190 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
    • 4.5 • 39 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.

    Research Recap | Is Demand For Electric Vehicles Slowing Down?

    Research Recap | Is Demand For Electric Vehicles Slowing Down?

    Electric vehicles have been getting mixed headlines of late, with consumer demand declining and auto firms cutting back on investments in this area. What’s prompting this slowdown, and what’s the outlook for the EV industry? Jose Asumendi, Head of European Auto Research, and Ryan Brinkman, Head of U.S. Autos and Auto Parts, share their insights.
    This episode was recorded on March 8, 2024.
    This episode was recoded on February 8, 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.

    • 16 min
    What’s The Deal? | Navigating the Green Investment Frontier: Insights from the Clean Tech Stars Conference

    What’s The Deal? | Navigating the Green Investment Frontier: Insights from the Clean Tech Stars Conference

    This episode dives into insights from J.P. Morgan’s Clean Tech Stars Conference, exploring opportunities and challenges in the clean tech sector. Host Rama Variankaval, Global Head of Corporate Advisory & Sustainable Solutions, chats with James Janoskey, Co-Head of Global Energy, Power, Renewables and Mining, and Chuka Umunna, Head of Sustainable Solutions & Green Economy Investment Banking in EMEA. They discuss the diverse ecosystem of green companies, evolving investor landscape, innovative financing, the role of public policy in driving green transition and more.  
    This episode was recorded on March 11, 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 to provide any other products or services to any person or entity. 
     © 2024 JPMorgan Chase & Company. All rights reserved. 

    • 20 min
    Market Matters | Data Assets & Alpha Group: Data in the Stock Picking Process, with BlackRock’s EMEA CIO of Fundamental Equities

    Market Matters | Data Assets & Alpha Group: Data in the Stock Picking Process, with BlackRock’s EMEA CIO of Fundamental Equities

    In this episode we hear from Helen Jewell, EMEA CIO of Fundamental Equities at BlackRock.  Helen discusses the evolution of data in the fundamental discretionary stock picking process, how data can be best leveraged in the forecasting process, the relative importance of earnings estimates vs valuation techniques, and how the active equity investing space could evolve from here.  Helen is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.
     
    Shownotes :
    https://www.blackrock.com/uk/solutions/stock-market-quarterly-outlook 
    https://www.blackrock.com/uk/solutions/corporate-earnings-review 

    • 37 min
    Research Recap | Some Signs of Cooling in the February Jobs Report

    Research Recap | Some Signs of Cooling in the February Jobs Report

    The labor market continues to display remarkable resilience, with 275,000 jobs added in February. However, the U.S. jobless rate hit a two-year high while wage gains slowed, suggesting that conditions might be starting to moderate. Which sectors drove the strength in hiring? Will growth step down in the second quarter? And are we still on track for a rate cut in June? Join Michael Feroli, Chief U.S. Economist, and Phoebe White, Head of U.S. Inflation Strategy, as they discuss the key takeaways from the February jobs report.
    This episode was recoded on February 8, 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
    What’s The Deal? | Soft Landing? M&A Boom? Unpacking the Global High Yield & Leveraged Finance Conference

    What’s The Deal? | Soft Landing? M&A Boom? Unpacking the Global High Yield & Leveraged Finance Conference

    Join Kevin Foley, Global Head of Debt Capital Markets and Tarek Hamid, Head of North American Corporate Credit Research, as they recap highlights from J.P. Morgan’s Global High Yield & Leveraged Finance Conference. Discover insights on the macro economy, M&A outlook, private credit trends and more as we look to navigate the debt capital markets in 2024. 
    This episode was recorded on March 1, 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 to provide any other products or services to any person or entity.
    © 2024 JPMorgan Chase & Company. All rights reserved.

    • 15 min
    Market Matters | Data Assets & Alpha Group: A Macroeconomic Approach to Investing, with Fulcrum’s Chief Research Officer

    Market Matters | Data Assets & Alpha Group: A Macroeconomic Approach to Investing, with Fulcrum’s Chief Research Officer

    In this episode we hear from Fulcrum’s Chief Research Officer Juan Antolin Diaz.  Juan discusses the macroeconomic and advanced econometric approach to investing at Fulcrum, including the integration of both quant and discretionary techniques.  He discusses the power of ‘Nowcasting’ to have a better understanding of the current economic backdrop, the benefits and challenges of dynamic asset allocation, the role of data in the investment process and how this has evolved over time, where AI techniques are proving beneficial, where academic research and rigour are additive to the investment process, and conclusions on market dynamics today.  Juan is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.
    Shownotes:
    https://www.fulcrumasset.com/global/en/
    This episode was recorded on January 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.

    • 35 min

Customer Reviews

4.5 out of 5
39 Ratings

39 Ratings

Hugo99_ ,

Great finance podcast!

Condensed and bite sized, lovely content surrounding corporate finance and markets.

Highly recommend if interested in this area.

Bwv878 ,

Making Sense?

Some geniuses at JP Morgan apparently overlooked that there’s already a hugely popular podcast called “Making Sense” that gets over 1,000,000 downloads per episode. Either that or they are trying to piggyback on Sam’s success.

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