Talk Your Book: The Carrying Cost of Crazy

On today’s show, we spoke with Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management about the SVB drama and knock-on effects in the economy.

On today’s show, we discuss:

  • Silicon Valley Bank drama
  • Will the Fed break something else?
  • What does SVB mean for interest rate hikes?
  • A slowdown in the economy
  • Consumer spending going forward
  • Affects on portfolio allocation

Listen here:


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