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  • Ep1 - Asset Bubbles, Inequality & the Illusion of Central Bank Power | Dr. David Kelly CFA

    Ep1 - Asset Bubbles, Inequality & the Illusion of Central Bank Power | Dr. David Kelly CFA
    Feb 17 2026

    In the first episode of The MOST Important Thing, I sit down with Dr. David Kelly, Chief Global Strategist at J.P. Morgan, to tackle the force investors believe moves everything: central banks. Rate decisions, inflation targets, liquidity waves — when they speak, markets react.

    But here’s the twist: what if central banks aren’t nearly as powerful as we think? Dr. Kelly breaks down the real limits of monetary policy, the structural forces policymakers can’t control, and why markets may be giving them too much credit — and too much blame.

    If you want to understand what’s truly driving the global economy right now, this conversation reframes the narrative.
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    1 Std.
  • Introducing: The Most Important Thing

    Introducing: The Most Important Thing
    Feb 12 2026

    Ivan Yates and Dr Alan O'Sullivan talk about what's coming up in this unique podcast series.

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    2 Min.