Making Sense

J.P. Morgan

“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.

  1. 1일 전

    Live from Money20/20 Middle East: Moving money, shaping futures

    In this episode, Veronique Steiner, head of EMEA Innovation Economy, and Lori Schwartz, global head of Treasury Services, sit down at Money20/20 Middle East in Riyadh to discuss the trends shaping the region's financial system. Together, they explore the rapid growth of financial services in the Middle East, the impact of technology on cross-border payments and the importance of striking a balance between security and innovation in a fast-changing landscape. Hear insights on the future of fintech, the role of open banking and how J.P. Morgan Payments is helping clients navigate new opportunities in Saudi Arabia and beyond.    This episode was recorded on September 15, 2025.   J.P. Morgan and third parties listed on this page have not entered into a legal partnership to provide the services described above. Third party trademarks, brand names, and descriptions of products and services that appear on this page are provided by the respective third party. J.P. Morgan is not liable or responsible for such trademarks, brand names, descriptions of products, companies and or services. J.P. Morgan may generate profit from the use of any services or products provided by the third parties. Nothing in this material shall be taken as an endorsement of any third party or advice on the suitability of the third party’s services for the client. You shall make an independent determination for selection of the services provided by the third parties. Neither J.P. Morgan, nor its affiliates, shall be liable to you for any loss or liability suffered by you from the use of the third party’s services. The views and opinions expressed herein are those of the author and do not necessarily reflect the views of J.P. Morgan, its affiliates, or its employees. The information set forth herein has been obtained or derived from sources believed to be reliable. Neither the author nor J.P. Morgan makes any representations or warranties as to the information’s accuracy or completeness.  The information contained herein has been provided solely for informational purposes and does not constitute an offer, solicitation, advice or recommendation, to make any investment decisions or purchase any financial instruments, and may not be construed as such. Any Future capabilities of mobility payment systems are under development; features and timelines are subject to change at the Bank’s sole discretion.   © 2025 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase Bank, N.A. Member FDIC. Deposits held in non-U.S. branches are not FDIC insured.  Non-deposit products are not FDIC insured. The statements herein are confidential and proprietary and not intended to be legally binding. Not all products and services are available in all geographical areas. Visit  jpmorgan.com/paymentsdisclosure for further disclosures and disclaimers related to this content.

    17분

  2. 3일 전

    How stablecoins are reshaping global finance

    In this episode, Kenneth Worthington, a Brokers, Asset Managers and Exchanges equity analyst at J.P. Morgan, is joined by Teresa Ho, head of U.S. Short Duration Strategy, to explore the dynamic world of stablecoins. Together, they break down what stablecoins are, how they work and why they’re gaining so much attention in today’s financial landscape. The discussion covers how stablecoins differ from deposits and money market funds, the impact of recent legislation such as the GENIUS Act, as well as what all this could mean for the future of finance.   This episode was recorded on October 23, 2025.   This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication. This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan. Copyright 2025, JPMorganChase & Co. All rights reserved.

    15분
  3. "Bending, not breaking": The global economy’s new normal

    10월 24일

    "Bending, not breaking": The global economy’s new normal

    In this episode, Joyce Chang, chair of Global Research at J.P. Morgan, is joined by Jahangir Aziz, head of Emerging Markets Research, and Jay Barry, head of Global Rates Strategy. Together, they explore how AI is reshaping global economic narratives, why tech innovation trumps tariffs, the evolving U.S.–China relationship and more. They also discuss other topics including stagflation risks, shifting trade dynamics and the outlook for U.S. Treasury markets. What does the global economy’s new normal look like?  This episode was recorded on October 21, 2025. This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.  Copyright 2025, JPMorganChase & Co. All rights reserved.

    26분
  4. Trading Insights: Exploring trend-following strategies with Lynx’s CEO

    10월 21일

    Trading Insights: Exploring trend-following strategies with Lynx’s CEO

    In this episode, Martin Kallström, CEO of Sweden-based systematic hedge fund Lynx Asset Management, is in conversation with Eloise Goulder, head of the Data Assets & Alpha Group at J.P. Morgan. Together, they explore the evolution of trend-following strategies, the drivers of long-term alpha in trend and the value of trend within a wider portfolio context. They also discuss what sets Lynx apart from other systematic hedge funds, as well as the opportunities AI tools, including LLMs, present for quant managers.    This episode was recorded on September 15, 2025.   Shownotes:  https://www.lynxhedge.se/en/ Systematic investing with Martin Lueck, co-founder, Aspect Capital Trend-following in Alternative Markets with David Denison, Deputy CIO, Florin Court   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. © 2025 JPMorgan Chase & Company. All rights reserved.

    18분
  5. Inside Tech Stars 2025: From IPOs to defense tech

    10월 17일

    Inside Tech Stars 2025: From IPOs to defense tech

    What’s driving record venture capital flows into AI and defense tech? How are public markets and strategic buyers changing the game for tech founders? Host Mose Adigun sits down with Rosh Wijayarathna, co-head of EMEA Innovation Economy, David Bauer, co-head of Americas Equity Capital Markets, and Matt Gehl, co-head of EMEA Tech Investment Banking, to discuss the most exciting technologies and innovation themes from J.P. Morgan's recent Tech Stars Conference in London.   https://www.jpmorgan.com/insights/banking/investment-banking/tech-stars-conference-2025-recap    This episode was recorded on October 14, 2025.   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.  © 2025 JPMorgan Chase & Company. All rights reserved.

    19분
  6. Trading Insights: US policy and the impact of tariffs

    10월 7일

    Trading Insights: US policy and the impact of tariffs

    In this episode, Eloise Goulder sits down with William Tuttle, part of the Global Engagement team at J.P. Morgan, to explore the evolving landscape of U.S. policy and its impact on global markets. From the rise of tariffs and their economic implications to the global race for AI dominance, the duo explore how the U.S. is shifting toward an age of transactionalism in foreign policy.    This episode was recorded on September 22, 2025.   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. © 2025 JPMorgan Chase & Company. All rights reserved.

    14분
  7. Shutdown showdown: Economic and market impacts explained

    10월 3일

    Shutdown showdown: Economic and market impacts explained

    In this episode, Samantha Azzarello, head of Content Strategy, is joined by Jay Barry, head of Global Rates Strategy, chief U.S. economist Mike Feroli and Eben Peck from the Federal Government Relations team to discuss the latest developments surrounding the U.S. government shutdown. They explore the status of negotiations and the economic implications of the impasse, including the effects on Fed policy, GDP and jobs. They also dive into the market response and the impact on the broader financial landscape.     This podcast was originally recorded as a webinar for J.P. Morgan Markets on October 2, 2025.  This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.   Copyright 2025, JPMorganChase & Co. All rights reserved.

    16분
  8. From geopolitics to rate cuts: What’s shaping commodities markets?

    9월 30일

    From geopolitics to rate cuts: What’s shaping commodities markets?

    In this episode, Greg Shearer, head of Base and Precious Metals Research, is joined by Natasha Kaneva, head of Global Commodities Research. Together, they dive into the key factors currently shaping commodities markets — from the evolving geopolitical landscape to the interest rate environment. How have recent attacks on Russian energy infrastructure impacted global oil supply? And how have Fed cutting cycles historically affected oil prices and broader commodity returns? Tune in for expert insights on supply and demand dynamics, geopolitical risk premiums and more.    This episode was recorded on September 26, 2025.  This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.  Copyright 2025, JPMorganChase & Co. All rights reserved.

    21분
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“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.

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  • 제작진
    J.P. Morgan
  • 방송 연도
    2019년 - 2025년
  • 에피소드
    300
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    전체 연령 사용가
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    © Copyright 2025 All rights reserved.
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    Making Sense

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