Best Alpha Bank Podcasts (2024)

1
What’s the Outlook for Markets and the Economy in Post-Election India? 24:55

1h ago24:55

24:55

How will the election results and a new coalition government shape the outlook for economic policy and financial markets in India? Join Jahangir Aziz, Head of Emerging Markets Economic Research and Sajjid Chinoy, Chief India Economist as they unpack what’s next for the Indian economy, corporate profits, financial markets and more. This episode wa…

1
Rowing to Success at J.P. Morgan 26:01

2h ago26:01

26:01

In this special episode, host David Rawlings catches up with J.P. Morgan employees who have made the leap from world champions to global finance. Mohamed Sbihi and Jessica Eddie discuss their professional athletic careers, the challenges of transitioning to a new industry, and the transferable skills and support systems that have facilitated their …

1
What Type of Investor Are You? Insights from 1000s of Investors 36:49

1h ago36:49

36:49

Send us a Text Message. Property Investing is all about YOU. So what type of investor are you? We try to help provide clarity, by sharing our experiences working with 1000s of property investors over the past 10 years. We categorise each investor group with: 1. What is your goal? 2. What mindset do you have to investing? 3. What Finance strategy su…

1
The Market Outlook at Mid-Year: A Long Road to Normal 31:49

6d ago31:49

31:49

Join J.P. Morgan’s Research analysts as they explore what lies ahead for markets in the second half of 2024. Will stock market concentration continue? What's the forecast for U.S. and international rates? And will commodity prices go up? 00:33 – Global growth with Bruce Kasman, Chief Global Economist 4:42 – Equities with Mislav Matejka, Head of Glo…

1
How Is Innovation Reshaping the Future of Healthcare? 15:33

2h ago15:33

15:33

Join host Dania Chehab from EMEA Healthcare Investment Banking team and Mike Gaito, Global Head of Healthcare Investment Banking, as they recap J.P. Morgan's second European Healthcare Symposium. Discover how innovation is revolutionizing healthcare, from biotech and med tech advancements to the impact of AI and machine learning. See how financing …

1
5 Years Since Covid: How The Property Market Has Been Impacted 29:10

1h ago29:10

29:10

Send us a Text Message. 5 years on, Covid is still driving some WEIRD outcomes to the housing market. We unpack 3 areas that are NOT back to normal just yet and what it means for property investors across the country. 1. Population Yo-Yo: The biggest fall in 50 years, and then the biggest rise a couple years later. Despite little change in the over…

1
What’s The Deal? | Are Animal Spirits Driving M&A in the UK and EMEA? 21:10

3h ago21:10

21:10

Host Evan Junek is joined by James Robinson, Head of UK and Ireland M&A, and Dwayne Lysaght, Head of EMEA M&A, to unpack the revitalization of the M&A market in the UK and EMEA. From increased overall confidence to global strategic deals, financial sponsors' opportunities and cross-border trends, get an in-depth look at what’s driving the market fo…

1
Vol Laundering and the Portrait of a Perfect Hedge 14:23

18h ago14:23

14:23

If smoothing returns is the feature not bug of private equity and credit, what strategy fully embraces the virtue of honest mark to market risk? What strategy highlights price shocks and the resulting level at which a portfolio could be unwound in a hurry as the basis of thinking about its efficacy? In this short podcast, I make the case that expos…

1
What’s The Deal? | Powering Growth through Partnership: Mid-Cap Investment Banking & Financial Sponsors 21:28

11d ago21:28

21:28

In this episode, host John Richert, Head of J.P. Morgan’s Mid-Cap Investment Banking Team, discusses current and future state of mid-cap finance with John Burns, Head of J.P. Morgan’s Mid-Cap Financial Sponsors Group. Their insightful conversation highlights the strength of their partnership and explores mid-cap trends in financing, M&A and sponsor…

1
What is the PRI's influence on financial markets? 44:53

1d ago44:53

44:53

Join us as we interview David Atkin from the PRI to discuss it's influence on financial markets. Discover how the UN Principles for Responsible Investment (PRI) is transforming the financial landscape with over 5,000 signatories managing $121 trillion in assets, integrating environmental, social, and governance (ESG) factors into investment decisio…

1
MIchelle Meyer, Chief Economist, Head of the Mastercard Economics Institute 37:49

2d ago37:49

37:49

A Wall Street economist who served institutional clients at both Lehman Brothers and Bank of America, Michelle Meyer, transitioned to Mastercard two and a half years ago, now serving as the firm’s Chief Economist and Head of the Mastercard Economics Institute. I had the opportunity to catch up with Michelle back in May and while much has of course …

1
Market Matters | Data Assets & Alpha Group: US Equities at All-Time Highs 13:59

3d ago13:59

13:59

In this episode, the group discuss risk / reward for US equities following a further leg higher and S&P500 hitting fresh all time highs (ATHs). They discuss fundamental drivers of the rally, market leadership, and the extent to which investor positioning has risen. They also discuss risk / reward for equities as we head into Q2 earnings season, and…

1
10 Lending Secrets to Help You Grow Your Investment Portfolio 45:33

3d ago45:33

45:33

Send us a Text Message. We unpack the 10 best LENDING policies that property investors must know to keep growing their property investing portfolio. Specifically we go through: 1. 95% loans with no mortgage insurance 2. Simple self-employed policies with shorter ABN histories 3. Simple refinance policy - 1% buffer refinancing 4. Non-banks with 1% o…

1
Research Recap | Does the June Jobs Report Indicate a Soft Landing? 8:03

5d ago8:03

8:03

Nonfarm payrolls increased by 206,000 in June — broadly in line with expectations — while the unemployment rate ticked up to 4.1%. Does this spell good news for the Fed? Join Mike Feroli, Chief U.S. Economist, and Phoebe White, Head of U.S. Inflation Strategy, as they discuss the implications for rate cuts, the health of the consumer, corporate bal…

1
What’s The Deal? | What’s Shaping the Capital Markets in 2024? 17:07

5d ago17:07

17:07

Join host Amaury Guzman and Kevin Foley, Global Head of Capital Markets, as they dive into the current state of global capital markets. Explore economic dynamics, IPO activity, M&A green shoots and private credit trends. Gain insights into how CEOs are navigating economic uncertainties and what lies ahead for the second half of 2024 and beyond. Thi…

1
Market Matters | Data Assets & Alpha Group: The Evolution of FICC Markets 19:47

8d ago19:47

19:47

In this episode, we hear from Kate Finlayson, Head of FICC Market Structure & Liquidity Strategy at J. P. Morgan. Kate discusses the complexities of FICC markets, how regulation and microstructural dynamics are shaping execution trends, and the likely path from here. Kate is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group. …

1
August Rate Rise Talk is REAL: Will They Put Australia Into Recession? 30:37

11d ago30:37

30:37

Send us a Text Message. Inflation data has come in too hot once again, and its increased the chance of rate rises again. With the Australian economy no longer growing and population growth slowing down, it is quite likely any further rate rises will be known as the 'recession rate rises'. We are at a pivot point in this economic cycle, and 30 days …

1
Market Matters | Data Assets & Alpha Group: The AI Supply Chain, with Timefolio’s Singapore CIO 24:41

13d ago24:41

24:41

In this episode, we hear from Jae Lee, CIO and CEO of Korean hedgefund Timefolio’s Singapore business. Jae discusses the importance of analyzing the supply chain to identify edge and alpha in stocks, components of the AI supply chain which are benefitting from greater barriers to entry and pricing power, use of data in this analysis, the extent to …

1
Research Recap | What’s Driving Rent Inflation? 17:01

17d ago17:01

17:01

While inflation has eased in recent months, rent costs are still running above pre-pandemic norms. What’s driving the strength in rental markets, and what are the implications for inflation going forward? Join Phoebe White, Head of U.S. Inflation Strategy, and Anthony Paolone, Co-Head of U.S. Real Estate Stock Research, as they explore the latest r…

1
Cuban’s Collar is Jensen’s Alpha 16:47

16d ago16:47

16:47

It’s been 25 years since Mark Cuban implemented an exceedingly well-timed and attractively priced hedge on shares of Yahoo. In this short podcast, we review the popular “zero cost collar” trade and discuss the factors that impact its pricing. Cuban is known for playing offense in investing, buying the Mavs and making deals on the Tank. But his defe…

1
What’s The Deal? | The Tech Pulse: Inside the 2024 Technology Investment Landscape 19:26

18d ago19:26

19:26

In this episode, host Pankaj Goel, Co-Head of J.P. Morgan's Technology Investment Banking for North America, delves into the dynamic technology landscape with Drago Rajkovic, Vice Chairman and Head of Technology M&A, and Greg Chamberlain, Co-Head of Technology Equity Capital Markets. They discuss current market performance, M&A and IPO activity and…

1
57. Sequencing Risk: Why The Expected Value Is Not What You Should Expect | Cockroach Strategy (Part 2) 19:53

17d ago19:53

19:53

In this second episode of the Cockroach Series, Jason Buck (Mutiny CIO) and Taylor Pearson (Mutiny CEO) delve into the intricacies of sequencing risk and its profound impact on portfolio construction. They explore concepts like expected value, ergodicity, and the importance of return order on investment outcomes. Whether you're planning for retirem…

1
Market Matters | Data Assets & Alpha Group: An Underperformance in European Equities 14:07

20d ago14:07

14:07

In this episode the group explore the risk / reward for European equities following a sharp period of underperformance vs US equities in recent weeks. They discuss recent macro and political dynamics across Europe, including upcoming elections in France and the UK, the extent to which investors have been selling European equities, and equity pocket…

1
What’s The Deal? | State of the High Yield Debt Capital Markets 6:58

1M ago6:58

6:58

Join host Amaury Guzman and Brian Tramontozzi, Head of North American Leveraged Finance Capital Markets, as they dive into the high yield and leveraged loan markets. With increased issuance volumes and heightened borrowing activity, learn about the trends shaping this dynamic sector from M&A green shoots to fund flows and more. This episode was re…

1
Correlation, Crowding and Convexity 15:30

23d ago15:30

15:30

There’s been some decent ink spilled recently on the “dispersion trade” which has profited from the epically low level of realized correlation among stocks. If winning trades attract capital and erode the margin of safety in the process, is this exposure crowded and vulnerable to an unwind? In this short pod, I lay out a 5-part, informal framework …

1
Garrett DeSimone, Head of Quantitative Research at OptionMetrics 48:44

25d ago48:44

48:44

Earning a Ph.D. in financial economics is no small feat. And not only did Garrett DeSimone do just that, but he would unknowingly embark on his future career in the process of doing so. His dissertation from the University of Delaware involved the study of event risk premia in single stocks ahead of earnings. And to perform the analysis he engaged …

1
How to Get More Bank Money: Commercial, Trust & SMSF Lending 39:04

27d ago39:04

39:04

Send us a Text Message. How to get money for ADVANCED Investors We go through commercial lending and how we've recently funded a loan with no personal income and how HNW individuals with large equity balances can utilise commercial property investments to continue to grow their portfolio. SMSF Lending allows you to continue to expand your portfolio…

1
What’s The Deal? | J.P. Morgan’s Board Summit: Takeaways for Directors in 2024 10:51

1M ago10:51

10:51

In this episode, host Rebecca Thornton and Charlie Post, Co-Head of Media & Communications M&A, recap the key takeaways from J.P. Morgan’s 13th Annual Board Summit. From succession planning to AI, climate literacy and the 2024 election insights, discover what board directors are prioritizing for 2024 and beyond. This episode was recorded on June 5,…

1
The Art of the Deal: How to Buy Property and Increase Your Chance of Success 40:23

30d ago40:23

40:23

Send us a Text Message. Every negotiation is about information, education & working together to getting a deal done. It is FAR easier to get deals done with experience, information than without. So, how do you, someone who doesnt actually buy property very often - get a successful conclusion? Its not as simple as picking out an apple at the store a…

1
There’s No Crying in Correlation 13:42

1M ago13:42

13:42

The study of correlation is valuable, informative and, likely an over-indulged in activity on Wall Street. That said, there are important risk considerations when it comes to how significantly assets move together or do not. The task at hand in this short podcast is to illustrate and contemplate the diverging paths of two important correlations: th…

1
Market Matters | Data Assets & Alpha Group: Extending the trend, with JP Morgan’s Lead CTA Structurer 24:25

2M ago24:25

24:25

In this episode we hear from Jagadish Chalasani, lead structurer for CTA strategies at J.P. Morgan. Jagadish runs through the benefits but also challenges of leveraging trend as an alpha strategy, and the means by which trend can be extended across regions, asset classes, time horizons and alternative signals – in order to diversify, enhance perfor…

1
Research Recap | May Jobs Report Exceeds Expectations 10:54

2M ago10:54

10:54

Despite signs of an economic slowdown, nonfarm payrolls increased by 272,000 in May, far surpassing expectations. In this episode, Phoebe White, Head of US Inflation Strategy, and Mike Feroli, Chief US Economist, discuss insights from the May US employment report, future economic trends, the Fed's actions, and the impact of immigration policies on …

1
Finding SPECIFIC Properties That Will Beat The Market: Alpha Property Investing 23:08

2M ago23:08

23:08

Send us a Text Message. *** Our sincere apologies, yesterdays version had audio quality errors. This version is corrected. As an individual property investor, you will be making a very very small number of property investments in your lifetime. Even Australia's Billionaire property developers make up a very small amount of total transactions. This …

1
What’s The Deal? | IPO Comeback: What’s Driving the Uptick? 17:17

2M ago17:17

17:17

Join host David Rawlings and Keith Canton, Head of Americas Equity Capital Markets, as they explore the resurgent IPO market in 2024. Discover key trends, from market participation to sector performance, and strategic considerations for companies going public. Learn about the crucial balance between profitability and growth, the importance of after…

1
The Zeroes…A Cross Asset Sequel 14:25

1M ago14:25

14:25

With option prices in the doldrums, your host provides some thoughts on why and in the process reflects on the skinny levels of risk premia a decade ago. I finish with some cautionary observations around what might go wrong. I hope you enjoy this short pod!By Dean Curnutt

1
Raghuram Rajan, Professor of Finance, Chicago Booth, and Former Head of Reserve Bank of India 52:43

1M ago52:43

52:43

It was a pleasure to welcome Raghuram Rajan back to the Alpha Exchange. Raghu is currently a distinguished professor at the Chicago Booth School of Business and is the former head of the Reserve Bank of India. With a deep understanding of the intersection of markets, the economy and policymaking, he is among the most important voices on Central Ban…

1
Research Recap | What Are the Implications of the Upcoming Elections? 13:45

2M ago13:45

13:45

2024 is a watershed year for elections, with 77 contests across the globe. How will the possible outcomes shape the macro outlook, and what are the ramifications for trade, investment and foreign policy? Join Chair of Global Research Joyce Chang and Chief Economist Bruce Kasman as they discuss these implications and more. This episode was recorded …

1
Market Matters | Data Assets & Alpha Group: Harnessing equity alphas, with Jupiter’s Head of Systematic Equities (Part 2) 21:56

2M ago21:56

21:56

In this episode we hear from Dr Amadeo Alentorn, Head of Systematic Equities at Jupiter Asset Management. In Part 2 Amadeo discusses competitive dynamics within the systematic equity space, navigating the impact of investor behavioural biases in markets, and avoiding crowding in the portfolio. Amadeo is in discussion with Eloise Goulder, Head of th…

1
What Market Is About To Go BOOM NOW! How to Find It 26:02

2M ago26:02

26:02

Send us a Text Message. Picking areas that are about to BOOM is entirely predictable. In fact, this is far easier to do than picking areas that MAY do well in the years ahead. Typically these markets have all the features of HIGH DEMAND, LOW SUPPLY That combination means prices are going to rise. Perhaps first in the rental market, and then spillov…

1
Market Matters | Data Assets & Alpha Group: Harnessing Equity Alphas, with Jupiter’s Head of Systematic Equities (Part 1) 28:05

2M ago28:05

28:05

In this episode we hear from Dr Amadeo Alentorn, Head of Systematic Equities at Jupiter Asset Management. In Part 1 Amadeo discusses the evolution of systematic equity investing over the last 20 years, the intersection of harnessing fundamental finance with data science techniques, and the evolution of data and compute methods (including use of AI)…

1
Harry Markopolos, "The Man Who Knew" 40:39

2M ago40:39

40:39

Corporate Fraud is an unfortunate, costly and seemingly never-ending aspect of the world of business. In the best case, fraud is prevented or, at least caught before harm is done. All too often, however, these cases of deception lead to large financial losses, impacting the lives of many - shareholders, individuals and certainly those that are cour…

1
How to Find Property Markets That Will Go BOOM in 2-3 years? 32:53

2M ago32:53

32:53

Send us a Text Message. INVESTOR SPECIAL SERIES 1/4: Over the past 10 years, I’ve had the pleasure of working with the best, 1000s of property investors, etc. This has framed my property investing strategy, the ‘alpha-beta’ strategy. Property markets work in cycles. If the average growth rate is 6%, then that is made up of years of 20%+ growth and …

1
What’s The Deal? | High Tides Lift All Boats: Connecting for Success at J.P. Morgan's Board Summit 21:51

2M ago21:51

21:51

Join host Rebecca Thornton and guest Jan Singer, former CEO and current Board Director, as they explore the complexities of boardroom dynamics, the evolving role of CEOs and the impact of consumer trends on corporate strategy. Get a sneak peek at the key themes shaping the upcoming J.P. Morgan Board Summit. This episode was recorded on May 8, 2024.…

1
Are you in demand in the current job market? 51:01

2M ago51:01

51:01

Join us as we interview Meredith Jordan & Lindsay Hurst, from Platinum Pacific Partners. We discuss the state of the job market in the Australian finance industry, what skillsets are in demand, whether further education will help you seal the deal and how to leave a lasting impression in an interview. Alpha Females Invest is a financial investing p…

1
Market Matters | FICC Market Structure: The Evolving Execution Ecosystem 15:53

2M ago15:53

15:53

Which asset classes are next to be electronified and how is the network effect driving trading trends? Head of Digital Markets, Eddie Wen joins Kate Finlayson, Head of FICC Market Structure & Liquidity Strategy, to discuss automation in trading, the blurring lines between retail and institutional markets and how data can work to optimize business. …

1
Research Recap | How Are Streaming Platforms Reshaping Entertainment? 16:52

2M ago16:52

16:52

In this episode of Research Recap, Jack Atherton, who covers Technology, Media and Telecom Specialist Sales, delves into the latest trends shaping the streaming industry with Doug Anmuth, Head of the U.S. Internet Research Team, and David Karnovsky, Head of U.S. Media, Entertainment, and Advertising. The discussion covers the current state of the s…

1
What’s The Deal? | Unpacking Renewable Energy Across Asia Pacific 10:33

2M ago10:33

10:33

In this episode, host Matthew Chan, head of J.P. Morgan Sustainability and ESG Engagement in Asia Pacific, sits down with Greg Zdun, Head of Asia Pacific Energy, Power, Renewables and Metal & Mining at J.P. Morgan, to unpack energy transition with a focus on renewables across the region. They dive into the acceleration of renewables investment in r…

1
Research Recap | More Upside Risks for the Oil Market? 9:12

2M ago9:12

9:12

Brent Crude has traded roughly 20% higher since the start of the year due to a combination of strong demand growth and production cuts. Looking ahead, could oil prices reach close to $100 by September? Join Natasha Kaneva, Global Head of Commodities Research, and David Levi, Global Head of Commodity Institutional Sales, as they discuss the outlook …

1
Kris Kumar, CIO, Goose Hollow Capital 1:03:01

2M ago1:03:01

1:03:01

It was a pleasure to welcome Kris Kumar, CIO of Goose Hollow Capital, to the Alpha Exchange. Our conversation starts with Fed policy and the manner in which the 500bps of policy tightening is impacting the economy. To this, Kris argues that the propitious starting position for households and corporates in this cycle has been quite different than in…

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