Podcasts by Making Sense

Market Matters | FICC Market Structure: Breaking Down Basel III: What the US Proposals Could Mean from 2023-12-11T15:54:34

What is Basel III and how might the recent US proposals impact markets? Kate Finlayson, Global Head of FICC Market Structure, and Meridy Cleary in FICC Market Structure, break down th...

Research Recap | Does the November Jobs Report Point to a Soft Landing? from 2023-12-08T15:26:14

In November, the U.S. economy added 199,000 jobs — boosted by workers returning from strikes — while the unemployment rate fell to 3.7%. What does this all mean for the Fed’s soft lan...

What’s The Deal? | 2024 Investment Banking Outlook from 2023-12-07T14:39:49

As we wrap up 2023, David Rawlings hosts Jay Horine, North America Head of Investment Banking and Co-Head of Global Energy, Power, Renewables and Mining, for a conversation about what...

Research Recap | Why is Cybersecurity in the Spotlight? from 2023-12-04T12:07:27

Recent high-profile data breaches and geopolitically motivated cyber-attacks are driving awareness around the importance of risk mitigation. What’s the overall health of the cybersecu...

Research Recap | The Growing Appetite for Obesity Drugs from 2023-12-01T17:41:39

The market for GLP-1s — also commonly known as obesity drugs — is projected to exceed $100 bn globally by 2030. Why are these drugs growing in popularity, and could they lead to a paradigm shift...

What’s The Deal? | How Can Sustainable Finance Make a Global Impact? from 2023-11-30T10:36:06

In this episode, host Evan Junek welcomes back Faheen Allibhoy, Global Head of Development Banks and Multilateral Institutions. They spotlight sustainable finance, dive into the new Impact Discl...

Whats The Deal? | A Perfect Storm of Growth in Debt Private Placements from 2023-11-22T10:55:55

Join Todd Marr, Head of Debt Private Placements at J.P. Morgan, as he unpacks the growth in the debt private placement market. Hosted by Tan Hunjan, they address the key benefits and considerati...

Research Recap | What’s the Outlook for Energy Markets in 2024? from 2023-11-17T19:43:12

On the back of J.P. Morgan’s recent Global Energy Conference, Christyan Malek, Global Head of Energy Strategy and Head of EMEA Oil & Gas Equity Research, and Shikha Chaturvedi, He...

Market Matters | Data Assets&Alpha Group: The Case For Further Near-Term US Upside from 2023-11-16T12:16:50

In this episode the group discusses US equities in the context of the near 10% S&P500 rally over the last few weeks.  They discuss the fundamental backdrop from a macro, micro and...

What’s The Deal? | Ready to Navigate Market Windows? from 2023-11-09T12:05:37

Todd Rothman, Managing Director of North American High Yield and Leveraged Loan Capital Markets, dives into the latest developments in the leverage loan and high yield markets with Ka...

Research Recap | Signs of Softening in the October Jobs Report from 2023-11-03T18:32:04

Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Curation and Strategy, discuss the October payrolls report.

This episode was recorded on ...

Market Matters | Data Assets&Alpha Group: Trend-following in alternative markets, with Florin Court’s Deputy CIO from 2023-11-01T14:01:39

In this episode we hear from David Denison, Deputy CIO of Hedge Fund Florin Court Capital, a diversified systematic asset manager.  David discusses the philosophy behind trading multiple diversi...

Research Recap | Will Halloween Lead to a Strong Holiday Season? from 2023-10-31T11:56:44

From giant skeletons to pet costumes, find out what’s been filling Halloween shopping baskets with consumer sector specialist Briggs Barton and Carla Casella, Head of U...

Research Recap | Key Takeaways From the IMF/World Bank Annual Meetings from 2023-10-27T12:41:51

Resilience. Fragmentation. Divergence. These were just some of the buzzwords that emerged during the investor conference J.P. Morgan hosted at the IMF/World Bank Annual Meetings in October 2023....

What’s The Deal? | Considering an IPO? Themes and Thoughts on the Next Wave from 2023-10-26T14:45:22

Although the IPO market has been quiet since its 2021 peak, signs of resurgence are emerging. Join Lorenzo Soler, Head of Global Equity Syndicate, and host David Rawlings to explore the current ...

Research Recap | Is The Economy on Track for a Soft Landing? from 2023-10-20T13:00:35

Fed policy, inflation and jobs growth are top of mind — find out what they mean for the economy as J.P. Morgan experts share their insights and predictions. Join host Phoebe White, Hea...

What’s The Deal? | Setting New Standards for Corporate Hybrid Bonds from 2023-10-19T12:00:13

In light of the proposed updates from Moody’s on corporate hybrids, we dive into the potential changes and implications for financing strategies. In this episode, Jem Gumussoy, an Exe...

Market Matters | Data Assets&Alpha Group: Using Complex AI Techniques to Invest; with HF Founder Renee Yao from 2023-10-18T12:44:14

In this episode we hear from Renee Yao, Founder and CIO of Hedge Fund Neo Ivy, a firm which uses complex AI techniques in the investment process.  Renee discusses the rationale for adopting thes...

Market Matters | FICC Market Structure: Top of Mind Themes for Q4 from 2023-10-17T10:57:17

This episode highlights some of the top market structure themes you need going into Q4 2023, including the focus on Treasury basis trading, Basel III developments, India’s bond market...

What’s The Deal? | Are There More Optimistic Times Ahead for Europe? from 2023-10-12T10:06:39

What are Europe’s economic challenges and opportunities? Join host Louise Bennetts and Karen Ward, Chief Market Strategist EMEA at J.P. Morgan Asset Management, as they take a look ba...

Market Matters | Data Assets&Alpha Group: Diving into Social Sentiment, with BUZZ Index Founder Jamie Wise from 2023-10-10T10:47:05

In this episode we hear from Jamie Wise, Founder, President and CEO of Hedge Fund Periscope Capital and BUZZ Holdings.  He discusses the merit of tracking sentiment as an investing fa...

What’s The Deal? | What’s Scott Galloway’s Secret to Good Leadership? from 2023-10-09T10:52:32

What does a former investment banker — and successful entrepreneur — have to say about leadership? During J.P. Morgan’s recent Tech Stars Leadership Forum, Scott Galloway, Professor o...

Research Recap | September Jobs Report Exceeds Expectations from 2023-10-06T16:13:44

Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Curation and Strategy, discuss the September payrolls report.

This episode was recorded o...

Market Matters | Data Assets&Alpha Group: A Discretionary Investing Lens, with Carmignac’s UK CEO from 2023-10-03T11:41:30

In this episode, we hear from Maxime Carmignac, CEO and Director of Carmignac UK.  Maxime discusses the benefits of the fundamental discretionary investing style, how ESG can most pow...

What’s The Deal? | Debt Capital Markets Have Turned a New Leaf This Fall from 2023-09-28T10:54:49

Join Kathleen Darling as she hosts Brian Tramontozzi, Head of North American Leveraged Finance Capital Markets, to discuss the ever-so-active leveraged loan and high yield markets pos...

Market Matters | Data Assets&Alpha Group Podcast: UK – Overlooked but Ripe with Opportunities from 2023-09-26T11:01:27

In this episode, Krupa Patel dives into the UK economy and markets. She discusses the current UK inflation, growth and policy backdrop, how it differs from the rest of the DM world, a...

Research Recap | Hollywood Strikes and the Broader Media Industry from 2023-09-22T17:10:47

From the Hollywood strikes to carriage disputes and cord-cutting, media companies are grappling with several challenges. Join Philip Cusick (U.S. Communications Services, Infrastructu...

What’s The Deal? | What Is Behind the Rise in Shareholder Activism? from 2023-09-21T16:31:36

As shareholder activism gains momentum worldwide, this podcast sheds light on key trends covering universal proxy rules, the capital allocation debate, M&A activity and the overall global ou...

Market Matters | Data Assets&Alpha Group: AI in the Investment Process from 2023-09-19T12:21:24

In this episode, we hear from Peng Cheng, Head of Big Data and AI Strategies in the Global Research department of J.P. Morgan.  Peng runs through two ways in which his team are levera...

Market Matters | Data Assets&Alpha Group: Assessing the Equities Positioning Headroom from 2023-09-13T14:43:47

In this episode, the group delves into investor positioning, discussing the extent to which equities have positioning headroom for a further rally from here.  They look into positioni...

What’s The Deal? | What Is the Outlook for European Leveraged Finance Markets? from 2023-09-12T08:27:50

As J.P. Morgan’s European High Yield and Leveraged Finance conference concludes, Daniel Rudnicki Schlumberger, Head of Leveraged Finance EMEA, discusses key insights with Daniel Lamy, Head of Eu...

Research Recap | Why is China’s Electric Vehicle Industry on the Rise? from 2023-09-08T14:27

China’s EV industry is experiencing exponential growth. Why is this so, and how is EV battery technology key to this revolution? Find out more from Nick Lai, Head of China Equity Rese...

Market Matters | FICC Market Structure: What’s Fueling Emissions Trading? from 2023-09-05T11:07:19

With carbon markets growing exponentially, this episode delves into how emissions trading works, opportunities across regions, and policy initiatives helping to drive further market participatio...

Research Recap | Supply Offsets Demand in the August Jobs Report from 2023-09-01T13:27:04

Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Curation and Strategy, discuss the August payrolls report.

This episode was recorded on S...

What’s The Deal? | Will Debt Markets Find Their Way in 2024? from 2023-08-31T11:03:51

In this episode, Ben Thompson, Head of EMEA Leveraged Finance Capital Markets, hosts Martin Horne, Global Head of Public Assets at Barings. Ahead of J.P. Morgan’s European High Yield ...

Market Matters | Data Assets&Alpha Group: An Emerging European Retail Investor from 2023-08-29T09:18:45

In this episode, the group delves into European market structure, discussing firstly the context of still lackluster European turnover and liquidity, and secondly the emergence of the...

Research Recap | What Are the Trends Driving the Automotive Industry? from 2023-08-25T15:02:45

From vehicle electrification to autonomous driving, what does the road ahead look like for the automotive industry? Jose Asumendi, Head of European Automotive Research, and Ryan Brink...

Market Matters | Depositary Receipts Educational Series for APAC&LATAM from 2023-08-23T12:49:06

In this episode, King Ho, Co-head for Product for Depositary Receipts, Asia Pacific and MENA markets at J.P. Morgan, is joined by Braedon Lehman, Senior Associate for Corporate Govern...

Research Recap | Top Long-Term Risks for Investors from 2023-08-17T15:44:17

What are the top long-term risks for global markets, and how can investors prepare? Join Joyce Chang, Chair of Global Research, and Jan Loeys, who covers Long-Term Strategy, as they discuss the ...

Market Matters | Data Assets&Alpha Group: US Macro&Positioning Views from 2023-08-15T13:25:52

In this episode, Andrew Tyler, Head of US Market Intelligence, and John Schlegel, Head of Global Positioning Intelligence, discuss how views on US markets have shifted for the near term, post th...

Research Recap | El Niño and the Impact on Agriculture from 2023-08-11T12:11:08

What is El Niño, and how will it impact weather patterns and crop yields across the globe? Are there implications for the wider commodity complex? Get answers from Tracey Allen, Agric...

Market Matters | Data Assets&Alpha Group: US Exceptionalism vs Intl Equities from 2023-08-08T11:00:28

In this episode, the team discuss the investment case for US vs. international equities post strong outperformance of US markets YTD.  They run through the fundamental, valuation, and...

Research Recap | July Jobs Report from 2023-08-04T15:01:15

Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Curation and Strategy, discuss the July payrolls report.

This episode was recorded on Aug...

What’s The Deal? | Tech Financing: A Goldilocks Scenario? from 2023-07-27T12:30:28

Join Kathleen Darling as she hosts David de Boltz, Managing Director of Leveraged Finance Capital Markets, to discuss the tech sector's current financing activities and trends. They d...

Research Recap | The State of the U.S. Housing Market from 2023-07-21T12:53:14

Are house prices going to fall in the U.S.? Could another crash lie ahead? Or will tight supply keep the housing market in a healthier place? Find out from John Sim, Head of Securitiz...

Market Matters | Data Assets&Alpha Group: Can US Equities Push Even Higher? from 2023-07-14T11:28:55

In this episode, the team dives into US equities - post the strong YTD rally - and discuss whether equities can push even higher through Q3.  They run through the health of the US con...

What’s The Deal? | The Power of Data in Private Markets from 2023-07-13T11:40:14

Host Rebecca Thornton chats with Tony Lewis, CEO of Aumni, and Mike Elanjian, Head of Digital Private Markets at J.P. Morgan, about how data has the potential to transform the venture...

Market Matters | Data Assets and Alpha Group: H1 2023 in Review (And Market Views From Here) from 2023-07-11T13:59:17

In this episode, the Data Assets & Alpha Group look back on H1 2023 with a focus on x-asset, regional and thematic performance. They discuss the evolution of the macro narrative f...

Research Recap | June Jobs Report from 2023-07-07T15:17:37

Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Curation and Strategy, discuss the June payrolls report.

This episode was recorded on Jun...

What’s The Deal? | M&A and LBOs: Financing Trends Across the Leveraged Capital Markets from 2023-07-06T11:35:20

Host Kathleen Darling and Todd Rothman, Managing Director of North American High Yield and Leveraged Loan Capital Markets, discuss activity across leveraged capital markets against th...

What’s The Deal? | View From the Board: Strategies for Effective Governance from 2023-06-29T10:54:45

Join host Rebecca Thornton in an engaging conversation with Lisa Wardell, former CEO and Executive Chair of Adtalem Global Education. Having experience across 15+ public and private boards inclu...

Research Recap | Mid-Year Outlook 2023 from 2023-06-23T16:15:20

What lies ahead for markets in the second half of the year? In this episode of “Research Recap,” J.P. Morgan Research analysts take stock of what has happened so far in 2023 and explo...

Market Matters | Data Assets&Alpha Group: Time Traveler: A Look Back in Time, with Fredrik Giertz (Part 2) from 2023-06-22T11:17:28

DATA DEEP-DIVE: The second of our two-part series with Fredrik Giertz from the JP Morgan Investible Indices team:  In this episode, Fredrik hones into his Time Traveller data set, dis...

Market Matters | Data Assets&Alpha Group: Time Traveler: A Look Back in Time with Fredrik Giertz (Part 1) from 2023-06-20T15:42:13

The first of our two-part series with Fredrik Giertz from the JP Morgan Investible Indices team:  In this episode, Fredrik delves into the long-run, discussing why he thinks history i...

Research Recap | What’s the Outlook for Summer Travel? from 2023-06-16T17:43:22

Are consumers still willing and able to travel? How are airlines faring? And will flight prices drop this summer? Get answers to these questions and more in our latest episode of “Res...

Market Matters | FICC Market Structure: Muni Market Momentum from 2023-06-15T10:09:52

The municipal bond market has been gaining the attention of investors, not only in the U.S. but across the globe. Kate Finlayson, Global Head of FICC Market Structure speaks to Mike C...

Market Matters | Data Assets&Alpha Group: Chinese Equities - The Case For A Tactical Rebound from 2023-06-13T11:14:48

In this episode the team dives into Chinese equities, discussing the potential for a tactical rebound given depressed performance and valuations in the region. The team also explore t...

What’s The Deal? | State of the Global Economy: A Conversation with Michael Cembalest from 2023-06-08T16:48:16

Join host David Rawlings in a conversation with Michael Cembalest, Chairman of Market and Investment Strategy of J.P. Morgan Asset and Wealth Management, as they analyze the latest ec...

Research Recap | May Jobs Report from 2023-06-02T16:21:13

Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Curation and Strategy, discuss the May payrolls report.

This episode was recorded on June...

What’s The Deal? | The Highs and Lows of the High Yield Market from 2023-06-01T11:37:34

In this episode, Kathleen Darling picks back up with Brian Tramontozzi as they dig into the high yield market, exploring the latest trends and opportunities. From primary issuance act...

What’s The Deal? | Opportunities for Borrowers Navigating Uncertain Markets from 2023-05-31T10:20:46

Join Kathleen Darling from J.P. Morgan's Debt Capital Markets team as she sits down with Brian Tramontozzi, Head of North American Leveraged Finance Capital Markets, to discuss the la...

Market Matters | Data Assets&Alpha Group: Diving Into US Equities (Positioning, Catalysts and the Path From Here) from 2023-05-30T11:37:38

In this episode, the team dives into US equities, focusing on the growth / inflation / policy backdrop and what this could mean for market direction in the near-term. They discuss sce...

Research Recap | What’s the Impact of China’s Reopening? from 2023-05-26T13:44:54

Join our Greater China economists Haibin Zhu and Grace Ng for a discussion on China’s reopening and the latest economic developments. Explore key markets and topics including real est...

What’s The Deal? | From IPOs to AI: Deep Dive on Tech Investment Banking from 2023-05-25T11:35:59

Join host Evan Junek as he catches up with Chris Grose, Co-Head of Technology Investment Banking for North America, to uncover the key themes and insights shared at J.P. Morgan’s 51st Annual Tec...

Market Matters | | Data Assets&Alpha Group: A Conversation with Anna Stupnytska, Global Macroeconomist at Fidelity International from 2023-05-24T13:22:07

In this episode, Anna Stupnytska, Global Macroeconomist at Fidelity International, is in conversation with Eloise Goulder, Head of the Data Assets & Alpha Group. Anna runs through key...

Market Matters | FICC Market Structure: What’s All the Buzz Around T+1? from 2023-05-23T12:38:52

It's official – the U.S. and Canada have decided to shorten the standard settlement cycle from two days after trade date (T+2) to T+1, scheduled to go live in May 2024. How might this...

Market Matters | Data Assets&Alpha Group: Is the China Recovery Theme Fading? from 2023-05-16T16:24:54

Recent activity data in China suggests a loss in momentum vs the re-opening recovery seen earlier this year.  As such, in this episode the team discuss recent developments in China an...

Research Recap | The Rise of Generative AI from 2023-05-11T11:56:59

In this episode of Research Recap, Mark Murphy, Head of U.S. Enterprise Software Research, and Gokul Hariharan, Co-Head of Asia Pacific Technology, Media and Telecom Research, discuss...

Research Recap | April Jobs Report from 2023-05-05T14:10:28

Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Curation and Strategy, discuss the April payrolls report.

This episode was recorded on May 5, 2023.

This...

What’s The Deal? | Driving Forward: Adapting to the Rapidly Evolving Auto Industry from 2023-05-04T11:25:40

Evan Junek, host of What’s The Deal?, interviews Mark Pinsky, Global Head of Auto and Equipment Investment Banking, to discuss the latest developments in the auto industry. They analyze the auto...

Market Matters | Data Assets&Alpha Group: A Focus on Quant Strategies with Hedge Fund Allocator Pierre Chabran from 2023-05-02T13:11:18

In this episode, Pierre Chabran, from J.P. Morgan's Asset Management’s Hedge Fund Solutions Group, runs through the evolution in landscape of quantitative investment strategies; also ...

Research Recap | The Future of Big Tech from 2023-04-27T12:05:12

In the inaugural episode of “Research Recap,” learn more about the headwinds Big Tech firms are experiencing, the opportunities they can lean into and the overall outlook for the indu...

Introducing Research Recap from 2023-04-24T14:52:22

We’re excited to introduce Research Recap, our newest podcast series on Making Sense. Every two weeks, we’ll bring you the latest news and views from our award-winning Research analys...

Market Matters | Data Assets and Alpha Group: A New Dawn For Japanese Equities? from 2023-04-19T10:56:15

In this episode, the DA&A Group discuss the investment case for Japanese equities post recent positive comments from Warren Buffett, based on the team’s proprietary data and fundament...

Market Matters | Data Assets&Alpha Group: A Conversation with Man Group’s Chief Risk Officer Darrel Yawitch from 2023-04-06T11:25:04

In this episode, Man Group’s Chief Risk Officer, Darrel Yawitch, is in conversation with Eloise Goulder, Head of the Data Assets & Alpha Group. Darrel discusses how data is critical t...

Market Matters | Leaving LIBOR Part VI: The End Is In Sight from 2023-04-04T12:43:50

In this episode, we discuss the continued development of derivative and cash Secured Overnight Financing Rate (SOFR) markets, the progress of contract remediation across products and ...

What’s The Deal? | The Power of Clean Technology: A Conversation with Marc Borrett from 2023-03-30T13:08:15

Join David Rawlings, host of What’s The Deal?, as he chats with innovation entrepreneur, Marc Borrett, Co-Founder and CEO of Reactive Technologies. They dive into clean technology and...

Market Matters | Data Assets&Alpha Group: Market Structure and the Decline in European Liquidity from 2023-03-22T11:19:51

In this episode, the group delves into market structure dynamics, assessing the rise in turnover and liquidity in US markets over the last c.7yrs, vs the decline in Europe. They also ...

What’s The Deal? | Unlocking the Power of People-Enabled Businesses Post-Pandemic from 2023-03-09T10:51:24

Dana Weinstein, Head of Consumer, Retail and Business Services Investment Banking, talks to Evan Junek from the Corporate Finance Advisory group about the dynamics of people-enabled b...

Market Matters | Data Assets&Alpha Group: Assessing Risk / Reward for Asian Equities Post a Modest Pullback from 2023-03-07T12:49:21

In this episode, the DA&A Group dive into Asian markets, focusing on the extent to which Chinese equities are still benefitting from re-opening tailwinds, and how Japanese equities co...

Market Matters | Data Assets&Alpha Group: Macro and Positioning Views – Feb 2023 from 2023-02-28T11:47:25

In this episode, the DA&A Group focus on macro developments across US markets, discussing the Fed, inflation / growth data, and tactical views across sectors/factors. They also discuss what posi...

Market Matters | Data Assets&Alpha Group: Retail Activity Amid The January Equity Rally from 2023-02-27T14:46:14

In this episode, Peng Cheng, Head of Big Data and AI Strategies, explores US retail trading activity.  He covers the extent to which retail investors have been buying equities amid th...

What’s The Deal? | U.S. Inflation Reduction Act: Mobilizing for an Opportunity of a Lifetime from 2023-02-23T11:19:38

The passage of recent U.S. legislation, including the Bipartisan Infrastructure Law, Inflation Reduction Act, and CHIPS and Science Act, is expected to transform how the world creates...

Market Matters | FICC Market Structure: The Electronic Trading Evolution from 2023-02-21T10:39:06

One of the biggest drivers of market structure change has been the growth of electronic trading. In this podcast, Kate Finlayson, Head of FICC Market Structure, Chi Nzelu, Head of FIC...

Market Matters | Data Assets&Alpha Group: DATA DEEP-DIVE: Signal from the Noise Framework from 2023-02-14T06:00

In this episode, the group provides a deep-dive into their Signal from the Noise framework, explaining the context, framework and methodology. They also explain their recent expansion of the fra...

Market Matters | Data Assets&Alpha Group: A YTD Short Squeeze – Assessing Global Equity Signals From Here from 2023-02-07T12:39:23

In this episode, the group dig into the YTD rally in global equities, looking at the extent to which it has been a pain trade, with shorts squeezing and popular ‘momentum’ equities un...

Market Matters | FICC Market Structure: Our Watchlist for 2023 from 2023-02-06T13:25:20

This podcast explores key themes and drivers of market structure change that are likely to be top of mind for buy- and sell-side market participants. Kate Finlayson, Penn Nee Chow and...

What’s The Deal? | Conversations with Dealmakers: Jennifer Nason from 2023-02-02T11:16:23

How does a self-professed “accidental banker” from Australia become a Global Chair of Investment Banking at J.P. Morgan’s New York headquarters?   

In this episode, ...

Market Matters | Data Assets&Alpha Group: A Focus on European Equities Post a Strong Rally from 2023-01-24T14:49

In this episode the DA&A Group focus on European equity markets, following the tremendous rally since September ‘22 in which the Stoxx600 has regained c.2/3rds of 2022 losses. They ho...

What’s The Deal? | Striking Facts That Will Impact Corporate Decision Making in 2023 from 2023-01-19T17:17:02

Stimulus, value, capital and investment — these are the four key themes that emerged from the 2023 “10 Striking Facts” report from our Corporate Finance Advisory team and captured in our latest ...

Market Matters | Data Assets&Alpha Group: Macro and Positioning Views – Jan 2023 from 2023-01-10T16:45:41

In this episode, the DA&A Group focus on US markets, discussing the macro landscape, economic expectations around recessionary risks, and inflation implications. They also discuss what positioni...

What’s The Deal? | Values-Driven Leadership: A Conversation with Alex Gorsky from 2023-01-04T15:01:46

What does it mean to be a values-driven leader? In this episode, David Rawlings, CEO for JPMorgan Chase & Co. in Canada, sits down with Johnson & Johnson’s former Chairman and CEO, Alex Gorsky. ...

Market Matters | Data Assets&Alpha Group: a 2022 Year in Review (And Market Views From Here) from 2022-12-13T11:02:53

In this episode, the group explore markets through 2022, looking at regional and thematic performance, positioning, sentiment, and the evolving macro narrative from inflation to growth concerns....

What’s The Deal? | Conversations with Dealmakers: Robbie Huffines from 2022-12-08T10:33:31

Robbie Huffines, Global Chair of Investment Banking at J.P. Morgan, speaks to Catherine Guan from the Corporate Finance Advisory team about his career. Robbie first set foot in the investment ba...

Market Matters | FICC Market Structure: The Outlook on ESG with Chuka Umunna from 2022-12-05T11:34:06

How are countries and individual firms balancing climate goals amid the ongoing energy crisis? In this episode, Chuka Umunna (EMEA Head of ESG) speaks to Kate Finlayson ...

What’s The Deal? | Raise Capital When You Can: Guidance for Mid-Caps from 2022-12-02T18:21:39

J.P. Morgan has long been an advisor to large-cap companies, but what about the middle market? John Richert, Head of Regional Investment Banking, talks to Evan Junek from the Corporat...

Market Matters | Data Assets&Alpha Group: Have European Equities Rallied Too Far, Too Fast? from 2022-11-29T14:47:05

In this episode, the team focus on the strong rally in European equities from the late September lows, and whether it is sustainable. Krupa Patel, Head of International Market Intelli...

What’s The Deal? | Conversations with Dealmakers: Liz Myers from 2022-11-17T13:02:27

In this episode, Liz Myers, Global Chair of Investment Banking, Equity Capital Markets, speaks to Catherine Guan from J.P. Morgan’s Corporate Finance Advisory team, about her journey ...

Market Matters | Data Assets&Alpha Group: A Focus on the Retail Investor from 2022-11-14T13:06:52

In this episode, Peng Cheng dives into retail investor behavior and recent retail trading activity. Retail activity has grown enormously since the start of COVID, which begs the quest...

Market Matters | FICC Market Structure: Making Sense of SA-CCR – Exploring Opportunities in FX from 2022-11-09T11:01:32

Why is SA-CCR often referenced when it comes to FX swaps and forwards? With the first year of mandatory SA-CCR application by US banks almost behind us, Kate Finlayson, Global Head of...

What’s The Deal? | Development Finance: ESG for Emerging Markets from 2022-11-03T11:19:28

In this podcast, Rama Variankaval, Global Head of Corporate Finance Advisory and Center for Carbon Transition, talks to Faheen Allibhoy, Head of the J.P. Morgan Development Finance Institution (...

Market Matters | Data Assets&Alpha Group: Macro and Positioning Views – Nov 2022 from 2022-11-01T10:24:03

In this episode, the DA&A Group discusses investor positioning amid recessionary fears and potential timing of an economic downturn. They also discuss the Fed’s direction and what positioning an...

What’s The Deal? | Dynamic Times in Capital Markets from 2022-10-21T14:08:54

Michael Millman, Global Chair of Investment Banking, and Carly Roddy, Head of West Coast Private Capital Markets, discuss trends driving capital formation across public and private equity market...

Market Matters | Data Assets&Alpha Group: Is It Time to Look Past Inflation? A Focus on the US and UK from 2022-10-14T12:40:21

In this episode, the team focus on inflation in the US and the UK, and discuss whether yesterday’s market rally post the hotter than expected September US CPI print could be the start...

What’s The Deal? | The Golden Age of Media and Communications from 2022-10-10T09:53:37

“The media and communications sector is like the NFL of investment banking.” Fred Turpin, Global Head of Media and Communications Investment Banking at J.P. Morgan, speaks to Evan Jun...

Market Matters | Data Assets&Alpha Group: How Low Is Sentiment? And Implications for Equities from 2022-10-07T14:28:20

In this episode the team focus on trends in market sentiment across the globe, and assess what current sentiment says about market conditions today, in light of the regular incoming q...

Market Matters | Data Assets&Alpha Group: A Discussion on Latest Developments in the UK, and the Impact on Markets from 2022-10-04T12:00:35

In this episode the team dives into the UK, post the new government’s mini-budget announcement and subsequent market volatility. Krupa Patel, Head of International Market Intelligence...

What’s The Deal? | How to Build a $13 Billion Tech Startup from 2022-10-03T14:52:14

In this special episode of “What’s The Deal?” we hear about the journey of tech startup, Celonis and how it went from college startup in 2011 to reach a valuation of almost $13 billio...

Market Matters | Data Assets&Alpha Group: Macro and Positioning Views – Sep 2022 from 2022-09-20T13:33:56

In this episode, the DA&A Group discusses how investors were positioned heading into the CPI print and the key near-term catalysts going forward. They also discuss what positioning an...

Market Matters | Data Assets&Alpha Group: Is It Time to Look Past the “Bad News” in Europe? from 2022-09-15T12:21:11

In this episode the team dives into European markets, interviewing Krupa Patel, Head of the International Market Intelligence team within the Data Assets & Alpha Group. Krupa addr...

Market Matters | Data Assets&Alpha Group: Delving Into the Long Run from 2022-09-13T09:55:31

In this episode the DA&A Group dive into the very long run, interviewing Fredrik Giertz on his ‘Strategic Index Fundamental Toolkit’, or SIFT data set. This data set, developed by Fre...

What’s The Deal? | Conversations with Dealmakers: Carlos Hernandez from 2022-09-12T10:19:18

As part of our What’s The Deal? podcast, we’ve launched “Conversations with Dealmakers,” where colleagues share their journeys in investment banking.

In our first ep...

Market Matters | Data Assets&Alpha Group: How Much Have Investors Bought Amid the Rally? from 2022-08-23T09:55:59

In this episode the DA&A Group focus on how much investors have bought the market rally through mid-June to August, assessing their data across different types of Hedge Funds (e.g. qu...

Collateral Insights | Digital Assets and How They Can Transform Collateral Markets from 2022-08-17T09:49:22

Digital assets have the potential to transform the way the collateral markets operate. This episode discusses how the adoption of digital assets into the collateral ecosystem will lik...

Market Matters | FICC Market Structure: Why Is Everyone Talking About the U.S. Treasury Market? from 2022-08-10T10:56:35

With all eyes on the U.S. Treasury market as policy makers look to enhance its resilience, Meridy Cleary from the FICC Market Structure team sits down with Gil Holmes, Head of Global ...

Market Matters | Data Assets&Alpha Group: Is Asia Still the Bright Spot in the Global Economy? Our International Market Intelligence Team Share Their Thoughts from 2022-08-08T11:11:24

In this episode the DA&A Group focus on whether Asia is still the bright spot in the global economy in light of the recent macro & political newsflow in China; they assess tactical ri...

What’s The Deal? | What’s Powering the Energy Sector Today? from 2022-08-05T16:18:25

Energy prices are up around 75% year to date — and they’re likely to become even more volatile. Jay Horine, Global Head of Energy, Power and Renewables at J.P. Morgan, and Evan Junek,...

What’s The Deal? | Unpacking 2022 Shareholder Activism Trends from 2022-07-29T09:19:20

Global shareholder activism has returned to pre-pandemic levels, with significant activity happening behind the scenes in 2022. This podcast reflects on global trends and strategies for boards a...

Market Matters | Data Assets&Alpha Group: What JP Morgan Trading Data Assets Currently Say About Market Conditions. Eloise Goulder, DA&A Team Head Explains from 2022-07-26T11:10:35

In this episode Edwina Lowe, Product Specialist within the Data Assets & Alpha Group, interviews Eloise Goulder, Head of the Data Assets & Alpha Group, on what proprietary JP ...

Market Matters | Data Assets&Alpha Group: Are We There Yet? Assessing The State of Equity Positioning from 2022-07-12T10:04:31

In this episode of the Data Assets & Alpha Group podcast series, Eloise Goulder, Head of Data Assets & Alpha Group, is joined by John Schlegel, Head of Positioning Intelligence. The pair assess ...

Market Matters | Data Assets&Alpha Group: Assessing US Market Opportunities Ahead of Q2 Earnings from 2022-06-29T08:29:05

In this episode of the Data Assets & Alpha Group podcast series, Eloise Goulder, Head of Data Assets & Alpha Group, is joined by Andrew Tyler, Head of US Market Intelligence, to asses...

What’s The Deal? | Given Rising Recession Risk, How Will Capital Markets Play Out This Year? from 2022-06-27T12:27:28

The recent market movements are driving issuers and investors to reassess their financing needs from a capital markets perspective. Kevin Foley, Global Head of Debt Capital Markets un...

Market Matters | Data Assets&Alpha Group: Assessing Risk/Reward In Equity Markets Through JPM Data Signals from 2022-06-17T09:48:20

In this inaugural episode of the Data Assets & Alpha Group podcast series, Eloise Goulder, Head of Data Assets & Alpha Group, is joined by Krupa Patel, Head of International Market Intelligence,...

What’s The Deal? | A Confluence of Forces: Being Prepared for Challenges and Opportunity from 2022-06-09T14:52:17

Rama Variankaval, our Global Head of Corporate Finance Advisory and Center for Carbon Transition, talks with Fernando Rivas, Head of North America Investment Banking. They unpack the ...

Introducing “Making Sense” from 2022-05-17T17:19

Unveiling our new podcast channel which will bring you regular episodes from J.P. Morgan’s Corporate & Investment Bank.

The views expressed in this podcast may not necessarily ...

An Update From What’s the Deal from 2022-05-09T16:52

Later this month, we’ll move our show to a newly created channel called "Making Sense" by J.P. Morgan, where we’ll continue the conversation with our executives across the firm and global busine...

An Update From Market Matters from 2022-05-09T16:40:39

Later this month, we will change our show name to "Making Sense", where you can still listen to future episodes of our show as well as other podcasts produced by the Corporate and Investment Ban...

What’s the Deal? | How Market Volatility Is Reshaping Corporate Strategy - Part II from 2022-05-09T12:36

In part II of this podcast, Rama Variankaval dives deeper into current market trends, including Fed rate increases, quantitative tightening and carbon transitioning, and how they are influencing...

What’s the Deal? | How Market Volatility Is Reshaping Corporate Strategy - Part I from 2022-05-09T12:19

In part I of this podcast, Rama Variankaval, global head of J.P. Morgan’s Corporate Finance Advisory and Center for Carbon Transition, shares his views on how geopolitical conflicts, climate cha...

What’s the Deal? | How Is Blockchain Changing the Way We Do Business? Part II from 2022-05-06T18:12

In part II of this podcast, Huw Richards and Tyrone Lobban further explore blockchain, digging into NFTs, metaverse and decentralized autonomous organization (DAO), and how these applications ar...

What’s the Deal? | How Is Blockchain Changing the Way We Do Business? Part I from 2022-05-06T18:10

In part I of this podcast, our host Huw Richards is joined by Tyrone Lobban, head of Blockchain Launch, Onyx by J.P. Morgan, to discuss how blockchain technology, smart contracts, tokenization a...

Collateral Insights | Part 2: Preparing for Uncleared Margin Rules (UMR) from 2022-05-05T10:48:54

In advance of the final implementation phase of UMR, this episode discusses how the industry is evolving beyond regulatory compliance and towards efficient resource mana...

Market Matters | Capital Advisory Group Part V: Harnessing Machine Learning for Better ESG Outcomes from 2022-04-22T13:16:49

In this podcast episode, Kumar Panja, head of J.P. Morgan’s EMEA Capital Advisory Group discusses applying machine learning to aspects of ESG, SDG and Natural Language Processing with three expe...

Market Matters | Leaving LIBOR Part V: SOFR Takes Over from 2022-03-28T12:35:29

Join us to hear about the latest on LIBOR transition as the Secured Overnight Financing Rate overtakes USD LIBOR traded volume for the first time. We discuss all the key areas Firms s...

What’s the Deal? | Creating a Sustainable Global Food System from 2022-03-28T11:20

How can the global food system help address climate change and broader environmental sustainability? Moderator Huw Richards dives into this topic with Erik Oken, former Global Chairman of J.P. M...

Market Matters | FICC Market Structure: What’s Next for Electronic Trading? from 2022-03-25T10:14:44

It seems automation has seeped into many aspects of our daily lives – from the ways we communicate, to the ways we shop and travel – but how have financial markets embraced these efficiencies? K...

Collateral Insights | Preparing for UMR (Uncleared Margin Rules) from 2022-01-25T15:52:46

Focus on UMR is expected to grow as we approach implementation for phase 6 of the segregated initial margin rules and firms begin to analyze the impacts and considerations that will c...

Market Matters | FICC Market Structure: Our Watch-list for 2022 from 2021-12-10T13:53:05

With 2021 quickly wrapping up, the FICC Market Structure team outlines some of the topics front-and-center going into the New Year. Meridy Cleary sits down with Kate Finlayson and Barnaby Hodgki...

Market Matters | FICC Market Structure: Breaking Down Derivatives Clearing Trends from 2021-12-03T14:34:02

What are some of the drivers behind potential shifts in derivatives clearing activity? This question continues to be top of mind for many buy-side clients. Kate Finlayson, Global Head of FICC Ma...

Collateral Insights | Triparty Pledge and the Leading Drivers from 2021-12-02T16:06:19

Several drivers, including capital constraints and innovative solutions to mobilize previously hard-to-fund assets, have recently led to increased growth in pledge acros...

Market Matters | Leaving Libor Part IV: Approaching Year End from 2021-11-22T19:30

In this podcast episode, we discuss the latest developments in Secured Overnight Financing Rate (SOFR) markets and drivers for improvements in liquidity in the second half of the year. Thomas Pl...

What’s the Deal? | What Does It Take to Build a Modern Board? Part II from 2021-10-18T17:30

In part II of this podcast, Huw Richards picks back up again with Susan Chapman-Hughes and Rebecca Thornton to dive deeper on executing board strategies from sourcing diverse candidates to measu...

What’s the Deal? | What Does It Take to Build A Modern Board? Part I from 2021-10-18T16:48

In part I of this podcast, Huw Richards hosts guests, Susan Chapman-Hughes, board member of Toast and Smuckers, and Rebecca Thornton, head of J.P. Morgan’s Director Advisory Services group. Toge...

Market Matters | Global Equities Market Structure: Q3 2021 Update from 2021-10-18T12:44:29

In this podcast episode, Chloé Wachter, part of J.P. Morgan’s Global Liquidity Solutions team, hosts a conversation with global equities leaders including Simon Wade, APAC Head of Global Liquidi...

Collateral Insights | CSDR and Its Impacts on Securities Financing and Collateral Lending from 2021-10-13T13:49:36

With the third phase of the EU Central Securities Depositories Regulation (CSDR) set to go live in February 2022, trading counterparties and market infrastructures withi...

Collateral Insights | ESG – Exploring the Intersections From a Lender Perspective from 2021-10-12T11:09:26

As the global focus on ESG gains momentum, it’s essential for investors to have access to sustainable investing and securities lending solutions that support their ESG objectives as well as thei...

Market Matters | FICC Market Structure: Blockchain’s Market Impact from 2021-09-29T17:02:22

Kate Finlayson, global head of FICC Market Structure, has a conversation with Scott Lucas, head of Markets DLT, and Tyrone Lobban, head of Blockchain Launch, Onyx, to discuss how blockchain tech...

What’s the Deal? | How ESG Is Transforming Global Business and Industries from 2021-07-08T12:23

Marisa Buchanan, Head of Sustainability for JPMorgan Chase, and Brian Lehman, Head of the Green Economy coverage team in our Commercial Bank, reflect on ESG (environmental, social and governance...

Market Matters | Leaving LIBOR Part III: SOFR First from 2021-06-29T10:22:04

In this podcast episode, we discuss the latest developments in the transition away from the London Interbank Offered Rate (LIBOR) to the Secured Overnight Financing Rate (SOFR) and SOFR First, t...

What’s the Deal? | Navigating the Post-Brexit Roadmap Part I from 2021-05-25T11:49

In this two-part podcast, we explore what a post-Brexit world looks like. Our moderator Huw Richards, J.P. Morgan’s Head of Digital Investment Banking, is joined by the Rt Honorable Sajid Javid ...

What’s the Deal? | Navigating the Post-Brexit Roadmap Part II from 2021-05-25T11:49

In this two-part podcast, we explore what a post-Brexit world looks like. Our moderator Huw Richards, J.P. Morgan’s Head of Digital Investment Banking, is joined by the Rt Honorable Sajid Javid ...

Market Matters | FICC Market Structure: What Could Shape Access to Liquidity? from 2021-05-19T14:30:55

The availability of liquidity remains the top concern for traders according to the 2021 J.P. Morgan FICC e-Trading survey. Which macro-structural developments, execution trends and regulatory in...

Market Matters | Global Equities Market Structure Q1 2021 Update from 2021-05-08T11:30:19

In this podcast episode, Joanna Martin, head of Global Liquidity Solutions and co-Head of EMEA Equities Execution Services sales hosts a conversation with our global equities market structure sp...

What’s the Deal with Huw Richards: Coming Soon from 2021-02-10T17:37

A new podcast hosted by Huw Richards, Head of Digital Investment Banking at J.P. Morgan. From global pandemics to tech disruption, geopolitics and more, we’ll not only be talking about what matt...

The Future of the Trading Floor from 2021-01-31T22:10:42.023393

Technology has been transforming the trading floor over the past two decades, but advances and new tools are accelerating the process. “Digital" is a buzzword employed by many firms, but what are d...

Market Matters | Capital Advisory Group Part IV: The Future of ESG Investing from 2020-02-05T11:53:19

77% of managers said they didn’t know or didn’t think that ESG provided any alpha opportunities, according to a recent client study on ESG by the Capital Advisory Group.

In this podcast e...

Market Matters | Capital Advisory Group Part III: A View From U.S. Public Pensions On Alternative Investments from 2019-11-06T01:00

How have U.S. Public Pensions’ investments into alternatives shifted in recent years? In this podcast episode, Danielle Kaul from our Capital Advisory Group explores this recent shift with guest...

Market Matters | Capital Advisory Group Part II: The Evolution of the Endowment Model from 2019-09-18T01:00

Our Capital Advisory Group speaks with over 180 endowments and foundations across the globe with an average of $5.6 billion in assets under management. Monica Issar, global head of J.P. Morgan W...

Market Matters | Leaving Libor Part II: Benchmark Reform Around the World from 2019-06-26T01:00

The transition away from the London Interbank Offered Rate (LIBOR) is a global phenomenon that has the financial industry mobilizing ahead of a looming 2021 deadline. In aggregate,