
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.
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