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Making Sense

J.P. Morgan

“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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300 avsnitt

  1. US midterms: Fiscal, market and geopolitical implications of the "blue wave" 27:40
  2. Rebuilding resilience in America’s pharmaceutical supply chain 14:58
  3. Capital is tilting East: Inside Asia’s AI gold rush 19:16
  4. Closing the defense production gap 9:42
  5. Sponsors, spreads and stress testing: Navigating 2026’s rate reset 14:47
  6. The evolution of hedge fund performance: From enhancer to diversifier 19:05
  7. How modern payments drive growth and resilience 18:56
  8. One Year In: Advancing Economic Security and Resiliency 12:38
  9. Blackstone on hedge funds: Why multi-strats are back 21:38
  10. September jobs report: "When the risks are two-sided, you're in good position" 9:12
  11. Why tokenization is gaining momentum 19:03
  12. The Fed hikes rates. What happens now? 8:36
  13. Navigating credit markets in 2026: “Don’t let the macro narrative overwhelm the micro” 19:48
  14. The future of treasury: From back office to strategic forefront 24:19
  15. How is automation shaping emerging markets? 14:56
  16. What's next for tech equity capital markets in a record year for mega-cap IPOs? 16:41
  17. Innovate to simplify: Structuring for modern markets 22:39
  18. The capital required for critical supply chains 11:35
  19. Power surge: The US electricity derivatives boom, with ElectronX 15:24
  20. The new defense playbook: Partnerships, capital, capability 9:15
  21. Global equities check-in: Europe strong, Asia rebuilding 13:37
  22. CPI, inflation & IMAX: Why “fun” still feels expensive 21:19
  23. Inside Blackstone’s hedge fund investing platform 31:51
  24. July jobs report: How a big headline miss may be overstating weakness 10:47
  25. Geopolitics vs. markets: How might the US, China and Iran reshape global risk? 19:53
  26. Deals and discipline: What’s driving markets at mid-year? 22:12
  27. Momentum vs. fundamentals in the AI trade: Insights from BlackRock 21:21
  28. Sifting through shifts in Asia Pacific gold trading 14:12
  29. The rise, reach and rallying power of the retail investor in Asia 16:15
  30. What’s driving the systematic shift in commodities trading? 21:19
  31. The future of commerce: Why checkout matters most 19:14
  32. 2026 mid-year outlook: Resilient growth, sticky inflation, shifting Policy 49:39
  33. Dealmaking in healthcare: A mid-year pulse check 20:24
  34. Coming soon: 2026 Global Research mid-year outlook (Full episode out Monday) 0:42
  35. Security and Resiliency in Action: Powering the AI revolution 8:20
  36. Emerging market credit: Liquidity in a new era 12:38
  37. Equities update at mid-year: What drove the recent rally and what’s next? 24:05
  38. Airline industry outlook: Fuel, fares and demand shifts heading into summer 17:02
  39. Unlocking liquidity: The evolution of structured financing in private markets 12:15
  40. Convergence in motion: Inside the institutional blockchain shift 19:29
  41. A quant’s guide to finding alpha in commodities trading 21:33
  42. What to expect from a Warsh-led Fed 10:49
  43. Staying a step ahead in the bold new era of shareholder activism 21:58
  44. The hidden costs of resilience: Financing the new supply chain reality 27:30
  45. April jobs report: “Better than expected,” signs of resilience, and AI’s impact 10:53
  46. The interplay between liquidity and collateral 24:13
  47. ETFs and mutual funds: What dual share classes could mean for investors 27:16
  48. How are retail investor dynamics shaping equity markets? 17:56
  49. Explaining the disconnect between geopolitics and markets 28:51
  50. Equities are back to all-time highs — what’s next? 14:18