Making Sense

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.

Den här podcasten är hämtad från ett öppet RSS-flöde och publiceras inte av Podme. Den kan innehålla reklam.

Avsnitt(300)

Opportunities and headwinds for financial sponsors in 2025

Opportunities and headwinds for financial sponsors in 2025

John Burns, head of J.P. Morgan's Mid-Cap Financial Sponsors Group, hosts guests Adam Schwarzschild, co-head of North America Financial Sponsors Group, and Ray Raimondi, head of North America Strategi...

20 Maj 202523min

Humanoid robotics: A deep dive into automation’s next frontier

Humanoid robotics: A deep dive into automation’s next frontier

Humanoid robots, AI-powered machines resembling humans, are poised to transform automation by addressing labor shortages and revolutionize sectors such as manufacturing and healthcare. How soon can we...

16 Maj 202511min

Tariffs and trade tensions: How can companies manage the fallout?

Tariffs and trade tensions: How can companies manage the fallout?

“Trade is like water — it will flow through whatever is the path of least resistance.” Tariffs are reshaping international trade by disrupting supply chains and impacting business sentiment. How can c...

13 Maj 202525min

A new era of credit portfolio trading?

A new era of credit portfolio trading?

In this episode, Gurps Kharaud, head of Equities Digital Markets and Vida Portfolio Solutions, chats with Olivier Cajfinger, head of Investment-Grade Credit, Public Finance, Short-Term Credit, and Alt...

9 Maj 20259min

Trading Insights: A tactical US equity rally?

Trading Insights: A tactical US equity rally?

In this episode, Andrew Tyler, head of Global Market Intelligence, and Federico Manicardi, head of International Market Intelligence, speak with Eloise Goulder, head of the wider Data Assets & Alpha G...

6 Maj 202512min

April jobs report: Solid growth stands out against economic uncertainty

April jobs report: Solid growth stands out against economic uncertainty

Join Mike Feroli, J.P. Morgan's chief U.S. economist, and Alexa Hanelin from the North America Rate Sales team as they discuss the better-than-expected numbers from the April employment report. They b...

2 Maj 202510min

Securities taxation: Why custodians must adapt

Securities taxation: Why custodians must adapt

Explore the securities taxation landscape in Europe from a custodian’s perspective and understand the rapidly transforming tax regulatory environment, requiring a heightened focus on data, technology ...

30 Apr 202512min

Trading Insights: Data vs. model – what’s more important?

Trading Insights: Data vs. model – what’s more important?

In this episode, Edwina Lowe, product specialist in the Data Assets and Alpha Group, speaks with Eloise Goulder, head of the group. Edwina and Eloise discuss the merits of data vs. model in the system...

25 Apr 202515min

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