“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
Thursday Dec 21, 2023
Research Recap | What’s the Outlook for Holiday Shopping This Season?
Thursday Dec 21, 2023
Thursday Dec 21, 2023
Ongoing inflation, high interest rates and diminishing excess savings are pressurizing consumer confidence this holiday shopping season. Against this uncertain macro backdrop, are consumers still willing and able to spend this year? Join Matthew Boss, Head of Department Stores, Specialty Softlines and Leisure, and Georgina Johanan, Head of European General Retail, as they discuss the outlook for holiday shopping.
This episode was recorded on December 15, 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 Dec 15, 2023
Friday Dec 15, 2023
In this 2-part episode, we delve into 5 major AI / ML models and 40+ associated keywords, running through the merits and differences between those models, the drawbacks from each, and use cases in applying these models to alpha generation and investing. We also cover which areas may be most ripe for further development and adoption within the industry. Peng Cheng, Head of Big Data and AI Strategies within J.P. Morgan’s Research division, and Emma Wu, a member of the same team, are in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.
Websites referenced throughout this episode:
https://arxiv.org/
https://www.ssrn.com/index.cfm/en/
https://www.kaggle.com/
https://developers.google.com/machine-learning/glossary
This episode was recorded on November 30, 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”), 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.
Thursday Dec 14, 2023
What’s The Deal? | 2024 Outlook: Windows of Opportunity, Bouts of Volatility
Thursday Dec 14, 2023
Thursday Dec 14, 2023
In this year-end episode, host Kathleen Darling leads a roundtable discussion with Kevin Foley, Global Head of Debt Capital Markets, and Achintya Mangla, Global Head of Equity Capital Markets. Dive into the forces that have shaped capital markets in 2023 and the factors driving a resilient economy to date. Explore the challenges and opportunities that lie ahead in 2024, from broad themes such as geopolitics and potential rate cuts to market specifics including IPO pipelines, M&A activity and more.
This episode was recorded on December 11, 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.
Wednesday Dec 13, 2023
Wednesday Dec 13, 2023
In this 2-part episode, we delve into 5 major AI / ML models and 40+ associated keywords, running through the merits and differences between those models, the drawbacks from each, and use cases in applying these models to alpha generation and investing. We also cover which areas may be most ripe for further development and adoption within the industry. Peng Cheng, Head of Big Data and AI Strategies within J.P. Morgan’s Research division, and Emma Wu, a member of the same team, are in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.
Websites referenced throughout this episode:
https://www.ssrn.com/index.cfm/en/
https://developers.google.com/machine-learning/glossary
This episode was recorded on November 30, 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”), 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.
Monday Dec 11, 2023
Monday Dec 11, 2023
What is Basel III and how might the recent US proposals impact markets? Kate Finlayson, Global Head of FICC Market Structure, and Meridy Cleary in FICC Market Structure, break down the key considerations around proposed capital requirements and explores what they could mean for market functioning and liquidity.
This episode was recorded on November 30, 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.
Friday Dec 08, 2023
Research Recap | Does the November Jobs Report Point to a Soft Landing?
Friday Dec 08, 2023
Friday Dec 08, 2023
In November, the U.S. economy added 199,000 jobs — boosted by workers returning from strikes — while the unemployment rate fell to 3.7%. What does this all mean for the Fed’s soft landing narrative? Join Michael Feroli, Chief U.S. Economist, and Samantha Azzarello, Head of Content Curation and Strategy, as they discuss the November payrolls report.
This episode was recorded on December 8th, 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 Dec 07, 2023
What’s The Deal? | 2024 Investment Banking Outlook
Thursday Dec 07, 2023
Thursday Dec 07, 2023
As we wrap up 2023, David Rawlings hosts Jay Horine, North America Head of Investment Banking and Co-Head of Global Energy, Power, Renewables and Mining, for a conversation about what’s ahead for investment banking. They explore market dynamics, the U.S. and global economy, sector trends and the outlook for deal-making in 2024. Jay also shares insights into industry innovation and how CEOs and boards can navigate the evolving investment banking landscape.
This episode was recorded on November 30, 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.
Monday Dec 04, 2023
Research Recap | Why is Cybersecurity in the Spotlight?
Monday Dec 04, 2023
Monday Dec 04, 2023
Recent high-profile data breaches and geopolitically motivated cyber-attacks are driving awareness around the importance of risk mitigation. What’s the overall health of the cybersecurity sector? Will enterprise spend on security continue to grow? And what role does AI play? Join Brian Essex, who covers U.S. Software Equity Research, and Jack Atherton, who covers Technology, Media and Telecom Specialist Sales, as they discuss the state of cybersecurity.
This episode was recorded on November 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.
Friday Dec 01, 2023
Research Recap | The Growing Appetite for Obesity Drugs
Friday Dec 01, 2023
Friday Dec 01, 2023
The market for GLP-1s — also commonly known as obesity drugs — is projected to exceed $100 bn globally by 2030. Why are these drugs growing in popularity, and could they lead to a paradigm shift in health care? Elif Korkmaz, who covers Health Care Specialist Sales, sits down with Chris Schott, Senior Analyst covering U.S. Diversified Biopharma, and Richard Vosser, Head of European Pharma & Biotech, to discuss the latest developments in this space.
This episode was recorded on Wednesday, November 29th.
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 Nov 30, 2023
What’s The Deal? | How Can Sustainable Finance Make a Global Impact?
Thursday Nov 30, 2023
Thursday Nov 30, 2023
In this episode, host Evan Junek welcomes back Faheen Allibhoy, Global Head of Development Banks and Multilateral Institutions. They spotlight sustainable finance, dive into the new Impact Disclosure Guidance, discuss the challenges facing multilateral development banks and focus on the COP28 conference.
This episode was recorded on October 31st, 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.