199 episodes

“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.

Making Sense J.P. Morgan

    • Business
    • 5.0 • 2 Ratings

“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.

    What’s The Deal? | Mobilizing Development Finance in Asia Pacific

    What’s The Deal? | Mobilizing Development Finance in Asia Pacific

    Progress in Asia Pacific is crucial for achieving the UN's Sustainable Development Goals globally. However, identifying suitable financing opportunities for sustainable development is often seen as a barrier to capital inflow to the region. Join Arsalan Mahtafar, Head of J.P. Morgan Development Finance Institution, and host Matthew Chan, Head of Sustainability and ESG Engagement in APAC, as they discuss strategies to mobilize capital to address climate and development goals while navigating the complexities of sustainable investment.
    This episode was recorded on March 14, 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. 

    • 17 min
    Research Recap | How is the Generative AI Landscape Evolving?

    Research Recap | How is the Generative AI Landscape Evolving?

    Dive into the future of generative AI with Mark Murphy, Head of U.S. Enterprise Software Research, Gokul Hariharan, Co-Head of APAC TMT Research, and Jack Atherton, who covers TMT Specialist Sales. In this episode, they explore the burgeoning generative AI landscape: What are companies spending on? What’s going on with custom silicon programs? And where are we on the adoption curve?  
    This episode was recorded on March 25, 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.

    • 25 min
    Research Recap | March Jobs Report Underscores Labor Market Tightness

    Research Recap | March Jobs Report Underscores Labor Market Tightness

    Non-farm payrolls increased by 303,000 last month, far exceeding expectations. What’s underpinning the strength in the U.S. labor market? What does this mean for the inflation outlook? And what’s the path forward for the Fed? Mike Feroli, Chief U.S. Economist, sits down with Phoebe White, Head of U.S. Inflation Strategy, to discuss key takeaways from the March jobs report.
    If you’re interested in learning more about Generative AI, be sure to check out our previous episode on the topic: https://link.chtbl.com/HdAHO7k9
    This episode was recorded on April 5, 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 2024 JP Morgan Chase & Co. All rights reserved.

    • 11 min
    What’s The Deal? | How Can Tax Equity Spur the Energy Transition?

    What’s The Deal? | How Can Tax Equity Spur the Energy Transition?

    In this episode, host Evan Junek sits down with Rubiao Song, Head of Energy Tax Equity Investments, to discuss how this structured equity plays a key role in the development of renewable energy in the U.S. Learn about the economic impact of these investments, opportunities associated with the Inflation Reduction Act (IRA), and more. 
    This episode was recoded on March 18, 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. 

    • 13 min
    Market Matters | Data Assets & Alpha Group: APAC Equity Market Structure & the Liquidity Landscape

    Market Matters | Data Assets & Alpha Group: APAC Equity Market Structure & the Liquidity Landscape

    In this episode, the group discusses dynamics in APAC equity market structure, including the rise in APAC turnover ratios in recent years (in contrast to the decline in European turnover ratios), the dominance of the APAC retail investor, and key market structure themes to watch through 2024.  Clare Witts, Head of Market Structure for APAC, is in discussion with Eloise Goulder, Head of the Global Data Assets & Alpha Group.
    This episode was recorded on March 25, 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.

    • 23 min
    Research Recap | How are Rising Cocoa Prices Impacting Chocolate Brands?

    Research Recap | How are Rising Cocoa Prices Impacting Chocolate Brands?

    Cocoa prices have soared to an all-time high due to a global supply shortage. What’s the impact on chocolate makers, and what are they doing to adapt? Here, Ken Goldman, Lead Equity Research Analyst for U.S. Food Producers and Food Retailers, and Celine Pannuti, Head of European Staples and Beverages, share their thoughts with Shirley Wang, a credit analyst covering the investment-grade and high-yield consumer and retail sector.
    This episode was recorded on March 19, 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 2024 JP Morgan Chase & Co. All rights reserved.

    • 10 min

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