Castuner

Insights Now

Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

Our thought leaders sit down for a conversational breakdown of big ideas, future trends, emerging topics and their investment implications complete with key takeaways to help inform building stronger investment plans and portfolios for the long-term.

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Episodes

177 episodes

  1. The CEO View: The future of asset management in an AI-driven world 21:18
  2. Alternative Realities: Michael Cembalest on AI, energy and data centers 38:08
  3. The 2027 Long-Term Capital Market Assumptions 30:01
  4. Alternative Realities: AI, redemptions and rate hikes in private credit 17:17
  5. AI safety and the future of the buildout 23:59
  6. Alternative Realities: Modeling better portfolios 17:22
  7. How might midterm elections move markets? 25:16
  8. Alternative Realities: The impact of AI on the future of investing 23:39
  9. The 2008 Great Financial Crisis 25:13
  10. The Late-1990s Dot-Com Bubble 21:01
  11. The 1998 Collapse of Long-Term Capital Management 16:40
  12. The 1987 Stock Market Crash 18:30
  13. The 1929 Stock Market Crash 19:47
  14. Moments in market history 14:37
  15. Alternative Realities: The case for distressed debt investing in private credit 25:07
  16. Alternative Realities: How do you boost returns in a concentrated market? 25:35
  17. 2026 Mid-Year Outlook: Crosscurrents and Divergence Amidst an Increasing AI Surge 29:07
  18. Alternative Realities: Absolute return strategies & trouble in private credit? 23:48
  19. Making sense of geopolitical risk 30:17
  20. Saving smarter for college 20:17
  21. Alternative Realities: Inside JPMorganChase’s $1.5 trillion security and resiliency initiative 20:50
  22. Taking stock of today's markets 18:09
  23. Alternative Realities: How will portfolios evolve with inflation, credit and innovation? 25:09
  24. Navigating inflation, private credit and market sentiment 29:52
  25. Does diversification include crypto? 32:04
  26. Alternative Realities: What is the state of U.S. infrastructure? 18:15
  27. Are Millennials and Gen Z priced out? 30:57
  28. Alternative Realities: Geopolitics, private credit and portfolio construction 27:33
  29. Investing in AI opportunities across markets: Part 2 31:49
  30. Alternative Realities: What's next for oil prices? 17:54
  31. Investing in AI opportunities across markets: Part 1 23:35
  32. Navigating the equity market rotation 25:44
  33. Alternative Realities: How to evaluate private credit risks 17:00
  34. What the new Fed chair could mean for markets 19:47
  35. Alternative Realities: What trends will shape alternatives in 2026? 22:05
  36. Insights for the future of investing 20:45
  37. Alternative Realities: The 2026 Long Term Capital Market Assumptions: Challenges and opportunities 22:50
  38. 2026 Outlook: AI lift and economic drift 29:03
  39. Alternative Realities: Unlocking the future of alternatives in retirement plans 26:16
  40. How research informs investment strategy 22:05
  41. Alternative Realities: Stadiums, teams and private equity in sports 21:21
  42. What’s next for consumer markets? 30:34
  43. Alternative Realities: Rethinking the 60/40 portfolio 28:38
  44. Quantitative investing explained 19:52
  45. Alternative Realities: Private credit playbook 27:30
  46. Rethinking retirement through research 18:54
  47. Alternative Realities: Allocate smarter with alternatives 22:25
  48. How can policy power portfolios? 31:05
  49. Alternative Realities: Pearls of investment wisdom 28:51
  50. Why is asset allocation so important? 21:56