Making Sense
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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....
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Examining the AI value chain with Horizon Global Partners
In this episode of J.P. Morgan's Making Sense, Fawaz Chaudhry, CIO of Horizon Global Partners (the equity thematic team at Fulcrum Asset Management) s...
How are geopolitics and AI trends impacting leveraged finance?
In this Making Sense episode, host Amaury Guzman is joined by Kevin Foley, global head of Capital Markets, and Tarek Hamid, head of North American Cre...
From stalling home prices to new reforms: Will U.S. housing activity pick up?
In this episode of Making Sense, Anthony Paolone, co-head of U.S. Real Estate Stock Research, and John Sim, head of Securitized Products Research, off...
What lies ahead for Iran and the wider region?
In this episode of J.P. Morgan’s Making Sense, Derek Chollet, head of the JPMorganChase Center for Geopolitics, sits down with Clare Kim, global head...
Blockchain breakthroughs: “You can’t innovate from afar”
In this episode of Making Sense, Kate Finlayson, Global head of the FICC Market Structure and Liquidity Strategy, is joined by Sandy Kaul, Executive V...
Inflation in focus: Unpacking the latest CPI report
In this episode of J.P. Morgan’s Making Sense, Phoebe White, a senior U.S. rates strategist and head of U.S. inflation strategy, sits down with senior...
EMEA in Conversation | Middle East in Motion
At the crossroads of tradition and transformation, the Middle East is setting a new pace for growth and global connectivity. Join James Fraser, head o...
What's in store for the silver market in 2026?
Silver has been on a volatile ride since the start of last year. In this episode, host Sam Azzarello, head of content strategy for Global Research, is...
Is "another year of good growth" ahead for the US economy?
The January jobs report may be delayed, but there are many other factors shaping the path forward for the U.S. economy. Join Lauren Brice from the Nor...
AI Risk and opportunity: The state of tech lending
In this episode of J.P. Morgan’s Making Sense, Jack Atherton from the EMEA Equity Capital Markets (ECM) market intelligence team, is joined by David D...
Rally or retreat? What's next for US equities?
Earnings season has kicked off, with the Magnificent Seven set to report over the next few weeks. What does the future hold for U.S. equities after th...
What’s the outlook for credit financing in 2026?
How are investors navigating tighter credit spreads and a surge in loan trading activity? In this episode, Brian LaRocca, head of Vida Portfolio Solut...
How events in Venezuela could reshape global commodities
Recent events in Venezuela have so far had limited immediate impact on global commodity markets — but the longer-term implications could be significan...
December Jobs Report: Will the US economy remain in a “low-hire, low-fire” mode?
Non-farm payrolls increased by just 50,000 in December while the unemployment rate dipped to 4.4%, reinforcing the “low-hire, low-fire” theme of the p...
2026 Corporate Compass: Market resilience, AI and geopolitics
In this episode of Making Sense, Rama Variankaval, head of Corporate Advisory at J.P. Morgan, is joined by Evan Junek, global head of Corporate Financ...
2026 outlook: What’s next for markets and the global economy?
The year ahead will likely be driven by three powerful forces: uneven monetary policy, the relentless AI cycle and deepening polarization across marke...
The Supreme Court, executive power and market implications
In this episode of J.P. Morgan’s Making Sense, Joyce Chang, chair of Global Research, is joined by Sarah Isgur, senior editor at The Dispatch and Supr...
Mega deals and market shifts: 2025 investment banking recap and 2026 outlook
How did investment banking clients navigate a year of uncertainty, and what’s next for dealmaking and capital markets? In this episode, Dorothee Bless...
Live from the trading floor: Views on global rates, FX, and EM
In this episode, Brady Leventhal, head of North America FX Sales for Hedge Funds, is joined by Matthew Franklin Lyons, head of Global Rates Trading an...
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...
AI, policy and the future of U.S. 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...
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 th...
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 M...
“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 presiden...
Live from Money20/20 Middle East: Moving money, shaping futures
In this episode, Veronique Steiner, head of EMEA Innovation Economy, and Lori Schwartz, global head of Treasury Services, sit down at Money20/20 Middl...
How stablecoins are reshaping global finance
In this episode, Kenneth Worthington, a Brokers, Asset Managers and Exchanges equity analyst at J.P. Morgan, is joined by Teresa Ho, head of U.S. Shor...
"Bending, not breaking": The global economy’s new normal
In this episode, Joyce Chang, chair of Global Research at J.P. Morgan, is joined by Jahangir Aziz, head of Emerging Markets Research, and Jay Barry, h...
Trading Insights: Exploring trend-following strategies with Lynx’s CEO
In this episode, Martin Kallström, CEO of Sweden-based systematic hedge fund Lynx Asset Management, is in conversation with Eloise Goulder, head of th...
Inside Tech Stars 2025: From IPOs to defense tech
What’s driving record venture capital flows into AI and defense tech? How are public markets and strategic buyers changing the game for tech founders?...
Trading Insights: US policy and the impact of tariffs
In this episode, Eloise Goulder sits down with William Tuttle, part of the Global Engagement team at J.P. Morgan, to explore the evolving landscape of...
Shutdown showdown: Economic and market impacts explained
In this episode, Samantha Azzarello, head of Content Strategy, is joined by Jay Barry, head of Global Rates Strategy, chief U.S. economist Mike Feroli...
From geopolitics to rate cuts: What’s shaping commodities markets?
In this episode, Greg Shearer, head of Base and Precious Metals Research, is joined by Natasha Kaneva, head of Global Commodities Research. Together,...
Trading Insights: Why macro matters for systematic investors
In this episode we hear from Ralph Sueppel, Managing Director at Macrosynergy, a London-based macroeconomic research and technology company that co-de...
The data center surge: Building the backbone of the digital age
In this episode, Fahmi Enam, head of Media Communications and Digital Infrastructure at J.P. Morgan Commercial Banking, is joined by Scott Wilcoxen, g...
Digital assets unveiled: Industry insights and regulatory shifts
In this episode, Tina Rathjen, from J.P. Morgan’s Securities Services Regulatory Practice, is joined by Kara Kennedy, co-head of Kinexys at J.P. Morga...
Rare earths, real impact: Inside the MP Materials deal
In this episode, Ben Wilson, head of Natural Resources M&A at J.P. Morgan, is joined by Kevin Colborne, co-head of North American Mining , and Andrew...
Resilience and Risks: Insights from the European Leveraged Finance Conference
In this episode, host Daniel Rudnicki Schlumberger, head of Leveraged Finance EMEA at J.P. Morgan, is joined by Andrew Crook, head of Leveraged Financ...
Navigating the Future: How AI, energy and health care will impact the corporate landscape
In this episode, Rama Variankaval, global head of Corporate Advisory and Evan Junek, global head of Corporate Finance Advisory, share insights from th...
August jobs report: "The job market continues to soften"
The August jobs report came in weaker than expected, with the U.S. economy adding just 22,000 jobs. The unemployment rate also crept up to 4.3% — the...
Trading Insights: Retail vs. institutional investor divergence
In this episode, join three members of the Data Assets & Alpha Group — group head Eloise Goulder, product specialist Edwina Lowe and head of Data Inte...