In a recent episode of Money Life with Chuck Jaffe, Joe Kalish, Chief Macro Strategist at Ned Davis Research, shared his optimistic outlook on the markets. Titled “NDR's Kalish: Fading uncertainty gives the market impetus to keep rolling,” the episode highlights how diminishing concerns over tariffs, geopolitics, and inflation have helped markets regain strength and flirt with record highs.
Kalish emphasized the importance of a globally balanced investment approach, pointing to opportunities in Europe, Japan, and other international markets. Still, he remains bullish on U.S. equities, citing the domestic surge in artificial intelligence as a key driver of American market performance. For clips featuring Joe Kalish (23.05-40:56) click here.