Jason Kelly Intelligence
Jason Kelly Intelligence is a podcast about stock market investing and career strategy in the age of AI, hosted by bestselling author Jason Kelly. It explores how artificial intelligence is reshaping investing, work, and career decisions. Episodes offer practical insights and commentary for investors and professionals adapting to rapid technological change. The show is connected to Jason Kelly's Substack newsletter.
Episodes
Designing an AI-Resilient Career
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.
Kiyosaki’s Warnings vs. What Actually Works
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 fa
We Bought While Goldman Called a Bear Market
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
While Pundits Guessed, We Followed Our Plan
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 wh
Panic, FOMO, and Our Q1 Signal Plan
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
We Don’t Need to Pick the Bottom
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 dis
Volatility Creates Opportunity
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
5/23/25 Market Report Read by Jason Kelly
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
5/22/25 Market Report Read by Jason Kelly
This is a free preview of a paid episode. To hear more, visit jasonkelly.substack.comTo read this report, please click here.
5/21/25 Market Report Read by Jason Kelly
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
5/20/25 Market Report Read by Jason Kelly
This is a free preview of a paid episode. To hear more, visit jasonkelly.substack.comTo read this report, please click here.
5/19/25 Market Report Read by Jason Kelly
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
5/16/25 Market Report Read by Jason Kelly
This is a free preview of a paid episode. To hear more, visit jasonkelly.substack.comTo read this report, please click here.
5/15/25 Market Report Read by Jason Kelly
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
5/14/25 Market Report Read by Jason Kelly
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
5/12/25 Market Report Read by Jason Kelly
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
5/9/25 Market Report Read by Jason Kelly
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
5/8/25 Market Report Read by Jason Kelly
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
5/7/25 Market Report Read by Jason Kelly
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
5/6/25 Market Report Read by Jason Kelly
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
4/30/25 Market Report Read by Jason Kelly
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
4/29/25 Market Report Read by Jason Kelly
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
4/25/25 Market Report Read by Jason Kelly
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
4/24/25 Market Report Read by Jason Kelly
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
4/23/25 Market Report Read by Jason Kelly
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
4/15/25 Market Report Read by Jason Kelly
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
4/7/25 Market Report Read by Jason Kelly
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
4/4/25 Market Report Read by Jason Kelly
This is a free preview of a paid episode. To hear more, visit jasonkelly.substack.comTo read this report, please click here.
4/3/25 Market Report Read by Jason Kelly
This is a free preview of a paid episode. To hear more, visit jasonkelly.substack.comTo read this report, please click here.
4/2/25 Market Report Read by Jason Kelly
This is a free preview of a paid episode. To hear more, visit jasonkelly.substack.comTo read this report, please click here.
4/1/25 Market Report Read by Jason Kelly
This is a free preview of a paid episode. To hear more, visit jasonkelly.substack.comTo read this report, please click here.
3/28/25 Market Report Read by Jason Kelly
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
3/27/25 Market Report Read by Jason Kelly
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
3/26/25 Market Report Read by Jason Kelly
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
3/25/25 Market Report Read by Jason Kelly
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
3/24/25 Market Report Read by Jason Kelly
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
3/21/25 Market Report Read by Jason Kelly
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
3/20/25 Market Report Read by Jason Kelly
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
3/19/25 Market Report Read by Jason Kelly
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
3/18/25 Market Report Read by Jason Kelly
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
3/17/25 Market Report Read by Jason Kelly
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
3/14/25 Market Report Read by Jason Kelly
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
3/13/25 Market Report Read by Jason Kelly
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
3/12/25 Market Report Read by Jason Kelly
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
3/11/25 Market Report Read by Jason Kelly
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
3/10/25 Market Report Read by Jason Kelly
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
3/7/25 Market Report Read by Jason Kelly
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
3/6/25 Market Report Read by Jason Kelly
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
Market Report Read by Jason Kelly
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
Gentlemen Defer Bonds
Don’t want to listen? You can read the report 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
Morty Confronts the Wall of Worry
Don’t want to listen? You can read the report 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
No, The Skies Are Not Falling
Don’t want to listen? You can read the report 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
Bitcoin’s Growth Rate
Don’t want to listen? You can read the report 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
Controlling the Superintelligence
Don’t want to listen? You can read the report 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
The DJT Rubicon
Don’t want to listen? You can read the report 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
The Kids Are Dopes, Pt. 2
Don’t want to listen? You can read the report 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
Enter the EV Dragon
Don’t want to listen? You can read the report 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
Crisis at the Key
Don’t want to listen? You can read the report here. Subscribe to this podcast at: jasonkelly.substack.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
So Long, Hong Kong
Don’t want to listen? You can read the report here. Subscribe to this podcast at 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
Tue 26 Mar 2024 — Rochester, NY
Don’t want to listen? You can read the report 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
Will America Help Ukraine Now or Fight Russia Later?
Don’t want to listen? You can read the report 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
Tuesday 19 March 2024
Don’t want to listen? You can read the report 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
Monday 18 March 2024
Don’t want to listen? You can read the report 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
How to Ignore Wall Street’s Daily Drama
This is a free preview of a paid episode. To hear more, visit jasonkelly.substack.comTruth be told, there is only one data point necessary for strong stock-market results. In this report, I’ll suss out that financial chatter should be ignored by long-term investors, and hone in on the one useful data point.Don’t want to listen? You can read this as an article here.
Silicon Valley Bank’s Bust Meant Nothing
Bears warned you away from stocks, promising a crisis. A rules-based framework barely noticed, because bank busts are routine events, and rules extracted from market history know how to take them in stride. 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
It’s Not Too Late for Retirement Catch-Up
This is a free preview of a paid episode. To hear more, visit jasonkelly.substack.comDon’t want to listen? You can read the report here.
When The Chips Are Up
Don’t want to listen? You can read the report 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
AI Kills The Apple Car
It was a hard project to complete, and keeping up in the AI arms race is more important. 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
Discussion: The Kids Are Dopes
A freewheeling talk about yesterday’s post, The Kids Are Dopes. 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
Volatility is More Friend than Foe
This is a free preview of a paid episode. To hear more, visit jasonkelly.substack.comDon’t want to listen? You can read the report here.
The Permian Playbook
This is a free preview of a paid episode. To hear more, visit jasonkelly.substack.comDon’t want to listen? You can read the report here.
Valuation: The Broken Barometer
This is a free preview of a paid episode. To hear more, visit jasonkelly.substack.comDon’t want to listen? You can read the report here.
The Charge of Electric Cars
This is a free preview of a paid episode. To hear more, visit jasonkelly.substack.comDon’t want to listen? You can read the article here.
The A.I. Productivity Boom
This is a free preview of a paid episode. To hear more, visit jasonkelly.substack.comDon’t want to listen? You can read the article here.
Whether Biden or Trump, The Next Four Years Will Be Familiar
This is a free preview of a paid episode. To hear more, visit jasonkelly.substack.comDon’t want to listen? You can read the article here.
Assessing the Stock Market Risk of China Invading Taiwan
This is a free preview of a paid episode. To hear more, visit jasonkelly.substack.comDon’t want to listen? You can read the article here.
What’s Eating Apple?
Don’t want to listen? You can read the article 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
Retirement Catch-Up at 50 and Older
Don’t want to listen? You can read the article 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
Audio: A Bolder Two-State Solution
Don’t want to listen? You can read the article 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
Audio: Israel 1967 to Hamas
Don’t want to listen? You can read the article 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
Recommended
Take Back Your Health®
CrossTalk
National Weather Service - FORT WALTON BEACH AND DESTIN FLORIDA FORECAST - by WARN
Back to the 80s Radio
Doctor Zhivago Slow Read
Apple News In Conversation
SLOW ENGLISH PODCAST (A1-A2) With Subtitles | Daily Videos | English With Us Podcast
Breaking News from Pod Save America
The Young and Called Podcast .
Jubal Phone Pranks from The Jubal Show
TopMusic Piano Podcast
CBS Evening News
