Best J.P. Morgan Asset Management Market Insights Podcasts (2024)

1
2147: Maximizing Real Estate Tax Benefits - Leveraging Real Estate for Maximum Savings 30:15

12h ago30:15

30:15

Today, Jason is interviewed with Easy Pay Direct founder, Brad Weimert. Jason gives tremendous insights in Real estate investment. It offers significant leverage and tax benefits, especially through depreciation. Depreciating the structure on residential property over 27.5 years or 39 for commercial, allows you to treat it as a loss for tax purpose…

1
Market Matters | Data Assets & Alpha Group: Equity Concentration Risks and the Retail Investor 20:43

6h ago20:43

20:43

In this episode, we hear from Chris Andrew, Head of EMEA Market Structure at JP Morgan. Chris runs through the evolution of equity turnover ratios across Europe and the US, the extent to which turnover ratios in the US have become increasingly concentrated in a limited set of stocks and sectors, the likely involvement of the retail investor in driv…

1
Impact-Driven Forestry Investing: Biodiversity & Climate Returns Beyond Business As Usual | Charlotte Kaiser, Head of Impact Finance, BTG Pactual TIG (#041) 1:10:42

5h ago1:10:42

1:10:42

Traditional timberland investing has historically attracted those with long investment horizons, drawn by its reputation as a solid inflation hedge and ability to deliver cash yields competitive with public equities over the long term. But imagine investing in forests not just for profit, but as a powerful agent of global sustainability and conserv…

1
The Causes and Consequences of More Volatile Bonds 10:11

2h ago10:11

10:11

Since the advent of modern financial markets, bonds have always had the reputation of being conservative – rather like an elderly family lawyer in a leather-bound chair frowning at more jumpy and excitable stocks. Bonds would never make you rich. However, they would provide you with a moderate, steady and dependable income. This reputation was chal…

1
2146: Tax Talk: Understanding Cost Segregation and Other Key Strategies for Real Estate Investors with CPA Amanda Han 40:01

10h ago40:01

40:01

Jason discusses saving on taxes with returning guest CPA Amanda Han. He emphasizes the significance of taxes as life's largest expense and the benefits of real estate investment for tax savings. Jason highlights the record number of mortgage-free homeowners in the US, attributing the slight decline to increased investor interest in leveraging inves…

1
Market Matters | FICC Market Structure: Tapping into Asia’s Markets 12:12

7h ago12:12

12:12

How are financial markets in Asia attracting increased foreign investor participation? Leland Price and Meridy Cleary from the FICC Market Structure & Liquidity Strategy team discuss some of the most impactful developments contributing to the growing demand and liquidity in fixed income and FX markets in the region. This episode was recorded on Mar…

1
Investing in Global Transportation Assets with Anurag Agarwal (J.P. Morgan Asset Management) 36:34

2h ago36:34

36:34

On this episode of the Invest it Best podcast host Ted Richards speaks with Anurag Agarwal, Head of Portfolio Management for the Global Transportation Group at J.P. Morgan Asset Management. They discuss investing in global transportation assets including the following; - The different types of transport assets that are critical to the global supply…

1
2145 FBF: Housing Starts, Equity Stripping & The Birthplace of Capitalism with Dr. Nima Sanandaji 42:24

2h ago42:24

42:24

This Flashback Friday is from episode 1028 published last July 18, 2018. Jason Hartman starts today's episode from Naples, discussing how, despite what you may think, the demise of America is greatly overstated when you start asking the question "Compared to what?". He also brings a morsel of hope to real estate investors, as housing inventory is s…

1
2144: Behind the Numbers: Insights from Institutional Players on Real Estate Trends with Lance Lambert Part 2 35:43

1d ago35:43

35:43

Jason Hartman reflects on the three types of people in life: those who make things happen, those who watch things happen, and those who wonder what happened. Drawing on personal experiences, he emphasizes the importance of taking action and overcoming self-doubt to achieve success. Additionally, Hartman shares an intriguing chart illustrating the c…

1
Market Matters | Data Assets & Alpha Group: Evolution of Data Management – And Where to Next 20:27

2d ago20:27

20:27

In this episode, we hear from Gerard Francis and Ashley Peterson on the evolution of data management to date, and the likely path from here. They discuss how the data landscape has evolved over the last few decades; who the key users of that data are and common pain points they face; how the industry is evolving to address those needs; and how use …

1
2143: Navigating the Tight Resale Market: Lance Lambert's Expert Analysis on Housing Supply Dynamics Part 1 36:53

10d ago36:53

36:53

Jason sheds light on the shifting dynamics of commercial real estate, emphasizing the diminishing demand for traditional office and retail spaces due to remote work and online shopping trends. With insights on the retail apocalypse and industrial offshoring, the discussion highlights the enduring value of residential properties as an investment. Di…

1
The Dollar Dynasty 9:30

3d ago9:30

9:30

Growing up in New England, our sons had a privileged childhood as sports fans and particularly as football fans. Between 2001 and 2020, the New England Patriots, coached by Bill Belichick and with Tom Brady at quarterback, competed in nine super bowls and won six of them - a truly extraordinary performance in a league of 32 teams. It is all the mor…

1
Wall Street's Green Bond Warrior: From Creating GB Principles to Financing the Energy Transition | Marilyn Ceci, JP Morgan (#040) 1:16:19

6d ago1:16:19

1:16:19

The world of finance has proven that it has the power to drive the global decarbonization effort and advance interest in ESG investments. ⁤⁤Learn how this is happening with one of the architects of the Green Bond Principles. ⁤Today's guest is Marilyn Ceci, a titan in the world of sustainable finance. ⁤She started in interest rate sales at JP Morgan…

1
2142 FBF: Doing Capitalism in the Innovation Economy, Reconfiguring the Three-Player Game between Markets, Speculators & the State with Bill Janeway 37:06

6d ago37:06

37:06

This Flashback Friday is from episode 1025 published last July 11, 2018. Jason Hartman starts off the show from Croatia discussing the difference in investing when there are private companies involved versus when the government is involved. With private companies you know what you're going to get, they're going to follow supply & demand and try to …

1
Finding income and fighting inflation with Infrastructure 18:58

8d ago18:58

18:58

Watch the video version on YouTube. Over the last decade, extraordinarily low interest rates have made it difficult for investors to generate income within portfolios. While rates have risen over the past two years, so has bond market volatility and a higher correlation between stocks and bonds has made the search for uncorrelated sources of income…

1
2141: The Shrinking Middle Class: Wealth Gap Strategies in a Shifting Economy 31:35

12d ago31:35

31:35

Jason examines the shifting dynamics of the U.S. economy, focusing on the contraction of the middle class and the widening wealth gap. While some portray the housing market with negativity, a closer look reveals a segment of the population making significant cash purchases. This trend underscores the importance of identifying and capitalizing on so…

1
What’s The Deal? | Mobilizing Development Finance in Asia Pacific 17:49

9d ago17:49

17:49

Progress in Asia Pacific is crucial for achieving the UN's Sustainable Development Goals globally. However, identifying suitable financing opportunities for sustainable development is often seen as a barrier to capital inflow to the region. Join Arsalan Mahtafar, Head of J.P. Morgan Development Finance Institution, and host Matthew Chan, Head of Su…

1
2140: The Opposite is True: Discover Enemies & Allies by Efren Delgado 36:55

17d ago36:55

36:55

Jason shares a video of Barbara Corcoran sharing her insights on real estate amidst the pandemic. Despite widespread beliefs, housing prices continue to surge due to low inventory and high demand. Corcoran advises potential buyers to act quickly, emphasizing the enduring appeal of homeownership. Jason also touches on the economic potential of an ec…

1
The Right Time to Cut Rates 9:07

14d ago9:07

9:07

Next Monday, I once again get to lace up my shoes and join my friends from the Dana-Farber team in running the Boston Marathon. This year will be particularly special, as both of our sons are also running the race. One of the advantages of being an older member of the team, (and I can testify to plenty of disadvantages), is that you accumulate advi…

1
Research Recap | How is the Generative AI Landscape Evolving? 25:48

10d ago25:48

25:48

Dive into the future of generative AI with Mark Murphy, Head of U.S. Enterprise Software Research, Gokul Hariharan, Co-Head of APAC TMT Research, and Jack Atherton, who covers TMT Specialist Sales. In this episode, they explore the burgeoning generative AI landscape: What are companies spending on? What’s going on with custom silicon programs? And …

1
How To Generate Alpha & Impact in Emerging Markets with THIS Cutting-Edge ESG Quant Strategy | Asha Mehta (#039) 1:39:52

11d ago1:39:52

1:39:52

Emerging and frontier markets are full of opportunities often overlooked by the mainstream investment community. Today’s guest will help us understand these markets and prove how systematic investing in publicly listed equities can unlock their potential for alpha and impact generation. Meet Asha Mehta, the managing partner & CIO at Global Delta Ca…

1
Research Recap | March Jobs Report Underscores Labor Market Tightness 11:08

13d ago11:08

11:08

Non-farm payrolls increased by 303,000 last month, far exceeding expectations. What’s underpinning the strength in the U.S. labor market? What does this mean for the inflation outlook? And what’s the path forward for the Fed? Mike Feroli, Chief U.S. Economist, sits down with Phoebe White, Head of U.S. Inflation Strategy, to discuss key takeaways fr…

1
2139 FBF: Mini Client Case Studies 28:28

13d ago28:28

28:28

Today's Flashback Friday is from episode 1001, published last May 16, 2018. Creating Wealth's 1001st episode is a time to take a look back at the people who have made this show possible, the listeners and clients. Jason has been blessed to have such great clients who come on the podcast to tell other listeners about their real estate journey. Today…

1
What’s The Deal? | How Can Tax Equity Spur the Energy Transition? 13:02

14d ago13:02

13:02

In this episode, host Evan Junek sits down with Rubiao Song, Head of Energy Tax Equity Investments, to discuss how this structured equity plays a key role in the development of renewable energy in the U.S. Learn about the economic impact of these investments, opportunities associated with the Inflation Reduction Act (IRA), and more. This episode wa…

1
A New Perspective for Credit Investors 18:29

15d ago18:29

18:29

Today’s credit markets offer investors an unprecedented range of risk and return opportunities, but also greater complexity that makes it challenging to allocate capital efficiently. In this special edition SIAG episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, talks with Samrawit Soquar, Global Head of Research, Global Fixed Incom…

1
2138: Rising Above Foreclosures: Thriving in Challenging Economic Times 31:46

22d ago31:46

31:46

Jason Hartman discusses the inflationary cycle and its impact on investments, particularly real estate. He highlights the stickiness of certain economic factors like wages and shortage-induced inflation. Despite global staff shortages, he notes benefits for real estate investors due to inflation indexing and debt devaluation. Hartman emphasizes sel…

1
Market Matters | Data Assets & Alpha Group: APAC Equity Market Structure & the Liquidity Landscape 23:21

16d ago23:21

23:21

In this episode, the group discusses dynamics in APAC equity market structure, including the rise in APAC turnover ratios in recent years (in contrast to the decline in European turnover ratios), the dominance of the APAC retail investor, and key market structure themes to watch through 2024. Clare Witts, Head of Market Structure for APAC, is in di…

1
2137: The Great Rent Surge: Explore the Hottest Markets Driving Income Property Success! 27:04

17d ago27:04

27:04

Jason emphasizes the importance of the rental market and direct investment in rental properties, highlighting the potential for stable income and tax advantages. He also discusses the recent trends in rental increases across the US, indicating some markets like Phoenix as challenging due to oversupply. Lastly, he promotes the upcoming empowered inv…

1
Research Recap | How are Rising Cocoa Prices Impacting Chocolate Brands? 10:19

18d ago10:19

10:19

Cocoa prices have soared to an all-time high due to a global supply shortage. What’s the impact on chocolate makers, and what are they doing to adapt? Here, Ken Goldman, Lead Equity Research Analyst for U.S. Food Producers and Food Retailers, and Celine Pannuti, Head of European Staples and Beverages, share their thoughts with Shirley Wang, a credi…

1
2136 FBF: SECRECY WORLD, Inside the Panama Papers Investigation of Illicit Money Networks & the Global Elite by Jake Bernstein 36:21

20d ago36:21

36:21

Today's Flashback Friday is from episode 988, published last April 16, 2018. Jason Hartman does this episode from the US territory of Puerto Rico, where he's spent a few days seeing if he wants to live in this tax haven. The thing about Puerto Rico, however, is that while it might be a place with low tax, it's not a place with low real estate price…

1
Beyond the public markets a path to premium returns 26:25

28d ago26:25

26:25

Watch the video version on YouTube. Coming out of the pandemic. Fiscal and monetary stimulus provided support for fundraising deals and exit activity within the private equity market. Even as fiscal stimulus has waned and the Federal Reserve has tightened policy. Better than expected economic activity and earnings have supported recent performance.…

1
What's The Deal? | The EMEA Brief: Unpacking Investment Banking Dynamics in the Region 15:51

22d ago15:51

15:51

In this episode, host David Rawlings chats with Dorothee Blessing and Conor Hillery, Co-Heads of Investment Banking for EMEA at J.P. Morgan, on the financial pulse of the EMEA region. They explore the impact of geopolitical influences, regulatory shifts, and the M&A outlook in a rapidly evolving economic and investment banking landscape. This episo…

1
2135: Data-Driven Insights: Unveiling Opportunities in Today's Housing Market with Rick Sharga Part 2 39:34

22d ago39:34

39:34

Jason discussed various topics related to the housing market, including current and forecasted mortgage rates, the ongoing inventory shortage, and the state of the multifamily housing market. He also addressed the issue of housing affordability, arguing that it is not a necessary condition for a healthy market, and shared his own experiences in the…

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J.P. Morgan Asset Management Market Insights Podcasts

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