![Making Sense](https://pbcdn1.podbean.com/imglogo/image-logo/4665031/Making_Sense_Cover_1400x1400_tt5r97.jpg)
“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
![Market Matters | Data Assets & Alpha Group: Harnessing equity alphas, with Jupiter’s Head of Systematic Equities (Part 2)](https://pbcdn1.podbean.com/imglogo/image-logo/4665031/Making_Sense_Cover_1400x1400_tt5r97_300x300.jpg)
Wednesday May 29, 2024
Wednesday May 29, 2024
In this episode we hear from Dr Amadeo Alentorn, Head of Systematic Equities at Jupiter Asset Management. In Part 2 Amadeo discusses competitive dynamics within the systematic equity space, navigating the impact of investor behavioural biases in markets, and avoiding crowding in the portfolio. Amadeo is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan.
Shownotes:
This episode was recorded on May 9, 2024.
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”), they 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, it 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: 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.
![Market Matters | Data Assets & Alpha Group: Harnessing Equity Alphas, with Jupiter’s Head of Systematic Equities (Part 1)](https://pbcdn1.podbean.com/imglogo/image-logo/4665031/Making_Sense_Cover_1400x1400_tt5r97_300x300.jpg)
Tuesday May 28, 2024
Tuesday May 28, 2024
In this episode we hear from Dr Amadeo Alentorn, Head of Systematic Equities at Jupiter Asset Management. In Part 1 Amadeo discusses the evolution of systematic equity investing over the last 20 years, the intersection of harnessing fundamental finance with data science techniques, and the evolution of data and compute methods (including use of AI) in the investment process. Amadeo is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan.
Shownotes:
This episode was recorded on May 9, 2024.
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”), they 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, it 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: 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.
![What’s The Deal? | High Tides Lift All Boats: Connecting for Success at J.P. Morgan's Board Summit](https://pbcdn1.podbean.com/imglogo/image-logo/4665031/Making_Sense_Cover_1400x1400_tt5r97_300x300.jpg)
Thursday May 23, 2024
Thursday May 23, 2024
Join host Rebecca Thornton and guest Jan Singer, former CEO and current Board Director, as they explore the complexities of boardroom dynamics, the evolving role of CEOs and the impact of consumer trends on corporate strategy. Get a sneak peek at the key themes shaping the upcoming J.P. Morgan Board Summit.
This episode was recorded on May 8, 2024.
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 provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
![Market Matters | FICC Market Structure: The Evolving Execution Ecosystem](https://pbcdn1.podbean.com/imglogo/image-logo/4665031/Making_Sense_Cover_1400x1400_tt5r97_300x300.jpg)
Monday May 20, 2024
Market Matters | FICC Market Structure: The Evolving Execution Ecosystem
Monday May 20, 2024
Monday May 20, 2024
Which asset classes are next to be electronified and how is the network effect driving trading trends? Head of Digital Markets, Eddie Wen joins Kate Finlayson, Head of FICC Market Structure & Liquidity Strategy, to discuss automation in trading, the blurring lines between retail and institutional markets and how data can work to optimize business.
This episode was recorded on May 2, 2024.
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
© 2024 JPMorgan Chase & Company. All rights reserved.
![Research Recap | How Are Streaming Platforms Reshaping Entertainment?](https://pbcdn1.podbean.com/imglogo/image-logo/4665031/Making_Sense_Cover_1400x1400_tt5r97_300x300.jpg)
Friday May 17, 2024
Research Recap | How Are Streaming Platforms Reshaping Entertainment?
Friday May 17, 2024
Friday May 17, 2024
In this episode of Research Recap, Jack Atherton, who covers Technology, Media and Telecom Specialist Sales, delves into the latest trends shaping the streaming industry with Doug Anmuth, Head of the U.S. Internet Research Team, and David Karnovsky, Head of U.S. Media, Entertainment, and Advertising. The discussion covers the current state of the streaming market, the impact of price increases and platform partnerships, and the evolving strategies of major players like Netflix and Disney+. They also explore the increasing role of sports content in streaming, the significance of global reach, the potential for industry consolidation, and more.
This episode was recorded on May 10, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to it’s contents for more information including important disclosures. Copyright 2024 JP Morgan Chase & Co. All rights reserved.
![What’s The Deal? | Unpacking Renewable Energy Across Asia Pacific](https://pbcdn1.podbean.com/imglogo/image-logo/4665031/Making_Sense_Cover_1400x1400_tt5r97_300x300.jpg)
Thursday May 16, 2024
What’s The Deal? | Unpacking Renewable Energy Across Asia Pacific
Thursday May 16, 2024
Thursday May 16, 2024
In this episode, host Matthew Chan, head of J.P. Morgan Sustainability and ESG Engagement in Asia Pacific, sits down with Greg Zdun, Head of Asia Pacific Energy, Power, Renewables and Metal & Mining at J.P. Morgan, to unpack energy transition with a focus on renewables across the region. They dive into the acceleration of renewables investment in recent years and discuss the latest developments and opportunities across the sector and region.
This episode was recorded on May 9, 2024.
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 provide any other products or services to any person or entity. Some of the datapoints referenced in this podcast are sourced from Det Norske Veritas (DNV) report titled “Energy Transition Outlook China 2024”.
© 2024 JPMorgan Chase & Company. All rights reserved.
![Research Recap | More Upside Risks for the Oil Market?](https://pbcdn1.podbean.com/imglogo/image-logo/4665031/Making_Sense_Cover_1400x1400_tt5r97_300x300.jpg)
Wednesday May 15, 2024
Research Recap | More Upside Risks for the Oil Market?
Wednesday May 15, 2024
Wednesday May 15, 2024
Brent Crude has traded roughly 20% higher since the start of the year due to a combination of strong demand growth and production cuts. Looking ahead, could oil prices reach close to $100 by September? Join Natasha Kaneva, Global Head of Commodities Research, and David Levi, Global Head of Commodity Institutional Sales, as they discuss the outlook for oil prices, supply-demand dynamics and more.
This episode was recorded on May 13 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to it’s contents for more information including important disclosures. Copyright 2023 JP Morgan Chase & Co. All rights reserved.
![Market Matters | Data Assets & Alpha Group: A Special-Situations Approach to Alpha, with Blantyre Capital’s Founder and CIO](https://pbcdn1.podbean.com/imglogo/image-logo/4665031/Making_Sense_Cover_1400x1400_tt5r97_300x300.jpg)
Tuesday May 14, 2024
Tuesday May 14, 2024
In this episode, we hear from Mubashir Mukadam, Blantyre Capital’s Founder and CIO. Mubashir discusses the investment philosophy behind Blantyre’s special situations fund, the intersection between providing capital as a Hedge Fund, Private Equity vs Private Credit, the benefits of providing balance sheet and/ or operational support to certain companies, the competitive landscape in this space, and the extent to which this form of alpha generation is likely to evolve or adopt automation in future. Mubashir is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan.
Shownotes:
To learn more about Blantyre Capital: https://blantyrecapital.com/
To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence
This episode was recorded on April 24, 2024.
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”), they 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, it 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: 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.
![Research Recap | April Jobs Report Shows Signs of Cooling](https://pbcdn1.podbean.com/imglogo/image-logo/4665031/Making_Sense_Cover_1400x1400_tt5r97_300x300.jpg)
Friday May 03, 2024
Research Recap | April Jobs Report Shows Signs of Cooling
Friday May 03, 2024
Friday May 03, 2024
According to the April jobs report, the U.S. labor market is showing signs of cooling. Nonfarm payrolls were softer than anticipated increasing by 175,000 last month, while the unemployment rate rose to 3.9%. Does this all spell good news for the Fed? Join Mike Feroli, Chief U.S. Economist, and Phoebe White, Head of U.S. Inflation Strategy, as they unpack the latest numbers.
This episode was recorded on May 3, 2024.
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.
![Market Matters | Data Assets & Alpha Group: An Equities Dip to be Bought?](https://pbcdn1.podbean.com/imglogo/image-logo/4665031/Making_Sense_Cover_1400x1400_tt5r97_300x300.jpg)
Tuesday Apr 30, 2024
Market Matters | Data Assets & Alpha Group: An Equities Dip to be Bought?
Tuesday Apr 30, 2024
Tuesday Apr 30, 2024
In this episode the group discuss risk / reward for US equities following the dip through April. They discuss possible reasons for recent equity weakness, the macro and micro backdrop - including recent hotter inflation prints and Q1 corporate earnings trends, the extent to which positioning levels have fallen amid market weakness, resulting market and sector opportunities, and key catalysts to watch from here. Andrew Tyler, Head of US Market Intelligence, and John Schlegel, Head of Global Positioning Intelligence, are in discussion with Eloise Goulder, Head of the Global Data Assets & Alpha Group.
This episode was recorded on April 29, 2024.
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”), they 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, it 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: 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.