Podcast Episodes
Back to SearchAI Risk and opportunity: The state of tech lending
Episode 357
In this episode of J.P. Morgan’s Making Sense, Jack Atherton from the EMEA Equity Capital Markets (ECM) market intelligence team, is joined by David …
4 months ago
Rally or retreat: What‘s next for US equities?
Episode 356
Earnings season has kicked off, with the Magnificent Seven set to report over the next few weeks. What does the future hold for U.S. equities after t…
4 months, 1 week ago
What’s the outlook for credit financing in 2026?
Episode 355
How are investors navigating tighter credit spreads and a surge in loan trading activity? In this episode, Brian LaRocca, head of Vida Portfolio Solu…
4 months, 2 weeks ago
How events in Venezuela could reshape global commodities
Episode 354
Recent events in Venezuela have so far had limited immediate impact on global commodity markets — but the longer-term implications could be significa…
4 months, 3 weeks ago
December Jobs Report: Will the US economy remain in a “low-hire, low-fire” mode?
Episode 353
Non-farm payrolls increased by just 50,000 in December while the unemployment rate dipped to 4.4%, reinforcing the “low-hire, low-fire” theme of the …
4 months, 3 weeks ago
2026 Corporate Compass: Market resilience, AI and geopolitics
Episode 352
In this episode of Making Sense, Rama Variankaval, head of Corporate Advisory at J.P. Morgan, is joined by Evan Junek, global head of Corporate Finan…
4 months, 4 weeks ago
2026 outlook: What’s next for markets and the global economy?
Episode 351
The year ahead will likely be driven by three powerful forces: uneven monetary policy, the relentless AI cycle and deepening polarization across mark…
5 months, 2 weeks ago
The Supreme Court, executive power and market implications
Episode 350
In this episode of J.P. Morgan’s Making Sense, Joyce Chang, chair of Global Research, is joined by Sarah Isgur, senior editor at The Dispatch and Sup…
5 months, 2 weeks ago
Mega deals and market shifts: 2025 investment banking recap and 2026 outlook
Episode 349
How did investment banking clients navigate a year of uncertainty, and what’s next for dealmaking and capital markets? In this episode, Dorothee Bles…
5 months, 3 weeks ago
Live from the trading floor: Views on global rates, FX, and EM
Episode 348
In this episode, Brady Leventhal, head of North America FX Sales for Hedge Funds, is joined by Matthew Franklin Lyons, head of Global Rates Trading a…
5 months, 3 weeks ago