
Investing in a Divergent Economy
From Notes on the Week Ahead by Dr. David Kelly
June 1, 2026 · 13 min · Episode 341
About this episode
The episode discusses personal experiences and observations related to investing in a divergent economy.
Two weeks ago, Sari and I took a vacation - an extended road trip down the East Coast as far as Charleston and then inland back to New York through the Appalachians. On a long driving stretch on the way back, we stopped at a Jersey Mike’s just off the highway for some much needed nourishment. As we were waiting to pay, a talkative man, in the height of good humor, was ordering behind us. I don’t know if he knew anyone working at the store, but he acted as if he did. He said he’d just got a job after five months searching and he was going to celebrate - by buying two big subs - one for that evening and another to put in the fridge for the next night.
People in this episode
Host: Dr. David Kelly
Topics covered
- investing
- economy
- employment
- consumer behavior
- travel
Keywords
- investing
- economy
- employment
- consumer behavior
- travel
- Jersey Mike's
- Appalachians
Mentioned in this episode
Organizations: Jersey Mike’s
Places: Charleston, New York, Appalachians
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- The Receding Tariff Tide · March 30, 2026 · 11 min
- The Investment Implications of Shrinking the Fed’s Balance Sheet · March 24, 2026 · 14 min
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