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Powering growth through partnership: Mid-Cap investment banking & financial sponsors
Episode 216
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…
1 year, 10 months ago
US equities at all-time highs
Episode 215
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…
1 year, 10 months ago
Does the June jobs report indicate a soft landing?
Episode 214
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 go…
1 year, 10 months ago
What’s shaping the capital markets in 2024?
Episode 213
Join host Amaury Guzman and Kevin Foley, Global Head of Capital Markets, as they dive into the current state of global capital markets. Explore econo…
1 year, 10 months ago
The evolution of FICC markets
Episode 212
In this episode, we hear from Kate Finlayson, Head of FICC Market Structure & Liquidity Strategy at J. P. Morgan. Kate discusses the complexities of …
1 year, 11 months ago
The AI supply chain, with Timefolio’s Singapore CIO
Episode 211
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…
1 year, 11 months ago
What’s driving rent inflation?
Episode 210
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…
1 year, 11 months ago
The Tech Pulse: Inside the 2024 technology investment landscape
Episode 209
In this episode, host Pankaj Goel, Co-Head of J.P. Morgan's Technology Investment Banking for North America, delves into the dynamic technology lands…
1 year, 11 months ago
Data Assets & Alpha Group: An underperformance in European equities
Episode 208
In this episode the group explore the risk / reward for European equities following a sharp period of underperformance vs US equities in recent weeks…
1 year, 11 months ago
State of the High Yield Debt Capital Markets
Episode 207
Join host Amaury Guzman and Brian Tramontozzi, Head of North American Leveraged Finance Capital Markets, as they dive into the high yield and leverag…
1 year, 11 months ago