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)

What’s Scott Galloway’s Secret to Good Leadership?

What’s Scott Galloway’s Secret to Good Leadership?

What does a former investment banker — and successful entrepreneur — have to say about leadership? During J.P. Morgan’s recent Tech Stars Leadership Forum, Scott Galloway, Professor of Marketing at NY...

9 Okt 202310min

September Jobs Report Exceeds Expectations

September Jobs Report Exceeds Expectations

Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Curation and Strategy, discuss the September payrolls report. This episode was recorded on October 6, 2023. This communicati...

6 Okt 20234min

Data Assets & Alpha Group: A Discretionary Investing Lens, with Carmignac’s UK CEO

Data Assets & Alpha Group: A Discretionary Investing Lens, with Carmignac’s UK CEO

In this episode, we hear from Maxime Carmignac, CEO and Director of Carmignac UK.  Maxime discusses the benefits of the fundamental discretionary investing style, how ESG can most powerfully be captur...

3 Okt 202328min

Debt Capital Markets Have Turned a New Leaf This Fall

Debt Capital Markets Have Turned a New Leaf This Fall

Join Kathleen Darling as she hosts Brian Tramontozzi, Head of North American Leveraged Finance Capital Markets, to discuss the ever-so-active leveraged loan and high yield markets post-Labor Day reope...

28 Sep 20237min

Data Assets & Alpha Group Podcast: UK – Overlooked but Ripe with Opportunities

Data Assets & Alpha Group Podcast: UK – Overlooked but Ripe with Opportunities

In this episode, Krupa Patel dives into the UK economy and markets. She discusses the current UK inflation, growth and policy backdrop, how it differs from the rest of the DM world, and, in Krupa’s vi...

26 Sep 202322min

Hollywood Strikes and the Broader Media Industry

Hollywood Strikes and the Broader Media Industry

From the Hollywood strikes to carriage disputes and cord-cutting, media companies are grappling with several challenges. Join Philip Cusick (U.S. Communications Services, Infrastructure and Media), Da...

22 Sep 202325min

What Is Behind the Rise in Shareholder Activism?

What Is Behind the Rise in Shareholder Activism?

As shareholder activism gains momentum worldwide, this podcast sheds light on key trends covering universal proxy rules, the capital allocation debate, M&A activity and the overall global outlook. Lea...

21 Sep 202316min

Data Assets & Alpha Group: AI in the Investment Process

Data Assets & Alpha Group: AI in the Investment Process

In this episode, we hear from Peng Cheng, Head of Big Data and AI Strategies in the Global Research department of J.P. Morgan.  Peng runs through two ways in which his team are leveraging ML/ AI techn...

19 Sep 202331min

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