“Making Sense,” the podcast channel from J.P. Morgan’s Corporate & 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
Thursday May 11, 2023
Thursday May 11, 2023
In this episode of Research Recap, Mark Murphy, Head of U.S. Enterprise Software Research, and Gokul Hariharan, Co-Head of Asia Pacific Technology, Media and Telecom Research, discuss the rise of generative AI. What are the benefits and drawbacks of the technology, and how will it transform the way companies work?
This episode was recorded on April 24, 2023.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures. Copyright 2023 JP Morgan Chase & Co. All rights reserved.
Friday May 05, 2023
Friday May 05, 2023
Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Curation and Strategy, discuss the April payrolls report.
This episode was recorded on May 5, 2023.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures. Copyright 2023 JP Morgan Chase & Co. All rights reserved.
Thursday May 04, 2023
Thursday May 04, 2023
Evan Junek, host of What’s The Deal?, interviews Mark Pinsky, Global Head of Auto and Equipment Investment Banking, to discuss the latest developments in the auto industry. They analyze the auto supply chain, technology evolution and general sector dynamics. Mark also shares his thoughts on the trends steering the industry in the back half of the year, including consolidation and vertical integration.
This episode was recorded on April 25, 2023.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2023 JPMorgan Chase & Company. All rights reserved.
Tuesday May 02, 2023
Tuesday May 02, 2023
In this episode, Pierre Chabran, from J.P. Morgan's Asset Management’s Hedge Fund Solutions Group, runs through the evolution in landscape of quantitative investment strategies; also discussing how he looks to identify successful HF managers in terms of their background and processes, and what the outlook looks like for this space. Pierre is interviewed by Eloise Goulder, Head of Data Assets & Alpha Group.
This episode was recorded on April 24, 2023.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2023 JPMorgan Chase & Company. All rights reserved.
Thursday Apr 27, 2023
Thursday Apr 27, 2023
In the inaugural episode of “Research Recap,” learn more about the headwinds Big Tech firms are experiencing, the opportunities they can lean into and the overall outlook for the industry. Doug Anmuth, Head of the U.S. Internet research team, and Samik Chatterjee, Head of the Telecom & Networking Equipment/IT Hardware research team, are interviewed by Jack Atherton, who covers Technology, Media and Telecom (TMT) Specialist Sales at J.P. Morgan.
This episode was recorded April 12, 2023.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures. Copyright 2023 JP Morgan Chase & Co. All rights reserved.
Monday Apr 24, 2023
Monday Apr 24, 2023
We’re excited to introduce Research Recap, our newest podcast series on Making Sense. Every two weeks, we’ll bring you the latest news and views from our award-winning Research analysts, who will cover everything from sector-specific trends to the overall state of the global economy.
This episode was recorded on March 21, 2023.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures. Copyright 2023 JP Morgan Chase & Co. All rights reserved.
Wednesday Apr 19, 2023
Wednesday Apr 19, 2023
In this episode, the DA&A Group discuss the investment case for Japanese equities post recent positive comments from Warren Buffett, based on the team’s proprietary data and fundamental analysis. Krupa Patel, Head of International Market Intelligence, is interviewed by Edwina Lowe, Product Specialist within the team.
This episode was recorded on April 17, 2023
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2023 JPMorgan Chase & Company. All rights reserved.
Thursday Apr 06, 2023
Thursday Apr 06, 2023
In this episode, Man Group’s Chief Risk Officer, Darrel Yawitch, is in conversation with Eloise Goulder, Head of the Data Assets & Alpha Group. Darrel discusses how data is critical to both discretionary and systematic investors, the importance of centralizing data ingestion and analytics processes and the key risks he is monitoring amid current market volatility.
This episode was recorded on April 3, 2023
To learn more from Man Group:
Websites:
Twitter:
· @mangroup https://twitter.com/ManGroup
· @manquanttech https://twitter.com/ManQuantTech
LinkedIn:
· @Man Group
Instagram:
· @thisismangroup https://www.instagram.com/thisismangroup/
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2023 JPMorgan Chase & Company. All rights reserved.
Tuesday Apr 04, 2023
Tuesday Apr 04, 2023
In this episode, we discuss the continued development of derivative and cash Secured Overnight Financing Rate (SOFR) markets, the progress of contract remediation across products and the impact of legislative efforts to reduce the potential for market disruption at U.S. Dollar London Interbank Offered Rate (LIBOR) cessation. As we enter the final months of transition, our presenters provide a final call to action ahead of the permanent cessation of USD LIBOR at the end of June, 2023.
This episode was recorded on March 7, 2023.
The views in this podcast do not necessarily reflect the views of JPMorgan Chase and Co or its affiliates. Collectively JP Morgan. This communication is provided for information purposes only. JP Morgan normally makes a market and trades as principal insecurities, other financial products and other asset classes that may be discussed in this for additional disclaimers and regulatory disclosures. For additional disclaimers and regulatory disclosures, please consult: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For further information about benchmark reform and the transition away from LIBOR, please visit https://www.jpmorgan.com/solutions/cib/markets/leaving-libor
Thursday Mar 30, 2023
Thursday Mar 30, 2023
Join David Rawlings, host of What’s The Deal?, as he chats with innovation entrepreneur, Marc Borrett, Co-Founder and CEO of Reactive Technologies. They dive into clean technology and the path to decarbonization, as Marc shares how Reactive Technologies is helping grids get smarter to meet the increasing demand for renewable energy. Hear Marc’s insights on today’s market challenges and opportunities, as well as his advice for other green tech companies.
This episode was recorded on March 15, 2023.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2023 JPMorgan Chase & Company. All rights reserved.