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)

How Can Sustainable Finance Make a Global Impact?

How Can Sustainable Finance Make a Global Impact?

In this episode, host Evan Junek welcomes back Faheen Allibhoy, Global Head of Development Banks and Multilateral Institutions. They spotlight sustainable finance, dive into the new Impact Disclosure ...

30 Nov 202318min

A Perfect Storm of Growth in Debt Private Placements

A Perfect Storm of Growth in Debt Private Placements

Join Todd Marr, Head of Debt Private Placements at J.P. Morgan, as he unpacks the growth in the debt private placement market. Hosted by Tan Hunjan, they address the key benefits and considerations fo...

22 Nov 20237min

What’s the Outlook for Energy Markets in 2024?

What’s the Outlook for Energy Markets in 2024?

On the back of J.P. Morgan’s recent Global Energy Conference, Christyan Malek, Global Head of Energy Strategy and Head of EMEA Oil & Gas Equity Research, and Shikha Chaturvedi, Head of Global Natural ...

17 Nov 202315min

Data Assets & Alpha Group: The Case For Further Near-Term US Upside

Data Assets & Alpha Group: The Case For Further Near-Term US Upside

In this episode the group discusses US equities in the context of the near 10% S&P500 rally over the last few weeks.  They discuss the fundamental backdrop from a macro, micro and policy lens; the pos...

16 Nov 202319min

Ready to Navigate Market Windows?

Ready to Navigate Market Windows?

Todd Rothman, Managing Director of North American High Yield and Leveraged Loan Capital Markets, dives into the latest developments in the leverage loan and high yield markets with Kathleen Darling. T...

9 Nov 202317min

Signs of Softening in the October Jobs Report

Signs of Softening in the October Jobs Report

Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Curation and Strategy, discuss the October payrolls report. This episode was recorded on November 3, 2023. This communicatio...

3 Nov 20234min

Data Assets & Alpha Group: Trend-following in alternative markets, with Florin Court’s Deputy CIO

Data Assets & Alpha Group: Trend-following in alternative markets, with Florin Court’s Deputy CIO

In this episode we hear from David Denison, Deputy CIO of Hedge Fund Florin Court Capital, a diversified systematic asset manager.  David discusses the philosophy behind trading multiple diversified a...

1 Nov 202337min

Will Halloween Lead to a Strong Holiday Season?

Will Halloween Lead to a Strong Holiday Season?

From giant skeletons to pet costumes, find out what’s been filling Halloween shopping baskets with consumer sector specialist Briggs Barton and Carla Casella, Head of U.S. High Yield Consumer Products...

31 Okt 202310min

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