Best J.P. Morgan Global Research Podcasts (2024)

1
US Rates Strategy: Unpacking a big week for US rates 16:43

3h ago16:43

16:43

On this episode, Jay Barry and Phoebe White discuss the implications of the recent events in Europe on Treasury market liquidity, as well as their takeaways from the downside surprise in May CPI and their thoughts ahead for US rates and inflation markets. They are hesitant to take too much signal from the weakness in core inflation in May and still…

1
Global Rates: French election still a main focus for European rate markets, UK election and BoE much less impactful 13:03

1h ago13:03

13:03

Rates strategists Francis Diamond and Aditya Chordia discuss some current key themes and topics for European rate markets. French politics is the focus for Euro rate markets and with the situation fluid they discuss what has changed over the past few days and how that impacts on view on French spread and other intra-EMU spreads. They also touch on …

1
Global Commodities: Another Thirteen 10:11

2h ago10:11

10:11

Acknowledging the notable slowdown in drilling activity, we now expect annual US crude oil output, including condensate, to increase by 362 kbd in 2024 and 395 kbd in 2025. While oil recovered per foot drilled in the US shale basins fell 12% since its peak in 2021, operational efficiencies, which began being implemented more widely last year, are m…

1
Global FX: Reading the tea leaves 17:22

5h ago17:22

17:22

Meera Chandan and Patrick Locke discuss the implications of US inflation and the FOMC, as well as recent vol shocks for the dollar and FX markets. Speakers: Meera Chandan, Global FX Strategy Patrick Locke, Global FX Strategy This podcast was recorded on 14 June 2024. This communication is provided for information purposes only. Institutional client…

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

9h 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
2169 FBF: Rental Demographics, Banking Conspiracies & European Attitudes 32:53

6h ago32:53

32:53

This Flashback Friday is from episode 1027, published last July 16, 2018. Jason Hartman is joined by Venture Alliance member Carmen today in Naples, as the two discuss the importance of music on society (and why it might be more important than monetary control), why complaining is actually important, and some good book recommendations for those int…

1
EM Fixed Income Focus: Deciphering the multitude of volatility drivers 21:30

21h ago21:30

21:30

Jonny Goulden and Saad Siddiqui analyse the multiple global and EM-specific drivers of rise in volatility hitting EM markets. This podcast was recorded on 14 June 2024. This communication is provided for information purposes only. Institutional clients; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase …

1
2168: Uncovering Hidden Wealth: Beating Inflation and Understanding Housing Demand in Real Estate Investing Part 2 28:07

4h ago28:07

28:07

Today we delve into the psychology of investing, market predictions, and strategies to beat inflation. We discuss the hidden wealth in income properties, likening them to icebergs with unseen benefits such as principal pay down, tax benefits, and inflation-induced debt destruction. Using a real estate example from 2011-2021, we illustrate how prope…

1
Global FX, Rates & Economics: French election: Thoughts on outcome and implications on rates/ FX markets 19:59

3d ago19:59

19:59

Raphael Brun-Aguerre, Aditya Chordia and Meera Chandan discuss the path ahead for the French lower house elections in the coming weeks as well as implications for FX / rates markets. This podcast was recorded on 11 June 2024. This communication is provided for information purposes only. Institutional clients can view the related reports at https://…

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

34m 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
Frontier Markets Fixed Income Conference Key Takeaways 15:34

1h ago15:34

15:34

Take a seat at the table as we unpack key takeaways from our recently concluded annual Frontier Markets Fixed Income Conference in London and highlight top themes in this special episode of At Any Rate. Speakers: Saad Siddiqui, Head of Local Markets Strategy for EMEA EM Ayomide Mejabi, Frontier Market Strategy Ben Ramsey, Head of EM Sovereign Credi…

1
2167: Empowered Investing: Achieving Long-Term Financial Goals with Income Property Part 1 25:09

4d ago25:09

25:09

Jason discusses the importance of understanding and visualizing data for better comprehension. He recommends listening to his podcasts before reviewing visual aids, suggesting this method enhances understanding. He emphasizes long-term goals and delayed gratification, sharing a personal anecdote about his mother's journey from poverty to owning a m…

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

4h 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
Global FX: Assessing carry trade deleveraging and G10 FX views from here 14:18

3h ago14:18

14:18

We assess the impact of this week’s FX carry trade deleveraging, as well as FX views from here after the ECB, BoC and US payrolls, ahead of key event risk next week. Speakers: Patrick Locke, Global FX Strategy James Nelligan, Global FX Strategy This podcast was recorded on 7 June 2024. This communication is provided for information purposes only. I…

1
Global Commodities: The unnecessary taper tantrum 10:03

4d ago10:03

10:03

Speakers: Natasha Kaneva, Head of Global Commodities and Oil Research The market’s verdict on the OPEC+ decision was likely behind the 6% fall in oil prices this week. The producers’ group extended its 3.6 mbd of supply reductions through 2025, but it also announced plans to gradually unwind 2.2 mbd of voluntary cuts starting in October, subject to…

1
2166 FBF: Controlling Money Supply, Changing Demand for Debt & Using Smart Home Technology for Self-Management 31:02

7d ago31:02

31:02

This Flashback Friday is from episode 1102, published last December 26, 2018. Jason Hartman takes today's post-Christmas episode to go over some of the news from one of the most news-filled holiday seasons he can remember. There's a clash going on right now between the government (mostly Trump) and the Fed, but is it really such a good idea to let …

1
EM Fixed Income: Emerging Markets Outlook & Strategy for 2H24 18:35

2h ago18:35

18:35

J.P. Morgan economists and strategists discuss the outlook for Emerging Markets in H2, focusing also on the various channels in which the upcoming US election - which looks set to dominate H2 - can impact EM economies and fixed income markets. Speakers Luis Oganes - Head of Global Macro Research Jonny Goulden - Head of EM Fixed Income Strategy Nora…

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

1d 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
2165: Revolutionary Insights: How Overproduction of Elites Fuels Unrest with Peter Turchin Part 2 31:51

2d ago31:51

31:51

Jason gives an overview of the current state of various real estate markets, highlighting a slight sellers' advantage with the national median price at $453,000. He underscored the diversified nature of real estate as an asset class and invited attendees to join the upcoming free monthly Zoom meeting with Tom Wheelwright. Additionally, he thanked t…

1
Seeking Growth Opportunities Outside the U.S. Market: A Conversation with Shane Duffy, Portfolio Manager at J.P. Morgan Investment Management 29:01

3d ago29:01

29:01

In this episode, we hear about growth opportunities outside the U.S. market, which has been dominated by U.S. technology firms, primarily those investing in generative artificial intelligence. Shane Duffy, Lead Portfolio Manager for J.P. Morgan's International Equity Growth strategy, identifies growth opportunities overseas, not just in technology …

1
2164: Predicting Social Turmoil- Peter Turchin on Cliodynamics and America's Future Part 1 26:51

4d ago26:51

26:51

Jason discusses history and it's complexities with complexity scientist guest Peter Turchin. Jason also updates listeners on recent events, including a collective mastermind in Orlando and an upcoming talk at the Rebel Capitalist event. He promotes the Empowered Investor Pro membership, highlighting its benefits and exclusive monthly Zoom meetings,…

1
US Rates: Wait till next year 15:27

9d ago15:27

15:27

Rates strategists Jay Barry and Afonso Borges discuss the medium-term outlook for Treasury supply and the risks to the Treasury market ahead of next week’s first-tier data. Speakers: US Treasury Market Daily – Jay Barry US Fixed Income Markets Weekly – Jay Barry This podcast was recorded on 31 May 2024. This communication is provided for informatio…

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

7d 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
Global FX: G10 central bank meetings and read-across for currencies 17:54

8d ago17:54

17:54

FX markets focus will become US-centric with payrolls, CPI and FOMC on the calendar. But June also brings other G10 central bank meetings. We discuss outlook for currencies going into this key month and event risk. Speakers Meera Chandan, Global FX Strategy Patrick Locke, Global FX Strategy James Nelligan, Global FX Strategy This podcast was record…

1
Global Rates : A round up of hot topics for European rate markets 13:38

7d ago13:38

13:38

Rates strategists Francis Diamond, Fabio Bassi and Aditya Chordia discuss some current key themes and topics for European rate markets. They cover the upcoming May ECB meeting, valuations in swap and bond space views on swap spreads, the upcoming French ratings review and the relevance of European Parliamentary and the UK general election for rate …

1
2163 FBF: Mini Client Case Studies 28:17

7d ago28:17

28:17

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
2162: Digital Currencies & Control: Navigating Privacy in a Cashless World & Building Resilient Financial Strategies with Catherine Austin Fitts Part 2 27:25

17d ago27:25

27:25

Jason welcomes back Catherine Austin Fits as the guest of the show, and also announces the upcoming Wednesday masterclass on Zoom, focusing on taxation and money-saving strategies. The first guest for these high-content discussions will be 'Rich Dad' author Tom Wheelwright, who wrote the book "Tax-Free Wealth." This FREE masterclass, aimed at provi…

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

9d 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
EM Fixed Income: MXN - Not your padre’s peso II 19:47

10d ago19:47

19:47

Luis Oganes, Saad Siddiqui and Tania Escobedo, revisit the forces behind the Mexican peso’s regime shift from a high-beta risk proxy to a lower-beta currency on a trend-appreciation path as Mexico benefits from the geopolitical dividends of nearshoring. They also touch upon upcoming risks around elections, as well as valuations. Speakers Luis Ogane…

Podcasts Worth a Listen

J.P. Morgan Global Research Podcasts

Podcasts Worth a Listen

Quick Reference Guide