow morning.
Free forever for up to 3 podcasts. No credit card required.
Free forever for up to 3 podcasts. No credit card required.