“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
Tuesday Jul 02, 2024
Tuesday Jul 02, 2024
In this episode, we hear from Jae Lee, CIO and CEO of Korean hedgefund Timefolio’s Singapore business. Jae discusses the importance of analyzing the supply chain to identify edge and alpha in stocks, components of the AI supply chain which are benefitting from greater barriers to entry and pricing power, use of data in this analysis, the extent to which Asian product segments will continue to grow in US and European markets, and how AI will increasingly impact our everyday lives. Jae Lee is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan.
Shownotes:
To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence
This episode was recorded on June 11, 2024.
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