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

1
Unpacking the Investment Banking Outlook in Asia Pacific 12:32

1h ago12:32

12:32

From the key regional markets of Japan, India and China to trending sectors, join host Mark Fiteny and Paul Uren, Head of Asia Pacific Investment Banking to get the update on where the bright spots in investment banking activity are in Asia Pacific. Hear the latest on private equity and financial sponsor activity, M&A and how to capitalize on curre…

1
2189: Multifamily Housing Crisis: Delinquencies and Market Outlook 23:25

3h ago23:25

23:25

Greetings from Serbia! The real estate market remains stagnant due to past rate hikes, with buyers awaiting potential Federal Reserve rate cuts and sellers reluctant to move from low mortgage rates to higher ones. Sales volume is low, but prices are still rising, making homes less affordable. The rental market remains undervalued, and rents are exp…

1
Tactical US Equity View as Earnings Ramp Up 11:12

3h ago11:12

11:12

In this episode, the Data Assets & Alpha Group discuss the drivers of the recent sell-off and rotation in US equities, as well as the early takeaways from the current earnings season. They also discuss how much positioning has changed, which macro data points should be critical for the path ahead, and key views from here. Andrew Tyler, Head of US M…

1
Stay the Course But Be Ready to Navigate Through Some Turbulence - A Conversation with Brian Weisenberger, Kensington Asset Management 27:51

1d ago27:51

27:51

In this episode, we discuss the current market environment with Brian Weisenberger, Senior Market Strategist at Kensington Asset Management. Brian shares how Kensington assesses the equity and fixed income markets through a systematic lens. Although the current environment remains conducive for risk-on positioning across equities and fixed income, …

1
2188: Real Estate Strategies: Leveraging Inflation-Induced Debt Destruction 27:35

4h ago27:35

27:35

Jason is broadcasting from Belgrade, Serbia—his 97th country. Today, we delve into the severe economic challenge of inflation that many countries face. Recently in Turkey, inflation reached alarming levels of 55%-83% annually, resulting in constant price changes on menus. This serves as a stark reminder of the importance of defending against inflat…

1
Global FX & Economics: Yen-maggedon 20:49

1h ago20:49

20:49

Arindam Sandilya, Patrick Locke and Benjamin Shatil discuss the outlook for BoJ ahead and the Yen ahead of next week’s BOJ and Fed monetary policy meetings. Speakers: Arindam Sandilya, Global FX Strategy Patrick Locke, Global FX Strategy Ben Shatil, Economic & Policy Research This podcast was recorded on 26 July 2024. This communication is provided…

1
2187 FBF: Good & Bad of Self-Management, Inflation Impact & Federal Reserve Board Nominations 32:41

14h ago32:41

32:41

This Flashback Friday is from episode 1179, published last April 24, 2019. Jason Hartman starts today's show with his in-house economist Thomas to discuss the new tax law and the impact it can have on people's tax brackets. They also dive in to why the government is interested in keeping the official inflation rate lower than actual inflation rates…

1
Global Commodities: Gold & Silver—Citius, Altius, Fortius 10:42

2h ago10:42

10:42

On the cusp of a Fed cutting cycle with US labor markets softening and the US election news cycle turning increasingly volatile in the run up to November, we maintain our multi-year bullish outlook on gold and silver. Even if the coming Fed cutting cycle comes with twists and turns given potential post-election US policy changes, we still think gol…

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

4d 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
US Rates: Putting the “Fun” in Funding and the Quarterly Refunding 21:55

2h ago21:55

21:55

Rates strategists Jay Barry, Teresa Ho, and Phoebe White discuss recent developments in funding markets and how that may influence the path for QT. They also preview the August refunding and discuss next week’s FOMC meeting. Speakers: Jay Barry, Co-Head, US Rates Strategy Teresa Ho, Head, US Short Duration Strategy Phoebe White, Head, US Inflation …

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
2186: The New World Order: Are We Heading Toward Totalitarianism in Disguise with Ivor Cummins Part 2 41:40

4h ago41:40

41:40

Jason discusses the ease of doing business in the U.S. compared to Europe, despite the U.S. having issues like a problematic food supply and political corruption. He emphasizes the advantages of greed in business motivation. He then highlights Morgan Stanley's view that U.S. homeowners are resilient in the current market, with 39% mortgage-free and…

1
Global Rates, US Credit: Spreadbites Spreads, Politics, and the Consumer 14:48

2h ago14:48

14:48

Spreadbites is a new monthly podcast and video series where we discuss key trends in credit markets. Stephen Dulake, Global Head of Spreads Product Research, and Samantha Azzarello, Head of Content Strategy, are joined by Eric Beinstein, Head of U.S. High Grade Credit Research and Strategy and Amy Sze who heads ABS Research to unpack the latest the…

1
2185: WEF, Davos, and Beyond: Who Really Runs the World? with Ivor Cummins Part 1 37:30

3d ago37:30

37:30

Today's show is brought to you by Kamala Harris! Join Jason as he welcomes back Ivor Cummins for part 1 of a compelling discussion on the elite class and their pursuit of a New World Order. Discover the historical roots, current actions, and the significant influence of powerful organizations like the Rockefeller Foundation, Council on Foreign Rela…

1
Global FX: USD down but not out(age) 20:13

3h ago20:13

20:13

In this week’s At Any Rate podcast, Global FX Strategists Patrick Locke & Arindam Sandilya survey current investor sentiment around the FX asset class, and discuss implications of recent shifts in the US political landscape for the broad dollar. This podcast was recorded on 22 July 2024. This communication is provided for information purposes only.…

1
Global Commodities: 2024 US Election Watch—Reassessing implications for Commodities under a Red Wave 18:35

4h ago18:35

18:35

The events of the past few weeks, President Biden’s poor debate performance, followed by Saturday’s assassination attempt on former President Donald Trump, have led to a clear shift in the tone of the elections and increased the probability for a sizable Red Wave. Given the range of scenarios that could play out, gold stands out as a winner. The fi…

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
2184 FBF: Bubble Machines, Griftopia, Vampire Squids & Long Con That Is Breaking America with Matt Taibbi 40:37

9h ago40:37

40:37

This Flashback Friday is from episode 1111, published last January 14, 2019. Jason Hartman talks with Matt Taibbi, contributing editor at Rolling Stone and author of books such as Griftopia and The Divide, about bubbles. The two explore how Fed policy has been leading to bubbles throughout the years, how Wall Street is designed to take advantage of…

1
EM Fixed Income: Goldilocks and the US election 18:28

4d ago18:28

18:28

Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 18 July 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4748583-0 for more infor…

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
US Rates Strategy: Trading Principal Factor Volatility 14:18

14d ago14:18

14:18

Srini Ramaswamy and Ipek Ozil discuss a new class of options-based trades that are designed to trade the volatility of principal components of the US Rates markets. Speakers: Srini Ramaswamy, Managing Director and Co-Head of US Rates Strategy Ipek Ozil, Executive Director, U.S. Fixed Income Derivatives Research This podcast was recorded on date. Th…

1
2183: Dollar Milkshake or Bust: Is the US Currency Doomed or Destined for Greatness? with Brent Johnson 38:14

15d ago38:14

38:14

Jason welcomes you from Salzburg, Austria, discussing the recent tragic events in the U.S., the media's coverage, and new home sales. He criticizes the misleading nature of news about declining home prices, explaining that homebuilders are constructing smaller, cheaper homes to address affordability issues. The Dollar Milkshake Theory, proposed by …

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
2182: Trump Assassination Attempt: Inside Job or Incompetence? Conspiracy or Coincidence? 27:42

22h ago27:42

27:42

Broadcasting from Zurich, Switzerland, Jason discusses the high cost of living in Europe, particularly in Switzerland, comparing it to potential future inflation under a Biden administration. He touches on conspiracy theories related to the World Economic Forum (WEF) and mentions the recent news of an attempted Trump assassination. Shifting focus t…

1
EM Fixed Income Focus: The data vs the US elections 17:41

20d ago17:41

17:41

EM strategists Jonny Goulden & Saad Siddiqui update views on EM markets and discuss the impact of the US elections vs the supportive global data. Speakers Jonny Goulden, Emerging Markets Strategist Saad Siddiqui, Emerging Markets Strategist This podcast was recorded on 12 July 2024. This communication is provided for information purposes only. Inst…

1
Global FX: On Japan intervention/ GPIF, dollar supports and European data 21:00

20d ago21:00

21:00

This week, our Global FX Strategists discuss the outlook for yen flows with focus on GPIF, the dollar’s reaction to CPI & payrolls, and the implications of the latest data for EUR, GBP and Scandi FX. This podcast was recorded on 12 July 2024. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.c…

1
EM Fixed Income: The data vs the US elections 17:41

20d ago17:41

17:41

EM strategists Jonny Goulden & Saad Siddiqui update views on EM markets and discuss the impact of the US elections vs the supportive global data. This podcast was recorded on 12 July 2024. This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & C…

1
2181 FBF: Big, Boring, Profitable Idea: Day 2 23:03

22h ago23:03

23:03

This Flashback Friday is from episode 1158 published last Mar 26, 2019. Jason Hartman wraps up day 2, Sunday, from Meet the Masters. With one visitor travelling 22 hours from Australia and nearly 100 people streaming online, the event was a massive success. Listen in as we hear some live clips from Jason, home inspectors, George Gilder from Life Af…

1
Global Commodities: A dichotomy in the oil balance 11:30

20d ago11:30

11:30

Speakers: Natasha Kaneva, Head of Global Commodities Research Our balances suggest a ~1.0 mbd deficit in oil liquids in 3Q, comprised of a large 1.6 mbd surplus in products, but a massive 2.4 mbd draw in crude. This dichotomy represents a historic norm in terms of direction, but is an anomaly in terms of scale. Supply and demand so far have perform…

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