Amplified Wealth
Amplified Wealth is your monthly dose of actionable financial insight, where financial experts dive into a wide range of money matters in an informal, yet informative manner. Join us each month as we discuss various, timely financial topics - breaking them down to be more accessible and engaging for everyone.
Amplified Wealth
Fed in the Hot Seat: Trump, the Economy, Recession or Rally with JP Morgan's Jack Manley
In the latest episode of Amplified Wealth, we welcome Jack Manley - Executive Director and Global Market Strategist at JP Morgan Asset Management.
Jack joins hosts Austin Hagaman and Mark Lucci to unpack today’s most pressing questions:
- Are we heading into a recession or just slowing down?
- What do rising credit delinquencies really say about the consumer?
- Is immigration policy an underappreciated inflation driver?
- What’s next for the Fed, and is a rate cut actually bullish?
- And, with all this uncertainty, where should investors put their excess cash?
- From economic headwinds and labor supply constraints to long-term investment positioning, Jack’s sharp analysis and global perspective offer timely guidance for investors at every level.
Timestamps:
Introducing Jack Manley: (0:30)
Unpacking 2025's Economic Data (4:50)
Wall of Worries and Cracks in Consumer: (12:35)
Labor Market: (18:18)
Immigration & the Labor Market: (24:30)
Tariffs, Inflation & Recession: (26:30)
The Fed's Next Moves: (31:49)
Trump, Headlines and the Fed's Credibility: (42:36)
One Big Beautiful Bill (47:57)
Investment Strategy - Bonds / Bullish on Stocks (50:52)
Conclusion and Wrap Up (58:48)
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