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Making Sense

J.P. Morgan
jpmorgan.com
300 episodes

“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.

Episodes

E383

Staying a step ahead in the bold new era of shareholder activism

about 13 hours ago

21m


E382

The hidden costs of resilience: Financing the new supply chain reality

May. 12

27m


E381

April jobs report: “Better than expected,” signs of resilience, and AI’s impact

May. 8

10m


E380

The interplay between liquidity and collateral

May. 5

24m


E379

ETFs and mutual funds: What dual share classes could mean for investors

May. 4

27m


E378

How are retail investor dynamics shaping equity markets?

Apr. 29

17m


E377

Explaining the disconnect between geopolitics and markets

Apr. 27

28m


E376

Equities are back to all-time highs — what’s next?

Apr. 21

14m


E375

The credit mosaic: A unified approach to the future of trading

Apr. 17

17m


E374

Inflation in focus: Unpacking the March CPI report

Apr. 15

16m


E373

Security and Resiliency in Action: Supercharging the energy supply chain

Apr. 10

13m


E372

Private credit: Performance vs. liquidity

Apr. 7

15m


E371

March jobs report: Healthy labor market, slower supply, more volatility

Apr. 3

8m


E370

EMEA in Conversation | Eyes on Europe

Mar. 31

29m


E369

Portfolio trading is reshaping credit - here's how

Mar. 27

14m


E368

Why clean tech companies are critical for energy security

Mar. 24

21m


E367

Exploring the evolving Asian consumer and investor base with Dymon Asia

Mar. 20

19m


E366

Examining the AI value chain with Horizon Global Partners

Mar. 13

24m


E365

How are geopolitics and AI trends impacting leveraged finance?

Mar. 11

17m


E364

From stalling home prices to new reforms: Will US housing activity pick up?

Mar. 10

16m


E363

What lies ahead for Iran and the wider region?

Mar. 6

23m


E362

Blockchain breakthroughs: “You can’t innovate from afar”

Feb. 24

28m


E361

Inflation in focus: Unpacking the latest CPI report

Feb. 20

21m


E360

EMEA in Conversation | Middle East in Motion

Feb. 17

18m


E359

What's in store for the silver market in 2026?

Feb. 10

21m


E358

Is "another year of good growth" ahead for the US economy?

Feb. 6

9m


E357

AI Risk and opportunity: The state of tech lending

Feb. 3

20m


E356

Rally or retreat: What‘s next for US equities?

Jan. 27

16m


E355

What’s the outlook for credit financing in 2026?

Jan. 21

11m


E354

How events in Venezuela could reshape global commodities

Jan. 13

13m


E353

December Jobs Report: Will the US economy remain in a “low-hire, low-fire” mode?

Jan. 9

10m


E352

2026 Corporate Compass: Market resilience, AI and geopolitics

Jan. 6

23m


E351

2026 outlook: What’s next for markets and the global economy?

Dec. 18

41m


E350

The Supreme Court, executive power and market implications

Dec. 16

14m


E349

Mega deals and market shifts: 2025 investment banking recap and 2026 outlook

Dec. 12

25m


E348

Live from the trading floor: Views on global rates, FX, and EM

Dec. 11

12m


E347

Trading Insights: What to watch in equity markets heading into year-end

Dec. 2

15m


E346

AI, policy and the future of US power trading

Nov. 18

20m


E345

Trading Insights: Unpacking innovations in quantitative investment strategies (QIS)

Nov. 11

19m


E344

Uncharted territory: Unpacking the longest government shutdown on record

Nov. 7

12m


E343

“It’s not just innovation, it’s impact”: How AI is revolutionizing healthcare

Nov. 4

18m


E342

Live from Money20/20 Middle East: Moving money, shaping futures

Oct. 31

16m


E341

How stablecoins are reshaping global finance

Oct. 29

15m


E339

"Bending, not breaking": The global economy’s new normal

Oct. 24

26m


E338

Trading Insights: Exploring trend-following strategies with Lynx’s CEO

Oct. 21

17m


E337

Inside Tech Stars 2025: From IPOs to defense tech

Oct. 17

19m


E336

Trading Insights: US policy and the impact of tariffs

Oct. 7

14m


E335

Shutdown showdown: Economic and market impacts explained

Oct. 3

16m


E334

From geopolitics to rate cuts: What’s shaping commodities markets?

Sep. 30

20m


E333

Trading Insights: Why macro matters for systematic investors

Sep. 26

23m


E332

The data center surge: Building the backbone of the digital age

Sep. 23

18m


E331

Digital assets unveiled: Industry insights and regulatory shifts

Sep. 19

16m


E330

Rare earths, real impact: Inside the MP Materials deal

Sep. 15

12m


E329

Resilience and Risks: Insights from the European Leveraged Finance Conference

Sep. 12

22m


E328

Navigating the Future: How AI, energy and health care will impact the corporate landscape

Sep. 9

24m


E327

August jobs report: "The job market continues to soften"

Sep. 5

9m


E326

Trading Insights: Retail vs. institutional investor divergence

Sep. 2

15m


E325

The evolution of online sports betting

Aug. 29

18m


E324

M&A trends and opportunities: A global perspective

Aug. 26

21m


E323

Trading Insights: Behavioral biases and their impact on investing decisions

Aug. 22

20m


E322

What does the July CPI report tell us about inflation trends?

Aug. 12

20m


E321

Trading insights: “Staying positive, though markets could be choppier"

Aug. 5

13m


E320

July jobs report: A marked slowing in job creation

Aug. 1

9m


E319

Is AI the solution to data analytics challenges?

Jul. 29

14m


E318

A deep dive into financing in Latin America

Jul. 25

25m


E317

Trading Insights: Intraday options, levered ETFs and the retail investor

Jul. 22

17m


E316

Trading Insights: Systematic investing, with Aspect Capital’s co-founder Martin Lueck

Jul. 15

25m


E315

A CIO’s view: Insights from 30 years of hedge fund investing

Jul. 11

25m


E314

Empowering directors: Practical perspectives for boardroom success

Jul. 8

15m


E313

June jobs report: Better than expectations

Jul. 3

7m


E312

Uncertainty reigns: The market outlook at mid-year

Jun. 30

46m


E311

Serving up success: Crabel Capital Management’s evolution

Jun. 27

22m


E310

Navigating the hedge fund frontier: Insights from the Elo Pension Fund

Jun. 24

24m


E309

Trading Insights: Data in the discretionary investment process with AKO Capital’s CEO

Jun. 20

24m


E308

Trading Insights: The rise in European trading volumes

Jun. 17

17m


E307

A deep dive into the world of investment-grade private credit

Jun. 13

19m


E306

Private credit branches out

Jun. 10

23m


E305

May jobs report: “Steady as she goes”

Jun. 6

9m


E304

Are conditions favorable for an IPO market boom?

Jun. 3

21m


E303

Back to basis: Why the Treasury basis trade is in focus

May. 30

22m


E302

Navigating the bank loan market: Trends, volumes and strategies

May. 27

16m


E301

Trading Insights: All about alternative data

May. 23

23m


E300

Opportunities and headwinds for financial sponsors in 2025

May. 20

23m


E299

Humanoid robotics: A deep dive into automation’s next frontier

May. 16

11m


E298

Tariffs and trade tensions: How can companies manage the fallout?

May. 13

25m


E297

A new era of credit portfolio trading?

May. 9

9m


E296

Trading Insights: A tactical US equity rally?

May. 6

12m


E295

April jobs report: Solid growth stands out against economic uncertainty

May. 2

10m


E294

Securities taxation: Why custodians must adapt

Apr. 30

12m


E293

Trading Insights: Data vs. model – what’s more important?

Apr. 25

15m


E292

Navigating volatility: M&A and leveraged capital markets update

Apr. 22

21m


E291

President Trump’s first 100 days: What’s happened and what’s next?

Apr. 18

16m


E290

From tariffs to tightness: What’s happening in the US housing market?

Apr. 15

16m


E289

Leveraged finance trends: ‘Be ready to be nimble’

Apr. 11

22m


E288

Trading Insights: How the Bank of England harnesses AI and data

Apr. 8

27m


E287

Jobs, tariffs and the Fed: Recapping the March US employment report

Apr. 4

9m


E286

Navigating the future of sustainable finance

Apr. 2

13m


E285

Payments Unbound: The future of connected car payments

Apr. 1

20m


E284

Payments Unbound: Electric vehicles and the energy ecosystem

Mar. 28

19m


E283

Trading Insights: A structural shift in European geopolitics

Mar. 21

22m