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2025 Corporate Compass: Insights for a transformative year
Episode 266
In this episode, hosts Rama Variankaval, Global Head of Corporate Advisory, and Evan Junek, Global Head of Corporate Finance Advisory, explore the in…
1 year, 4 months ago
A year of divergence: The market and economic outlook for 2025
Episode 265
In this episode, Fabio Bassi, head of Cross-Asset Strategy, hosts a comprehensive discussion with J.P. Morgan Research experts on the market and econ…
1 year, 5 months ago
Trading Insights: AI in the macro process, with Balyasny’s head of Macro Research & Chief Economist
Episode 264
In this episode, we hear from Chris Pulman, head of Macro Research and Chief Economist at Balyasny Asset Management. Chris discusses the role of Macr…
1 year, 5 months ago
“A year of surprises”: Global capital markets recap and 2025 outlook
Episode 263
Join host Amaury Guzman and Kevin Foley, Global Head of Capital Markets, as they dive into the 2024 market surprises, implications from the U.S. elec…
1 year, 5 months ago
Trading Insights: Thinking ‘Future Back’, with J.P. Morgan’s head of Corporate Futurism
Episode 262
In this episode, we hear from Debora Kantt, head of Corporate Futurism at J.P. Morgan. Debora discusses the importance of thinking ‘Future Back’, in …
1 year, 5 months ago
Trading Insights: Long-term investing for a long-term mission, with Wellcome Trust
Episode 261
In this episode we hear from Elaina Elzinga, Principal and Head of Active Manager Selection at Wellcome Trust. Elaina runs through portfolio construc…
1 year, 6 months ago
Trading Insights: A post-election rally in US equities
Episode 260
In this episode, the Data Assets & Alpha Group review recent U.S. equity strength and discuss the potential for a further rally into year-end. They …
1 year, 6 months ago
How Trump 2.0 could impact the global economy and markets
Episode 259
In this episode of Research Recap, chair of Global Research Joyce Chang and chief economist Bruce Kasman discuss the economic and geopolitical implic…
1 year, 6 months ago
Trading Insights: QIS developments and the use of LLMs
Episode 258
In this episode, we hear from Deepak Maharaj, Head of Equities and Cross Asset QIS Structuring at J.P. Morgan. Deepak discusses the rapid development…
1 year, 6 months ago
How hedging market risk is changing
Episode 257
As electronic trading continues to expand across asset classes, how has this shaped the way market risk is hedged? Do market makers hedge risk differ…
1 year, 6 months ago