Making Sense
Csatorna részletek
Making Sense
“Making Sense,” the podcast channel from J.P. Morgan’s Commercial & Investment Bank, brings you views and analysis from the Investment Banking, Markets and Research businesses. In each episode, experts discuss the latest market outlooks, trends and developments impacting our complex global economy....
Legutóbbi epizódok
314 epizód
Trading Insights: US policy and the impact of tariffs
In this episode, Eloise Goulder sits down with William Tuttle, part of the Global Engagement team at J.P. Morgan, to explore the evolving landscape of...
Shutdown showdown: Economic and market impacts explained
In this episode, Samantha Azzarello, head of Content Strategy, is joined by Jay Barry, head of Global Rates Strategy, chief U.S. economist Mike Feroli...
From geopolitics to rate cuts: What’s shaping commodities markets?
In this episode, Greg Shearer, head of Base and Precious Metals Research, is joined by Natasha Kaneva, head of Global Commodities Research. Together,...
Trading Insights: Why macro matters for systematic investors
In this episode we hear from Ralph Sueppel, Managing Director at Macrosynergy, a London-based macroeconomic research and technology company that co-de...
The data center surge: Building the backbone of the digital age
In this episode, Fahmi Enam, head of Media Communications and Digital Infrastructure at J.P. Morgan Commercial Banking, is joined by Scott Wilcoxen, g...
Digital assets unveiled: Industry insights and regulatory shifts
In this episode, Tina Rathjen, from J.P. Morgan’s Securities Services Regulatory Practice, is joined by Kara Kennedy, co-head of Kinexys at J.P. Morga...
Rare earths, real impact: Inside the MP Materials deal
In this episode, Ben Wilson, head of Natural Resources M&A at J.P. Morgan, is joined by Kevin Colborne, co-head of North American Mining , and Andrew...
Resilience and Risks: Insights from the European Leveraged Finance Conference
In this episode, host Daniel Rudnicki Schlumberger, head of Leveraged Finance EMEA at J.P. Morgan, is joined by Andrew Crook, head of Leveraged Financ...
Navigating the Future: How AI, energy and health care will impact the corporate landscape
In this episode, Rama Variankaval, global head of Corporate Advisory and Evan Junek, global head of Corporate Finance Advisory, share insights from th...
August jobs report: "The job market continues to soften"
The August jobs report came in weaker than expected, with the U.S. economy adding just 22,000 jobs. The unemployment rate also crept up to 4.3% — the...
Trading Insights: Retail vs. institutional investor divergence
In this episode, join three members of the Data Assets & Alpha Group — group head Eloise Goulder, product specialist Edwina Lowe and head of Data Inte...
The evolution of online sports betting
With the 2025 NFL season right around the corner, Briggs Barton, a specialist for the U.S. Consumer sector, and Dan Politzer, an analyst covering Gami...
M&A trends and opportunities: A global perspective
This episode of What’s The Deal? delves into the dynamic landscape of mergers and acquisitions. Jay Hofmann, head of North American M&A at J.P. Morgan...
Trading Insights: Behavioral biases and their impact on investing decisions
This episode features Michelle Baddeley, Professor of Economics at Sydney’s University of Technology (UTS) and author of several books on behavioral e...
What does the July CPI report tells us about inflation trends?
Tariffs are starting to feed into consumer prices; however, falling energy and food costs are offsetting the increase to some degree. In this episode...
Trading insights: “Staying positive, though markets could be choppier"
In this episode, John Schlegel, head of the Global Positioning Intelligence team at J.P. Morgan, is joined by Andrew Tyler, head of the Global Market...
July jobs report: A marked slowing in job creation
Firms aren't shedding workers, yet the pace of hiring has slowed. What do these mixed labor market signals mean for the broader economy? In this episo...
Is AI the solution to data analytics challenges?
As portfolios increase in complexity, measuring performance can prove all the more difficult. In this episode, Jason Mirsky, head of Data Solutions fo...
A deep dive into financing in Latin America
How are Latin American debt capital markets faring? In this episode, host Amaury Guzman from the Leveraged Finance desk speaks with Lisandro Miguens,...
Trading Insights: Intraday options, levered ETFs and the retail investor
In this episode, Matthieu Boisot, head of Cross-Asset, Volatility and Intraday Product Development for Quantitative Investment Strategies (QIS), sits...
Trading Insights: Systematic investing, with Aspect Capital’s co-founder Martin Lueck
In this episode, Martin Lueck, co-Founder and Research Director at Aspect Capital, and formerly co-Founder of AHL, now part of MAN Group, is in discus...
A CIO’s view: Insights from 30 years of hedge fund investing
Paul Zummo, Chief Investment Officer of J.P. Morgan Alternative Asset Management, joins Kumar Panja, EMEA head of the Capital Advisory Group at J.P. M...
Empowering directors: Practical perspectives for boardroom success
Following the 2025 J.P. Morgan Board Summit, join Charlie Post, co-head of Media & Communications M&A, Chris Ventresca, global chairman of Investment...
June jobs report: Better than expectations
The U.S. economy added 147,000 jobs in June, roundly beating market expectations. But while the headline numbers seem strong at first glance, much of...
Uncertainty reigns: The market outlook at mid-year
Will uncertainty continue to shape business cycle dynamics? How might trade tensions, fiscal policy and geopolitical risks play out? And will there be...
Serving up success: Crabel Capital Management’s evolution
Founded in 1987 by Toby Crabel, a former professional tennis player turned commodities trader, Crabel Capital Management has today evolved into a dive...
Navigating the hedge fund frontier: Insights from the Elo Pension Fund
In this episode, Kumar Panja, EMEA head of the Capital Advisory Group at J.P. Morgan, chats with Kari Vatanen, head of Asset Allocation and Alternativ...
Trading Insights: Data in the discretionary investment process with AKO Capital’s CEO
In this episode, Patrick Hargreaves, CEO of AKO Capital and PM of the AKO Capital Global Fund, is in discussion with Eloise Goulder, head of the Data...
Trading Insights: The rise in European trading volumes
In this episode, Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, is joined by Chris Andrew, head of Market Structure and Regul...
A deep dive into the world of investment-grade private credit
What is investment-grade private credit, and how does it differ from public credit markets? What are the opportunities and risks for borrowers? And ho...
Private credit branches out
As the private credit market continues to grow, investors are diversifying strategies across various asset classes. However, recent economic uncertain...
May jobs report: “Steady as she goes”
The U.S. continued to add jobs at a steady pace in May, and the unemployment rate remained at 4.2% for the third straight month. Looking ahead however...
Are conditions favorable for an IPO market boom?
How has the IPO market fared in the first half of 2025? Join Keith Canton, head of Americas Equity Capital Markets, Gaurav Maria, head of U.S. Equity-...
Back to basis: Why the Treasury basis trade is in focus
Why is there so much focus on the U.S. Treasury cash-futures basis trade? Kate Finlayson, global head of FICC Market Structure and Liquidity Strategy,...
Navigating the bank loan market: Trends, volumes and strategies
Join Amaury Guzman from the Leveraged Finance team as he chats with Patrick Griffin, head of Pro-Rata Debt Capital Markets, about the bank loan market...
Trading Insights: All about alternative data
Analyzing alternative data can be complex and challenging – but it can also be highly rewarding. In this episode, Mark Fleming-Williams, head of Data...
Opportunities and headwinds for financial sponsors in 2025
John Burns, head of J.P. Morgan's Mid-Cap Financial Sponsors Group, hosts guests Adam Schwarzschild, co-head of North America Financial Sponsors Group...
Humanoid robotics: A deep dive into automation’s next frontier
Humanoid robots, AI-powered machines resembling humans, are poised to transform automation by addressing labor shortages and revolutionize sectors suc...
Tariffs and trade tensions: How can companies manage the fallout?
“Trade is like water — it will flow through whatever is the path of least resistance.” Tariffs are reshaping international trade by disrupting supply...
A new era of credit portfolio trading?
In this episode, Gurps Kharaud, head of Equities Digital Markets and Vida Portfolio Solutions, chats with Olivier Cajfinger, head of Investment-Grade...