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. Subscribe now for insights that will help you navigate the world we live in.

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Episoder(300)

Security and Resiliency in Action: Supercharging the energy supply chain

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 security. In this conversation, Dr. Sarah Kapnick, ...

10 Apr 13min

Private credit: Performance vs. liquidity

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 Trading and Global Credit Financing, to take stock of ...

7 Apr 15min

March jobs report: Healthy labor market, slower supply, more volatility

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 jobs report and what it signals beneath the headli...

3 Apr 8min

EMEA in Conversation | Eyes on Europe

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 region. Understanding that landscape is essential fo...

31 Mar 29min

Portfolio trading is reshaping credit - here's how

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 Europe, Middle East, and Asia, and Marcus Imbert, ...

27 Mar 14min

Why clean tech companies are critical for energy security

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 Natural Resources Investment Banking, to unpack h...

24 Mar 21min

Exploring the evolving Asian consumer and investor base with Dymon Asia

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 Group at J.P. Morgan, to explore evolving market dy...

20 Mar 19min

Examining the AI value chain with Horizon Global Partners

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) sits down with Eloise Goulder, head of the Data Ass...

13 Mar 24min

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