Powered by RND
PodcastsBusinessMaking Sense

Making Sense

J.P. Morgan
Making Sense
Latest episode

Available Episodes

5 of 343
  • Trading Insights: What to watch in equity markets heading into year-end
    In this episode, Eloise Goulder speaks with Andrew Tyler, Global head of Market Intelligence, and Federico Manicardi, International head of the Market Intelligence at J.P. Morgan. They discuss strength in equity markets over 2025, from the macro backdrop to corporate earnings and central bank policy. They also explore the relative outperformance in EM, Europe and several APAC markets, as well as the respective drivers for these moves. Finally, they hone in on highest conviction opportunities for equities into year-end, plus key catalysts and risks to watch in the weeks ahead.    This episode was recorded on December 1, 2025.   The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan. © 2025 JPMorgan Chase & Company. All rights reserved.
    --------  
    15:04
  • AI, policy and the future of US power trading
    The U.S. power market is undergoing a dramatic transformation, driven by the explosive growth of AI data centers and evolving priorities. Join Leland Price from the FICC Market Structure & Liquidity Strategy team and Chris Wu, Head of U.S. Power Trading, as they discuss the evolving landscape of power trading in the U.S. This episode explores the surge in electricity demand, capacity constraints, and the impact of policy developments on trading dynamics. The conversation also examines the role of renewables and natural gas, the challenges facing grid infrastructure and the implications of new entrants to the market. Tune in for insights on how market structure is adapting to meet the demands of a new era in U.S. energy. This episode was recorded on November 7, 2025.  The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co and its affiliates together, JP Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. They are not issued by JP Morgan's Research Department but are a solicitation under CFTC Rule 1.71. Reference products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. JP Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications or to one, newsletters, mentioned in this podcast are available for JP Morgan clients. Please contact your JP Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan. com/disclosures. Copyright 2025, JPMorgan Chase & Company, all rights reserved.
    --------  
    20:14
  • Trading Insights: Unpacking innovations in quantitative investment strategies (QIS)
    In this episode, Arnaud Jobert, co-head of Strategic Indices for Markets and Global Head of Equity Structuring, speaks with Eloise Goulder, head of the Data Assets & Alpha Group here at J.P. Morgan. They discuss the drivers of growth in the QIS business at J.P. Morgan, the types of alphas they look to provide systematic exposure to, from x-asset risk premia, to x-asset trend, to intraday- and vol-based strategies, and the evolution in investing client demand for these products.  Finally they discuss further product innovation potential, from leveraging LLMs to expanding investment markets.    Shownotes: Intraday options, levered ETFs and the retail investor with Matthieu Boisot, head of Cross-Asset, Volatility and Intraday Product Development for QIS – Jul ‘25 Evolution of the Markets Structuring business with Rui Fernandes, Head of Structuring - Feb ‘25 QIS Developments and the use of LLMs with Deepak Maharaj, Head of Equities and Cross Asset QIS Structuring – Nov ‘24 Extending the trend, with JP Morgan’s Lead CTA Structurer with Jagadish Chalasani, Investible Indices team – Jun ‘24   This episode was recorded on 15th October 2025.   The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan. © 2025 JPMorgan Chase & Company. All rights reserved.
    --------  
    19:12
  • Uncharted territory: Unpacking the longest government shutdown on record
    As the U.S. government shutdown drags on, uncertainty continues to build for both investors and everyday Americans. In this episode of J.P. Morgan's Making Sense, Samantha Azzarello, head of Content Strategy, sits down with chief U.S. economist Michael Feroli and Jay Barry, head of Global Rates Strategy, to explore the impacts of the prolonged shutdown. How is it weighing on consumer sentiment and economic growth, and how are markets responding? Plus, have expectations for Fed policy changed as a result?    This episode was recorded on November 7, 2025.   This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication. This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan. Copyright 2025, JPMorganChase & Co. All rights reserved.
    --------  
    12:47
  • “It’s not just innovation, it’s impact”: How AI is revolutionizing healthcare
    In this episode, Nick Richitt, global co-head of Healthcare Services at J.P. Morgan, sits down with Michael Gao, co-founder of Smarter DX and president of Smarter Technologies, to explore how AI is revolutionizing healthcare. Together, they dive into the journey from digitization to true innovation, discussing how AI is transforming clinical reasoning, improving patient records and driving operational efficiency for hospitals and health systems. They also address the challenges of scaling AI responsibly, emphasizing the importance of collaboration and control. What is the future of intelligent healthcare, and how will it amplify the human experience?    This episode was recorded on October 30, 2025.   This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.  © 2025 JPMorgan Chase & Company. All rights reserved.
    --------  
    18:17

More Business podcasts

About 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. Subscribe now for insights that will help you navigate the world we live in.
Podcast website

Listen to Making Sense, Founders and many other podcasts from around the world with the radio.net app

Get the free radio.net app

  • Stations and podcasts to bookmark
  • Stream via Wi-Fi or Bluetooth
  • Supports Carplay & Android Auto
  • Many other app features

Making Sense: Podcasts in Family

Social
v8.0.5 | © 2007-2025 radio.de GmbH
Generated: 12/3/2025 - 7:29:37 AM