Making Sense

By J.P. Morgan

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Episodes: 300

Description

“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.

Episode Date
Mega deals and market shifts: 2025 investment banking recap and 2026 outlook
Dec 12, 2025
Live from the trading floor: Views on global rates, FX, and EM
Dec 11, 2025
Trading Insights: What to watch in equity markets heading into year-end
Dec 02, 2025
AI, policy and the future of US power trading
Nov 18, 2025
Trading Insights: Unpacking innovations in quantitative investment strategies (QIS)
Nov 11, 2025
Uncharted territory: Unpacking the longest government shutdown on record
Nov 07, 2025
“It’s not just innovation, it’s impact”: How AI is revolutionizing healthcare
Nov 04, 2025
Live from Money20/20 Middle East: Moving money, shaping futures
Oct 31, 2025
How stablecoins are reshaping global finance
Oct 29, 2025
"Bending, not breaking": The global economy’s new normal
Oct 24, 2025
Trading Insights: Exploring trend-following strategies with Lynx’s CEO
Oct 21, 2025
Inside Tech Stars 2025: From IPOs to defense tech
Oct 17, 2025
Trading Insights: US policy and the impact of tariffs
Oct 07, 2025
Shutdown showdown: Economic and market impacts explained
Oct 03, 2025
From geopolitics to rate cuts: What’s shaping commodities markets?
Sep 30, 2025
Trading Insights: Why macro matters for systematic investors
Sep 26, 2025
The data center surge: Building the backbone of the digital age
Sep 23, 2025
Digital assets unveiled: Industry insights and regulatory shifts
Sep 19, 2025
Rare earths, real impact: Inside the MP Materials deal
Sep 15, 2025
Resilience and Risks: Insights from the European Leveraged Finance Conference
Sep 12, 2025
Navigating the Future: How AI, energy and health care will impact the corporate landscape
Sep 09, 2025
August jobs report: "The job market continues to soften"
Sep 05, 2025
Trading Insights: Retail vs. institutional investor divergence
Sep 02, 2025
The evolution of online sports betting
Aug 29, 2025
M&A trends and opportunities: A global perspective
Aug 26, 2025
Trading Insights: Behavioral biases and their impact on investing decisions
Aug 22, 2025
What does the July CPI report tell us about inflation trends?
Aug 12, 2025
Trading insights: “Staying positive, though markets could be choppier"
Aug 05, 2025
July jobs report: A marked slowing in job creation
Aug 01, 2025
Is AI the solution to data analytics challenges?
Jul 29, 2025
A deep dive into financing in Latin America
Jul 25, 2025
Trading Insights: Intraday options, levered ETFs and the retail investor
Jul 22, 2025
Trading Insights: Systematic investing, with Aspect Capital’s co-founder Martin Lueck
Jul 15, 2025
A CIO’s view: Insights from 30 years of hedge fund investing
Jul 11, 2025
Empowering directors: Practical perspectives for boardroom success
Jul 08, 2025
June jobs report: Better than expectations
Jul 03, 2025
Uncertainty reigns: The market outlook at mid-year
Jun 30, 2025
Serving up success: Crabel Capital Management’s evolution
Jun 27, 2025
Navigating the hedge fund frontier: Insights from the Elo Pension Fund
Jun 24, 2025
Trading Insights: Data in the discretionary investment process with AKO Capital’s CEO
Jun 20, 2025
Trading Insights: The rise in European trading volumes
Jun 17, 2025
A deep dive into the world of investment-grade private credit
Jun 13, 2025
Private credit branches out
Jun 10, 2025
May jobs report: “Steady as she goes”
Jun 06, 2025
Are conditions favorable for an IPO market boom?
Jun 03, 2025
Back to basis: Why the Treasury basis trade is in focus
May 30, 2025
Navigating the bank loan market: Trends, volumes and strategies
May 27, 2025
Trading Insights: All about alternative data
May 23, 2025
Opportunities and headwinds for financial sponsors in 2025
May 20, 2025
Humanoid robotics: A deep dive into automation’s next frontier
May 16, 2025
Tariffs and trade tensions: How can companies manage the fallout?
May 13, 2025
A new era of credit portfolio trading?
May 09, 2025
Trading Insights: A tactical US equity rally?
May 06, 2025
April jobs report: Solid growth stands out against economic uncertainty
May 02, 2025
Securities taxation: Why custodians must adapt
Apr 30, 2025
Trading Insights: Data vs. model – what’s more important?
Apr 25, 2025
Navigating volatility: M&A and leveraged capital markets update
Apr 22, 2025
President Trump’s first 100 days: What’s happened and what’s next?
Apr 18, 2025
From tariffs to tightness: What’s happening in the US housing market?
Apr 15, 2025
Leveraged finance trends: ‘Be ready to be nimble’
Apr 11, 2025
Trading Insights: How the Bank of England harnesses AI and data
Apr 08, 2025
Jobs, tariffs and the Fed: Recapping the March US employment report
Apr 04, 2025
Navigating the future of sustainable finance
Apr 02, 2025
Payments Unbound: The future of connected car payments
Apr 01, 2025
Payments Unbound: Electric vehicles and the energy ecosystem
Mar 28, 2025
Trading Insights: A structural shift in European geopolitics
Mar 21, 2025
Is the gender pay gap closing?
Mar 18, 2025
Payments Unbound: Tackling fraud in a digital world
Mar 14, 2025
30 years of growth: Insights from J.P. Morgan's Global Leveraged Finance Conference
Mar 11, 2025
Trading Insights: Navigating US equity market fluctuations
Mar 04, 2025
The impact of EMIR 3.0 on Euro swaps trading
Feb 28, 2025
Trading Insights: Incorporating sustainability into the investment process
Feb 25, 2025
Trading Insights: Evolution of the markets structuring business
Feb 21, 2025
Debt Restructuring: Recent trends, insights and market dynamics
Feb 18, 2025
Trading Insights: Can US exceptionalism keep its shine?
Feb 14, 2025
2025 e-Trading Insights: What’s top of mind for institutional traders?
Feb 11, 2025
January jobs report: 'A pretty favorable picture overall'
Feb 07, 2025
From uncertainty to opportunity: The future of EMEA dealmaking
Feb 04, 2025
Navigating Asia’s bond and equity markets
Jan 28, 2025
Trading Insights: Risk and reward for European equities post-YTD rally
Jan 24, 2025
Navigating the hedge fund frontier: Insights from CPP Investments
Jan 21, 2025
Trading Insights: US equities: Buy the dip or brace for volatility?
Jan 14, 2025
2025 Corporate Compass: Insights for a transformative year
Jan 07, 2025
A year of divergence: The market and economic outlook for 2025
Dec 19, 2024
Trading Insights: AI in the macro process, with Balyasny’s head of Macro Research & Chief Economist
Dec 13, 2024
“A year of surprises”: Global capital markets recap and 2025 outlook
Dec 12, 2024
Trading Insights: Thinking ‘Future Back’, with J.P. Morgan’s head of Corporate Futurism
Dec 10, 2024
Trading Insights: Long-term investing for a long-term mission, with Wellcome Trust
Nov 21, 2024
Trading Insights: A post-election rally in US equities
Nov 19, 2024
How Trump 2.0 could impact the global economy and markets
Nov 15, 2024
Trading Insights: QIS developments and the use of LLMs
Nov 12, 2024
How hedging market risk is changing
Nov 07, 2024
Navigating the hedge fund frontier: Insights on early-stage investing
Nov 05, 2024
More questions than answers in the October jobs report
Nov 01, 2024
How bond ETFs are shaping the trading landscape
Oct 29, 2024
The surge in ETFs: A great growth story
Oct 25, 2024
Tech Stars Conference: What's next for EMEA tech?
Oct 24, 2024
T+1 deep dive, part 2: Future outlook for Asia and Europe
Oct 22, 2024
T+1 deep dive, part 1: Lessons learned from the US rollout
Oct 18, 2024
The four W's driving food insecurity: War, weather, waste and water
Oct 16, 2024
Trading Insights: How high is positioning in US equities?
Oct 15, 2024
Trading Insights: An intersection between quant and fundamental investing, with Matt Jones, Global PM at Fidelity
Oct 11, 2024
Payments Unbound: The future of cross-border payments
Oct 10, 2024
Unpacking September's unexpectedly robust jobs report
Oct 04, 2024
What's driving growth for founders today?​
Oct 03, 2024
Debt capital markets: A post-summer deep dive​
Sep 19, 2024
Trading Insights: Evolution of the US ETF market
Sep 17, 2024
Leveraged finance markets: As good as it gets?
Sep 12, 2024
What’s next for private credit?
Sep 10, 2024
India's private equity boom: Insights and opportunities
Sep 05, 2024
Trading Insights: Tracking the retail investor via social media data
Aug 30, 2024
Recession or slowdown? Navigating uncertainty​
Aug 29, 2024
Pivotal themes in public finance
Aug 27, 2024
What’s in store for back-to-school spending?
Aug 23, 2024
Market recap: Key takeaways from August's volatility​
Aug 22, 2024
Power trading amps up
Aug 20, 2024
Advancing Alternatives: Robyn Grew, CEO of Man Group
Aug 16, 2024
Private credit in focus: A deep dive into direct lending​
Aug 15, 2024
Technology's role in the new private market landscape
Aug 13, 2024
Digitization of portfolio management and J.P. Morgan’s Vida platform
Aug 13, 2024
The future of food: A conversation with Infinite Roots​
Aug 08, 2024
Standout themes in Mexico’s FX and rates markets
Aug 06, 2024
Could July’s jobs report lead to a series of rate cuts?
Aug 02, 2024
Unpacking the investment banking outlook in Asia Pacific
Aug 01, 2024
Tactical US equity view as earnings ramp up
Jul 30, 2024
What’s the outlook for markets and the economy in post-election India?
Jul 26, 2024
Rowing to success at J.P. Morgan
Jul 25, 2024
The market outlook at mid-year: A long road to normal
Jul 19, 2024
How is innovation reshaping the future of healthcare?​
Jul 18, 2024
Are animal spirits driving M&A in the UK and EMEA?
Jul 16, 2024
Powering growth through partnership: Mid-Cap investment banking & financial sponsors
Jul 12, 2024
US equities at all-time highs
Jul 10, 2024
Does the June jobs report indicate a soft landing?
Jul 08, 2024
What’s shaping the capital markets in 2024?
Jul 08, 2024
The evolution of FICC markets
Jul 05, 2024
The AI supply chain, with Timefolio’s Singapore CIO
Jul 02, 2024
What’s driving rent inflation?
Jun 28, 2024
The Tech Pulse: Inside the 2024 technology investment landscape
Jun 27, 2024
Data Assets & Alpha Group: An underperformance in European equities
Jun 25, 2024
State of the High Yield Debt Capital Markets​
Jun 21, 2024
J.P. Morgan’s Board Summit: Takeaways for Directors in 2024
Jun 14, 2024
Data Assets & Alpha Group: Extending the trend, with J.P. Morgan’s Lead CTA Structurer
Jun 11, 2024
May jobs report exceeds expectations
Jun 07, 2024
IPO Comeback: What’s driving the uptick?
Jun 06, 2024
What are the implications of the upcoming elections?
May 31, 2024
Data Assets & Alpha Group: Harnessing equity alphas, with Jupiter’s Head of Systematic Equities (Part 2)
May 29, 2024
Data Assets & Alpha Group: Harnessing Equity Alphas, with Jupiter’s Head of Systematic Equities (Part 1)​
May 28, 2024
High Tides Lift All Boats: Connecting for Success at J.P. Morgan's Board Summit
May 23, 2024
FICC Market Structure: The evolving execution ecosystem
May 20, 2024
How are streaming platforms reshaping entertainment?
May 17, 2024
Unpacking renewable energy across Asia Pacific
May 16, 2024
More upside risks for the oil market?
May 15, 2024
Data Assets & Alpha Group: A special-situations approach to Alpha, with Blantyre Capital’s Founder and CIO
May 14, 2024
April jobs report shows signs of cooling
May 03, 2024
Data Assets & Alpha Group: An equities dip to be bought?
Apr 30, 2024
Data Assets & Alpha Group: Equity concentration risks and the retail investor
Apr 23, 2024
FICC Market Structure: Tapping into Asia’s markets
Apr 22, 2024
Data Assets & Alpha Group: Evolution of data management – and where to next
Apr 16, 2024
Mobilizing development finance in Asia Pacific
Apr 09, 2024
How is the generative AI landscape evolving?
Apr 08, 2024
March jobs report underscores labor market tightness
Apr 05, 2024
How can tax equity spur the energy transition?
Apr 04, 2024
Data Assets & Alpha Group: APAC equity market structure & the liquidity landscape
Apr 02, 2024
How are rising cocoa prices impacting chocolate brands?
Apr 01, 2024
The EMEA Brief: Unpacking investment banking dynamics in the region
Mar 28, 2024
The Future of Development Finance: Balancing impact and returns
Mar 25, 2024
Data Assets & Alpha Group: What’s next for European equities?
Mar 19, 2024
Is demand for electric vehicles slowing down?
Mar 18, 2024
Navigating the Green Investment Frontier: Insights from the Clean Tech Stars Conference
Mar 14, 2024
Data Assets & Alpha Group: Data in the stock picking process, with BlackRock’s EMEA CIO of Fundamental Equities
Mar 12, 2024
Some signs of cooling in the February jobs report
Mar 08, 2024
Soft Landing? M&A Boom? Unpacking the Global High Yield & Leveraged Finance Conference
Mar 05, 2024
Data Assets & Alpha Group: A macroeconomic approach to investing, with Fulcrum’s Chief Research Officer
Feb 27, 2024
FICC Market Structure: Blockchain’s case for liquidity
Feb 26, 2024
China’s economic outlook and policy pathways for 2024
Feb 23, 2024
Strategic investment themes for 2024
Feb 20, 2024
Data Assets & Alpha Group: Can US equities break even higher?
Feb 16, 2024
What to expect at the 2024 High Yield & Leveraged Finance Conference?
Feb 15, 2024
FICC Market Structure: The future of electronic trading
Feb 06, 2024
Surprising payroll and wage gains in the latest jobs report
Feb 02, 2024
Data Assets & Alpha Group: Asset Allocation amid Climate Risks, with Fidelity Intl Macroeconomist
Jan 30, 2024
A bullish outlook for gold in 2024?
Jan 26, 2024
“Opening with a Bang”: An update on the European Leveraged Finance Markets
Jan 25, 2024
The Global Economy in 2024: Trends and Surprises with Michael Cembalest
Jan 23, 2024
Insights from J.P. Morgan’s 42nd Healthcare Conference
Jan 19, 2024
2024 Global Inflation Outlook
Jan 17, 2024
Data Assets & Alpha Group: 2023 Surprises and a Look Ahead
Jan 16, 2024
A Guide to Navigating 2024 for Corporate Decision Makers
Jan 10, 2024
Data Assets & Alpha Group: US Macro & Positioning Views - January 2024
Jan 09, 2024
December jobs report beats estimates
Jan 05, 2024
Data Assets & Alpha Group: The Evolution of Systematic Strategies, with Aspect Capital’s CEO (Part 2)
Jan 04, 2024
FICC Market Structure: Uncovering Key Trends in EM Swaps
Jan 03, 2024
Data Assets & Alpha Group: The Evolution of Systematic Strategies, with Aspect Capital’s CEO (Part 1)
Jan 02, 2024
What’s the Outlook for Holiday Shopping This Season?
Dec 21, 2023
Data Assets & Alpha Group: Demystifying AI in the Financial Domain (Part 2)
Dec 15, 2023
2024 Outlook: Windows of Opportunity, Bouts of Volatility
Dec 14, 2023
Data Assets & Alpha Group: Demystifying AI in the Financial Domain (Part 1)
Dec 13, 2023
FICC Market Structure: Breaking Down Basel III: What the US Proposals Could Mean
Dec 11, 2023
Does the November Jobs Report Point to a Soft Landing?
Dec 08, 2023
2024 Investment Banking Outlook
Dec 07, 2023
Why is Cybersecurity in the Spotlight?
Dec 04, 2023
The Growing Appetite for Obesity Drugs
Dec 01, 2023
How Can Sustainable Finance Make a Global Impact?
Nov 30, 2023
A Perfect Storm of Growth in Debt Private Placements
Nov 22, 2023
What’s the Outlook for Energy Markets in 2024?
Nov 17, 2023
Data Assets & Alpha Group: The Case For Further Near-Term US Upside
Nov 16, 2023
Ready to Navigate Market Windows?
Nov 09, 2023
Signs of Softening in the October Jobs Report
Nov 03, 2023
Data Assets & Alpha Group: Trend-following in alternative markets, with Florin Court’s Deputy CIO
Nov 01, 2023
Will Halloween Lead to a Strong Holiday Season?
Oct 31, 2023
Key Takeaways From the IMF/World Bank Annual Meetings
Oct 27, 2023
Considering an IPO? Themes and Thoughts on the Next Wave
Oct 26, 2023
Is The Economy on Track for a Soft Landing?
Oct 20, 2023
Setting New Standards for Corporate Hybrid Bonds
Oct 19, 2023
Data Assets & Alpha Group: Using Complex AI Techniques to Invest; with HF Founder Renee Yao
Oct 18, 2023
FICC Market Structure: Top of Mind Themes for Q4
Oct 17, 2023
Are There More Optimistic Times Ahead for Europe?
Oct 12, 2023
Data Assets & Alpha Group: Diving into Social Sentiment, with BUZZ Index Founder Jamie Wise
Oct 10, 2023
What’s Scott Galloway’s Secret to Good Leadership?
Oct 09, 2023
September Jobs Report Exceeds Expectations
Oct 06, 2023
Data Assets & Alpha Group: A Discretionary Investing Lens, with Carmignac’s UK CEO
Oct 03, 2023
Debt Capital Markets Have Turned a New Leaf This Fall
Sep 28, 2023
Data Assets & Alpha Group Podcast: UK – Overlooked but Ripe with Opportunities
Sep 26, 2023
Hollywood Strikes and the Broader Media Industry
Sep 22, 2023
What Is Behind the Rise in Shareholder Activism?
Sep 21, 2023
Data Assets & Alpha Group: AI in the Investment Process
Sep 19, 2023
Data Assets & Alpha Group: Assessing the Equities Positioning Headroom
Sep 13, 2023
What Is the Outlook for European Leveraged Finance Markets?
Sep 12, 2023
Why is China’s Electric Vehicle Industry on the Rise?
Sep 08, 2023
FICC Market Structure: What’s Fueling Emissions Trading?
Sep 05, 2023
Supply Offsets Demand in the August Jobs Report
Sep 01, 2023
Will Debt Markets Find Their Way in 2024?
Aug 31, 2023
Data Assets & Alpha Group: An Emerging European Retail Investor
Aug 29, 2023
What Are the Trends Driving the Automotive Industry?
Aug 25, 2023
Depositary Receipts Educational Series for APAC & LATAM
Aug 23, 2023
Top Long-Term Risks for Investors
Aug 17, 2023
Data Assets & Alpha Group: US Macro & Positioning Views
Aug 15, 2023
El Niño and the Impact on Agriculture
Aug 11, 2023
Data Assets & Alpha Group: US Exceptionalism vs Intl Equities
Aug 08, 2023
July Jobs Report
Aug 04, 2023
Tech Financing: A Goldilocks Scenario?
Jul 27, 2023
The State of the US Housing Market
Jul 21, 2023
Data Assets & Alpha Group: Can US Equities Push Even Higher?
Jul 14, 2023
The Power of Data in Private Markets
Jul 13, 2023
Data Assets and Alpha Group: H1 2023 in Review (And Market Views From Here)
Jul 11, 2023
June Jobs Report
Jul 07, 2023
M&A and LBOs: Financing Trends Across the Leveraged Capital Markets
Jul 06, 2023
View From the Board: Strategies for Effective Governance
Jun 29, 2023
Mid-Year Outlook 2023
Jun 23, 2023
Data Assets & Alpha Group: Time Traveler: A Look Back in Time, with Fredrik Giertz (Part 2)
Jun 22, 2023
Data Assets & Alpha Group: Time Traveler: A Look Back in Time with Fredrik Giertz (Part 1)
Jun 20, 2023
What’s the Outlook for Summer Travel?
Jun 16, 2023
FICC Market Structure: Muni Market Momentum
Jun 15, 2023
Data Assets & Alpha Group: Chinese Equities - The Case For A Tactical Rebound
Jun 13, 2023
State of the Global Economy: A Conversation with Michael Cembalest
Jun 08, 2023
May Jobs Report
Jun 02, 2023
The Highs and Lows of the High Yield Market
Jun 01, 2023
Opportunities for Borrowers Navigating Uncertain Markets
May 31, 2023
Data Assets & Alpha Group: Diving Into US Equities (Positioning, Catalysts and the Path From Here)
May 30, 2023
What’s the Impact of China’s Reopening?
May 26, 2023
From IPOs to AI: Deep Dive on Tech Investment Banking
May 25, 2023
Data Assets & Alpha Group: A Conversation with Anna Stupnytska, Global Macroeconomist at Fidelity International
May 24, 2023
FICC Market Structure: What’s All the Buzz Around T+1?
May 23, 2023
Data Assets & Alpha Group: Is the China Recovery Theme Fading?
May 16, 2023
The Rise of Generative AI
May 11, 2023
April Jobs Report
May 05, 2023
Driving Forward: Adapting to the Rapidly Evolving Auto Industry
May 04, 2023
Data Assets & Alpha Group: A Focus on Quant Strategies with Hedge Fund Allocator Pierre Chabran
May 02, 2023
The Future of Big Tech
Apr 27, 2023
Introducing Research Recap
Apr 24, 2023
Data Assets and Alpha Group: A New Dawn For Japanese Equities?
Apr 19, 2023
Data Assets & Alpha Group: A Conversation with Man Group’s Chief Risk Officer Darrel Yawitch
Apr 06, 2023
Leaving LIBOR Part VI: The End Is In Sight
Apr 04, 2023
The Power of Clean Technology: A Conversation with Marc Borrett
Mar 30, 2023
Data Assets & Alpha Group: Market Structure and the Decline in European Liquidity
Mar 22, 2023
Unlocking the Power of People-Enabled Businesses Post-Pandemic
Mar 09, 2023
Data Assets & Alpha Group: Assessing Risk / Reward for Asian Equities Post a Modest Pullback
Mar 07, 2023
Data Assets & Alpha Group: Macro and Positioning Views – Feb 2023
Feb 28, 2023
Data Assets & Alpha Group: Retail Activity Amid The January Equity Rally
Feb 27, 2023
US Inflation Reduction Act: Mobilizing for an Opportunity of a Lifetime
Feb 23, 2023
FICC Market Structure: The Electronic Trading Evolution
Feb 21, 2023
Data Assets & Alpha Group: DATA DEEP-DIVE: Signal from the Noise Framework
Feb 14, 2023
Data Assets & Alpha Group: A YTD Short Squeeze – Assessing Global Equity Signals From Here
Feb 07, 2023
FICC Market Structure: Our Watchlist for 2023
Feb 06, 2023
Conversations with Dealmakers: Jennifer Nason
Feb 02, 2023
Data Assets & Alpha Group: A Focus on European Equities Post a Strong Rally
Jan 24, 2023
Striking Facts That Will Impact Corporate Decision Making in 2023
Jan 19, 2023
Data Assets & Alpha Group: Macro and Positioning Views – Jan 2023
Jan 10, 2023
Values-Driven Leadership: A Conversation with Alex Gorsky
Jan 04, 2023
Data Assets & Alpha Group: A 2022 Year in Review (And Market Views From Here)
Dec 13, 2022
Conversations with Dealmakers: Robbie Huffines
Dec 08, 2022
FICC Market Structure: The Outlook on ESG with Chuka Umunna
Dec 05, 2022
Raise Capital When You Can: Guidance for Mid-Caps
Dec 02, 2022
Data Assets & Alpha Group: Have European Equities Rallied Too Far, Too Fast?
Nov 29, 2022
Conversations with Dealmakers: Liz Myers
Nov 17, 2022
Data Assets & Alpha Group: A Focus on the Retail Investor
Nov 14, 2022
FICC Market Structure: Making Sense of SA-CCR – Exploring Opportunities in FX
Nov 09, 2022
Development Finance: ESG for Emerging Markets
Nov 03, 2022
Data Assets & Alpha Group: Macro and Positioning Views – Nov 2022
Nov 01, 2022
Dynamic Times in Capital Markets
Oct 21, 2022