Making Sense
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Making Sense
“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....
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Staying a step ahead in the bold new era of shareholder activism
Record-breaking volumes of activist campaigns, both public and private, are shaking up the investing world as activists flex their muscles, enjoying n...
The hidden costs of resilience: Financing the new supply chain reality
In this episode, Dominic Drew from the Trade and Working Capital team is joined by Natasha Condon, global head of Sales for Trade and Working Capital,...
April jobs report: “Better than expected,” signs of resilience, and AI’s impact
Is this a resilient labor market, or a fragile one? In this episode of Making Sense, Mike Feroli, Chief U.S. Economist at J.P. Morgan, joins Lauren Br...
The interplay between liquidity and collateral
In this episode, three J.P. Morgan executives address the intricate connection between liquidity and collateral management. Eileen Herlihy, Head of Tr...
ETFs and mutual funds: What dual share classes could mean for investors
Global ETF assets have climbed to roughly $20 trillion, and one structure is drawing fresh attention: dual share classes, where a single portfolio can...
How are retail investor dynamics shaping equity markets?
In this episode, Eloise Goulder, head of the Data Assets and Alpha Group, is joined by product specialist Edwina Lowe and Luca Rainero, head of Data I...
Explaining the disconnect between geopolitics and markets
From geopolitical tensions and energy disruptions to the latest tariff developments, uncertainty was a recurring motif at the IMF–World Bank Spring Me...
Equities are back to all-time highs — what’s next?
In this episode, Eloise Goulder speaks with Andrew Tyler, head of Global Market Intelligence, and Federico Manicardi, head of International Market Int...
The credit mosaic: A unified approach to the future of trading
Nick Adragna (Global Head of Investment Grade & Macro Credit Trading) and Olivier “Caj” Cajfinger (Global Head of IG, Public Finance, and Co Head of A...
Inflation in focus: Unpacking the March CPI report
In this episode of J.P. Morgan’s Making Sense, global economist Maia Crook is joined by senior U.S. economist Mike Hanson to break down the March CPI...
Security and Resiliency in Action: Supercharging the energy supply chain
As data centers and electrification increase power demand, energy resiliency and a diversified energy mix are becoming even more crucial to national s...
Private credit: Performance vs. liquidity
In this episode of Making Sense, Stephen Dulake, co-head of Global Fundamental Research, is joined by Jake Pollack, head of North American Credit Trad...
March jobs report: Healthy labor market, slower supply, more volatility
In this episode of Making Sense, Mike Feroli, Chief U.S. Economist at J.P. Morgan, joins Sam Azzarello, head of Content Strategy, to unpack the March...
EMEA in Conversation | Eyes on Europe
Shaped by diverse markets, languages, currencies and regulatory frameworks, Europe presents a complex landscape for businesses operating across the re...
Portfolio trading is reshaping credit - here's how
In this episode of Making Sense, Shiny Das, from the Vida Portfolio Solutions product team, sits down with Gustav Vogel, head of Portfolio Trading in...
Why Clean Tech companies are critical for energy security
In this episode of Making Sense, Chuka Umunna sits down with Dr. Sarah Kapnick, global head of Climate Advisory, and James Janoskey, global co‑head of...
Exploring the evolving Asian consumer and investor base with Dymon Asia
In this episode, Sian Goh, partner and head of Research and Strategy at Dymon Asia, sits down with Eloise Goulder, head of the Data Assets and Alpha G...
Examining the AI value chain with Horizon Global Partners
In this episode of J.P. Morgan's Making Sense, Fawaz Chaudhry, CIO of Horizon Global Partners (the equity thematic team at Fulcrum Asset Management) s...
How are geopolitics and AI trends impacting leveraged finance?
In this Making Sense episode, host Amaury Guzman is joined by Kevin Foley, global head of Capital Markets, and Tarek Hamid, head of North American Cre...
From stalling home prices to new reforms: Will U.S. housing activity pick up?
In this episode of Making Sense, Anthony Paolone, co-head of U.S. Real Estate Stock Research, and John Sim, head of Securitized Products Research, off...
What lies ahead for Iran and the wider region?
In this episode of J.P. Morgan’s Making Sense, Derek Chollet, head of the JPMorganChase Center for Geopolitics, sits down with Clare Kim, global head...
Blockchain breakthroughs: “You can’t innovate from afar”
In this episode of Making Sense, Kate Finlayson, Global head of the FICC Market Structure and Liquidity Strategy, is joined by Sandy Kaul, Executive V...
Inflation in focus: Unpacking the latest CPI report
In this episode of J.P. Morgan’s Making Sense, Phoebe White, a senior U.S. rates strategist and head of U.S. inflation strategy, sits down with senior...
EMEA in Conversation | Middle East in Motion
At the crossroads of tradition and transformation, the Middle East is setting a new pace for growth and global connectivity. Join James Fraser, head o...
What's in store for the silver market in 2026?
Silver has been on a volatile ride since the start of last year. In this episode, host Sam Azzarello, head of content strategy for Global Research, is...
Is "another year of good growth" ahead for the US economy?
The January jobs report may be delayed, but there are many other factors shaping the path forward for the U.S. economy. Join Lauren Brice from the Nor...
AI Risk and opportunity: The state of tech lending
In this episode of J.P. Morgan’s Making Sense, Jack Atherton from the EMEA Equity Capital Markets (ECM) market intelligence team, is joined by David D...
Rally or retreat? What's next for US equities?
Earnings season has kicked off, with the Magnificent Seven set to report over the next few weeks. What does the future hold for U.S. equities after th...
What’s the outlook for credit financing in 2026?
How are investors navigating tighter credit spreads and a surge in loan trading activity? In this episode, Brian LaRocca, head of Vida Portfolio Solut...
How events in Venezuela could reshape global commodities
Recent events in Venezuela have so far had limited immediate impact on global commodity markets — but the longer-term implications could be significan...
December Jobs Report: Will the US economy remain in a “low-hire, low-fire” mode?
Non-farm payrolls increased by just 50,000 in December while the unemployment rate dipped to 4.4%, reinforcing the “low-hire, low-fire” theme of the p...
2026 Corporate Compass: Market resilience, AI and geopolitics
In this episode of Making Sense, Rama Variankaval, head of Corporate Advisory at J.P. Morgan, is joined by Evan Junek, global head of Corporate Financ...
2026 outlook: What’s next for markets and the global economy?
The year ahead will likely be driven by three powerful forces: uneven monetary policy, the relentless AI cycle and deepening polarization across marke...
The Supreme Court, executive power and market implications
In this episode of J.P. Morgan’s Making Sense, Joyce Chang, chair of Global Research, is joined by Sarah Isgur, senior editor at The Dispatch and Supr...
Mega deals and market shifts: 2025 investment banking recap and 2026 outlook
How did investment banking clients navigate a year of uncertainty, and what’s next for dealmaking and capital markets? In this episode, Dorothee Bless...
Live from the trading floor: Views on global rates, FX, and EM
In this episode, Brady Leventhal, head of North America FX Sales for Hedge Funds, is joined by Matthew Franklin Lyons, head of Global Rates Trading an...
Trading Insights: What to watch in equity markets heading into year-end
In this episode, Eloise Goulder speaks with Andrew Tyler, Global head of Market Intelligence, and Federico Manicardi, International head of the Market...
AI, policy and the future of U.S. power trading
The U.S. power market is undergoing a dramatic transformation, driven by the explosive growth of AI data centers and evolving priorities. Join Leland...
Trading Insights: Unpacking innovations in quantitative investment strategies (QIS)
In this episode, Arnaud Jobert, co-head of Strategic Indices for Markets and Global Head of Equity Structuring, speaks with Eloise Goulder, head of th...
Uncharted territory: Unpacking the longest government shutdown on record
As the U.S. government shutdown drags on, uncertainty continues to build for both investors and everyday Americans. In this episode of J.P. Morgan's M...