“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 Feb 07, 2023
Tuesday Feb 07, 2023
In this episode, the group dig into the YTD rally in global equities, looking at the extent to which it has been a pain trade, with shorts squeezing and popular ‘momentum’ equities underperforming. They then dive into their Global Signal from the Noise framework to assess equity signals from here. Eloise Goulder, Head of the Data Assets & Alpha Group, is interviewed by Edwina Lowe, Data Product Specialist within the team.
This episode was recorded on February 6, 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
© 2023 JPMorgan Chase & Company. All rights reserved.
Monday Feb 06, 2023
Monday Feb 06, 2023
This podcast explores key themes and drivers of market structure change that are likely to be top of mind for buy- and sell-side market participants. Kate Finlayson, Penn Nee Chow and Meridy Cleary discuss the FICC Market Structure team’s annual watchlist, including EU clearing dynamics, the move to T+1 settlement, the trading venue perimeter, energy markets and much more.
This episode was recorded on January 31, 2023.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. 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. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures
© 2023 JPMorgan Chase & Company. All rights reserved.
Thursday Feb 02, 2023
Thursday Feb 02, 2023
How does a self-professed “accidental banker” from Australia become a Global Chair of Investment Banking at J.P. Morgan’s New York headquarters?
In this episode, Jennifer Nason speaks to Catherine Guan from J.P. Morgan’s Corporate Finance Advisory team. Jennifer led J.P. Morgan’s Technology, Media and Telecommunications global client practice for more than two decades and is now a member of our Investment Banking Executive Committee. She reflects on the rapid industry changes and navigating challenging times, from the tech bubble to COVID-19. Plus, hear about Jennifer’s proudest moments while at J.P. Morgan and her advice for the next generation of female investment bankers.
This episode was recorded on October 4, 2022.
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 Jan 24, 2023
Tuesday Jan 24, 2023
In this episode the DA&A Group focus on European equity markets, following the tremendous rally since September ‘22 in which the Stoxx600 has regained c.2/3rds of 2022 losses. They hone-in on reasons for the rally, sentiment in the region, and possible impediments to further market strength. In this episode Eloise Goulder, Head of the Data Assets and Alpha Group, interviews Krupa Patel, Head of International Market Intelligence.
This episode was recorded on January 23, 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
© 2023 JPMorgan Chase & Company. All rights reserved.
Thursday Jan 19, 2023
Thursday Jan 19, 2023
Stimulus, value, capital and investment — these are the four key themes that emerged from the 2023 “10 Striking Facts” report from our Corporate Finance Advisory team and captured in our latest podcast. Rama Variankaval, Global Head of J.P. Morgan’s Corporate Finance Advisory and Center for Carbon Transition, catches up with Evan Junek from the Corporate Finance Advisory team to unpack these themes for boards, CEOs and senior management and discuss how will they impact corporate decision-making in the year ahead.
This episode was recorded on January 13, 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 Jan 10, 2023
Tuesday Jan 10, 2023
In this episode, the DA&A Group focus on US markets, discussing the macro landscape, economic expectations around recessionary risks, and inflation implications. They also discuss what positioning and flows suggest for markets and sectors, looking at positioning across the Prime book (i.e. from Hedge Fund clients) as well as investor types such as Retail, CTAs, and in ETFs. This episode features John Schlegel, head of Positioning Intelligence and Andrew Tyler, head of US Market Intelligence.
This episode was recorded on January 9, 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
© 2023 JPMorgan Chase & Company. All rights reserved.
Wednesday Jan 04, 2023
Wednesday Jan 04, 2023
What does it mean to be a values-driven leader? In this episode, David Rawlings, CEO for JPMorgan Chase & Co. in Canada, sits down with Johnson & Johnson’s former Chairman and CEO, Alex Gorsky. They discuss how Alex’s values-driven leadership has influenced his career, from his military service to his roles as Chairman and CEO of J&J. Ahead of the 41st J.P. Morgan Healthcare Conference, Alex shares how he led J&J by driving innovation especially during the COVID-19 pandemic. Alex also talks about his experiences as a board member and advises CEOs and directors on navigating market uncertainty and advocating for businesses to have a broader impact on society.
00:05 - Intro
02:26 – Growing Up in the Midwest
04:36 – From West Point to the West Coast
07:55 – Becoming a Leader at J&J
11:48 – COVID-19 – A Seminal Career Experience
17:25 – Making Big Strategic Moves
19:42 – Industry Collaboration at J.P. Morgan’s Healthcare Conference
21:16 – Health Care Trends and Insights
25:48 – Advice for CEOs and Board Directors
This episode was recorded on December 14, 2022.
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 Dec 13, 2022
Tuesday Dec 13, 2022
In this episode, the group explore markets through 2022, looking at regional and thematic performance, positioning, sentiment, and the evolving macro narrative from inflation to growth concerns. They also explore the bull / bear case for markets into 2023, and what J.P. Morgan proprietary data sets say about the outlook from here. In this episode, Eloise Goulder, Head of the Data Assets & Alpha Group, is interviewed by Edwina Lowe, Data Product Specialist within the team.
This episode was recorded on December 12, 2022.
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
© 2022 JPMorgan Chase & Company. All rights reserved.
Thursday Dec 08, 2022
Thursday Dec 08, 2022
Robbie Huffines, Global Chair of Investment Banking at J.P. Morgan, speaks to Catherine Guan from the Corporate Finance Advisory team about his career. Robbie first set foot in the investment banking world in 1987 and went on to lead J.P Morgan’s health care banking practice for nearly a decade. He shares the heartfelt story of why he decided to focus on this sector, how a blank tombstone can be the right move for some clients, and what’s next in the year ahead.
This episode was recorded on October 10, 2022.
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.
© 2022 JPMorgan Chase & Company. All rights reserved.
Monday Dec 05, 2022
Monday Dec 05, 2022
How are countries and individual firms balancing climate goals amid the ongoing energy crisis? In this episode, Chuka Umunna (EMEA Head of ESG) speaks to Kate Finlayson (Global Head of FICC Market Structure) about the drivers behind ESG demand, policy to help investors decide what is “green,” emerging themes post COP27, and much more.
This episode was recorded on November 21, 2022.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. 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. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures
© 2022 JPMorgan Chase & Company. All rights reserved.