Jason Kelly Intelligence

Épisodes

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  Designing an AI-Resilient Career 07.05.2026 3min

  This is a free preview of a paid episode. To hear more, visit jasonkelly.substack.comFull report read by Jason Kelly.To follow along and see the charts, please open the written report.
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  Kiyosaki’s Warnings vs. What Actually Works 23.04.2026 9min

  What are “Zero-Validity” forecasters, and why should you ignore them?In this 9-min video, I use Robert Kiyosaki’s latest warning as a case study, alongside a nearly identical call he made in 2022 urging investors into gold, silver, and crypto just before a strong stock-market advance.At both moments, our system was buying and went on to post market-beating results.This video shows why forecasts fail in an unknowable market. A rules-based approach, grounded in history, consistently outperforms guesswork.We don’t win by predicting. We win with a schedule, rules, and arithmetic. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe
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  We Bought While Goldman Called a Bear Market 17.04.2026 15min

  Stocks dropped fast in March. Headlines turned sharply bearish. Goldman Sachs warned of a potential 20%+ decline. Commentators pointed to oil shocks, rising rates, and recession risks.Paying attention to all that led investors astray.In this 16-minute video, I walk through the Nasdaq Composite year-to-date through April 16, 2026, exactly where the headlines told you to panic versus where our rules told us to gear up, and what happened next (spoiler: the market erased its Iran war losses in weeks).If you followed the news, you probably sat it out. If you followed a schedule and predefined rules, you’re already in new profit territory.And, believe it or not, the pundits are already warning again. The lesson never changes: adhere to a methodology, follow a schedule, ignore the headlines. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe
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  While Pundits Guessed, We Followed Our Plan 08.04.2026 8min

  A week ago, the market “knew” the Iran war would escalate.Days later, it “knew” a ceasefire was coming.In between, investors were told to be “nimble,” “agile,” and ready for anything—none of which translates into an actual investment decision.In this 9-minute video, I walk through that sequence using Barron’s, Bloomberg, and The Wall Street Journal. The conclusion is straightforward:Nobody knew what was going to happen.We didn’t either. But we didn’t need to.Our plans had a scheduled action on April 6. Prices were down. The rules said buy. We executed.That’s the difference between a process and a guess.If you rely on headlines, you’re always reacting after the fact. If you rely on rules, you’re already positioned when the turn comes.See our performance at jasonkelly.com This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe
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  Panic, FOMO, and Our Q1 Signal Plan 01.04.2026 9min

  Market volatility has been intense heading into our first-quarter signals at the Kelly Letter. We’ve seen a mix of panic and FOMO, with the Nasdaq 100 jumping 3.4% just yesterday.In this 9-min video, I cover why sticking to our system matters more than reacting to daily headlines, especially when events are this unpredictable.I encourage all subscribers to sync with the letter this weekend and try out our improved calculator to stay on track. Our plans are built to thrive in stretches like this.If you’re not yet a subscriber, you can learn more here:https://jasonkelly.com This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe
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  We Don’t Need to Pick the Bottom 25.03.2026 16min

  Markets are volatile again, with the Iran war weighing on sentiment and pushing prices around. That’s when investors feel the strongest urge to pick the bottom.But you don't need to catch exact market bottoms or tops to be successful. Getting close is good enough.Our 9Sig plan has delivered a 34% annual return since January 2017 without trying to time exact tops or bottoms. The edge comes from discipline and rules, not prediction.If you’re a Kelly Letter subscriber, this is a reminder to stay with the plan. If you’re not, you can learn more here:https://jasonkelly.com This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe
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  Volatility Creates Opportunity 19.03.2026 14min

  In this video, I walk through the stock-market volatility driven by the Iran war, and why this is exactly the kind of environment our plans were built for.Sentiment has swung to extreme fear on CNN’s Fear & Greed Index. Historically, that’s where opportunity begins. In the 2020 covid crash and the 2025 tariff selloff, our April signals aligned with market lows.Kelly Letter subscribers should focus on our rules and discipline. Don’t second-guess, just execute. Our plans remove the need to predict and react emotionally. They want to capitalize on lower prices. Stick with our system. Stay on our schedule. Be prepared to act when the signals arrive. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe
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  5/23/25 Market Report Read by Jason Kelly 23.05.2025 4min

  To read this report, please click here. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe
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  5/22/25 Market Report Read by Jason Kelly 22.05.2025

  This is a free preview of a paid episode. To hear more, visit jasonkelly.substack.comTo read this report, please click here.
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  5/21/25 Market Report Read by Jason Kelly 21.05.2025 4min

  To read this report, please click here. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe
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  5/20/25 Market Report Read by Jason Kelly 20.05.2025

  This is a free preview of a paid episode. To hear more, visit jasonkelly.substack.comTo read this report, please click here.
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  5/19/25 Market Report Read by Jason Kelly 19.05.2025 3min

  To read this report, please click here. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe
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  5/16/25 Market Report Read by Jason Kelly 16.05.2025

  This is a free preview of a paid episode. To hear more, visit jasonkelly.substack.comTo read this report, please click here.
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  5/15/25 Market Report Read by Jason Kelly 15.05.2025 5min

  To read this report, please click here. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe
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  5/14/25 Market Report Read by Jason Kelly 14.05.2025 4min

  To read this report, please click here. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe
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  5/12/25 Market Report Read by Jason Kelly 12.05.2025 4min

  To read this report, please click here. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe
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  5/9/25 Market Report Read by Jason Kelly 09.05.2025 3min

  To read this report, please click here. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe
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  5/8/25 Market Report Read by Jason Kelly 08.05.2025 4min

  To read this report, please click here. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe
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  5/7/25 Market Report Read by Jason Kelly 07.05.2025 3min

  To read this report, please click here. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe
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  5/6/25 Market Report Read by Jason Kelly 06.05.2025 3min

  To read this report, please click here. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe