WSJ's Take On the Week1 Jun 2025

JPMorgan's David Kelly on Why Investors Should Turn to Global Markets

On WSJ’s Take On the Week, co-hosts Telis Demos and Gunjan Banerji start the show by diving into the latest tariff updates. What does the ruling from the U.S. Court of International Trade mean for investors? Plus, the co-hosts look ahead to the upcoming jobs report for insight on economic uncertainties, including what indicators may point toward a recession.

Later on the show, David Kelly, J.P. Morgan Asset Management’s chief global strategist and head of the firm’s global market insights strategy team, explains why international markets are outperforming the U.S. and what the ongoing trade tensions mean for investors’ portfolios. He shares insights on the weakening U.S. dollar, the importance of global investment diversification, and which regions investors should keep in mind.

This is WSJ’s Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.

Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at takeontheweek@wsj.com.

To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com

Episoder(129)

How AI Spending Is Fueling the Economy Overall

In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos dig into the shifting sentiment away from AI stocks and the pivot into consumer sectors. Are we heading into...

9 Aug 35min

Why Oil Prices Could Hit a Breaking Point by Year End

In this episode of WSJ’s Take On the Week, co-host Telis Demos is joined by guest co-host and Wall Street Journal reporter David Uberti to break down the Federal Reserve’s latest moves, and what oil’s...

2 Aug 34min

The Buried $150B Bet Inside the Top 20 U.S. Stocks

In this week's episode of WSJ’s Take On the Week, host Telis Demos and guest host Spencer Jakab, the Wall Street Journal’s investing columnist and writer of the Markets A.M. newsletter, are joined by ...

26 Jul 32min

How This $150B+ Wall Street Strategy Could Lower Your Taxes

In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos are joined by Brent Sullivan, founder of Tax Alpha Insider, to dive into a hot, over $150 billion investing ...

19 Jul 34min

Are Corporate Earnings in a Bubble? This Quarter Is a Test

In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos preview earnings from Taiwan’s flagship chip maker, TSMC. They also break down why this coming week’s earnin...

12 Jul 37min

Can Hot Consumer Companies Like Oura and Whoop Make Good IPOs?

In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos dig into this past week’s tech selloff and how the market’s volatility reflected serious questions about spe...

28 Jun 39min

How Big Tech’s Financials Obscure the True Cost of the AI Buildout

In this week's episode of WSJ’s Take On the Week, host Telis Demos and Heard on the Street columnist Jonathan Weil sit down with Kevin Koharki, principal at CAE Consulting and professor at Purdue Univ...

21 Jun 28min

The Hidden Risks of Buying Into Mega-IPOs Like SpaceX

In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos break down the historic launch of SpaceX, the biggest initial public offering ever, which priced at $135 a s...

14 Jun 33min