Podcast Episodes
Back to Search
March jobs report underscores labor market tightness
Episode 186
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 t…
2 years, 2 months ago
How can tax equity spur the energy transition?
Episode 185
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…
2 years, 2 months ago
Data Assets & Alpha Group: APAC equity market structure & the liquidity landscape
Episode 184
In this episode, the group discusses dynamics in APAC equity market structure, including the rise in APAC turnover ratios in recent years (in contras…
2 years, 2 months ago
How are rising cocoa prices impacting chocolate brands?
Episode 183
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…
2 years, 2 months ago
The EMEA Brief: Unpacking investment banking dynamics in the region
Episode 182
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 f…
2 years, 2 months ago
The Future of Development Finance: Balancing impact and returns
Episode 181
Join host Evan Junek and Arsalan Mahtafar, Head of J.P. Morgan Development Finance Institution (DFI), as they explore key findings from the latest an…
2 years, 2 months ago
Data Assets & Alpha Group: What’s next for European equities?
Episode 180
In this episode, the group discuss recent outperformance in European equities - and particularly outperformance in European large caps, via SX5E Inde…
2 years, 2 months ago
Is demand for electric vehicles slowing down?
Episode 179
Electric vehicles have been getting mixed headlines of late, with consumer demand declining and auto firms cutting back on investments in this area. …
2 years, 2 months ago
Navigating the Green Investment Frontier: Insights from the Clean Tech Stars Conference
Episode 178
This episode dives into insights from J.P. Morgan’s Clean Tech Stars Conference, exploring opportunities and challenges in the clean tech sector. Hos…
2 years, 2 months ago
Data Assets & Alpha Group: Data in the stock picking process, with BlackRock’s EMEA CIO of Fundamental Equities
Episode 177
In this episode we hear from Helen Jewell, EMEA CIO of Fundamental Equities at BlackRock. Helen discusses the evolution of data in the fundamental d…
2 years, 2 months ago