Best Slr Podcasts (2025)

1
US Rates: SLR reform: Helpful, but not a panacea 13:25

3h ago13:25

13:25

Speakers: Ipek Ozil, Head of U.S. Interest Rate Derivatives Strategy Teresa Ho, Head of U.S. Short Duration Strategy Ipek Ozil and Teresa Ho discuss the potential SLR reform, its implementation timeline, and its potential impact on the rates markets. This podcast was recorded on 21 May 2025. This communication is provided for information purposes o…

1
Global Rates: Analysing Eurex and US futures roll 12:39

2h ago12:39

12:39

Speakers: Khagendra Gupta, European Rates Strategist Ipek Ozil, US Rates Strategy In this podcast Khagendra Gupta and Ipek Ozil discuss the drivers of US and Eurex futures roll and their outlook for Jun25/Sep25 bond futures rollover. This podcast was recorded on 19 May 2025. This communication is provided for information purposes only. Institutiona…

1
Global FX: FX after the tariff reset 14:59

3d ago14:59

14:59

This week, Global FX Strategists Patrick Locke & James Nelligan discuss the FX implications across tariff de-escalation, US fiscal developments, data surprises and central bank meeting risk. Speakers: Patrick Locke, Global FX Strategy James Nelligan, Global FX Strategy This podcast was recorded on 16 May 2025. This communication is provided for inf…

1
Global Commodities: Base metals are back from the brink but not fully in the clear 15:17

3d ago15:17

15:17

A better-than-expected US-China trade reprieve and reduced recession probabilities has diminished the downside tail risks to both base metals demand and prices. While prices could continue to run higher in the near-term amid a further extension of Chinese demand front-loading following the 90-day tariff reprieve, we are cautious of the longevity of…

1
EM Fixed Income Focus: Trading the trade war ceasefire 15:25

5d ago15:25

15:25

Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM fixed income asset class. Speakers: Jonny Goulden, Head of EM Fixed Income Strategy Saad Siddiqui, Emerging Markets Strategist This podcast was recorded on 15 May 2025. This communication is provided for information purposes only. Institutional clien…

1
Fixed Income: The US-China Détente: Implications for Asia 27:58

5d ago27:58

27:58

What are the near-term macro implications for China from the temporary tariff roll-back in Geneva? Can the truce become permanent? What are the spillover effects to the rest of the region? Are the Japan and Korea trade deals imminent? Are currency accords part of these deals? Will the BoJ continue normalizing sooner than October? Sajjid Chinoy, Hai…

1
Ty Cobb 45:33

8d ago45:33

45:33

There was a time when Ty Cobb was completely lost. He was a super talented ball player, but without focus. But there was a turning point for Cobb, when everything changed. And his career took off like a rocket. I read an amazing book by author Charles Leerhsen titled, "Ty Cobb, A Terrible Beauty." And discovered Cobb was not the monster that some m…

1
US Rates – Deal or no deal? 15:05

12d ago15:05

15:05

US Rates strategists Phoebe White, Teresa Ho, and Ipek Ozil discuss their takeaways from this week's Fed meeting and tariff announcements. With a deterioration in labor market data still likely to drive Fed easing later this year, Treasury yields are expected to fall over coming months. Meanwhile, funding markets remain healthy, and stability has r…

1
Global FX: Historic trade deals and take-aways for currencies 20:31

13d ago20:31

20:31

Meera Chandan, Arindam Sandilya, Patrick Locke and Octavia Popescu discuss how the USD/Asia view is evolving after record volatility, as well as recent central bank meetings and the US-UK trade deal with the read-through to FX. Speakers: Meera Chandan, Global FX Strategy Arindam Sandilya, Global FX Strategy Patrick Locke, Global FX Strategy Octavia…

1
Global Rates: European rates market round-up 18:30

12d ago18:30

18:30

In this podcast Francis Diamond, Aditya Chordia and Khagendra Gupta discuss a variety of topics covering thoughts around the impact of de-dollarisation on Euro govie and swap markets, the May BoE meeting and UK rates as well as the Riksbank and Norges Bank meetings this week. Speakers Francis Diamond, Head of European Rates Strategy Aditya Chordia,…

1
Global Commodities: Hypothetically, of course. Redirecting just 0.5% of foreign US asset holdings to gold could drive prices to $6,000 13:00

12d ago13:00

13:00

Over the past five decades, foreign investors have been steadily accumulating US financial assets, which have reached nearly $57trn as of the end of 2024. Yet, there are signs that sovereign wealth funds and reserve managers appear to be rethinking the risk-reward parameters of holding US assets. Gold could further benefit from this shift. Given it…

1
TWD / Asian FX gains and equity implications 26:54

13d ago26:54

26:54

Arindam, Jemmy and Mixo discuss the outlook for Taiwanese and Asian equities more broadly in the wake of historic TWD FX appreciation This podcast was recorded on May 8, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmorganmarkets.com/research/content/GPS-4975042-0,…

1
Streamline Your Photography Process 6:50

12d ago6:50

6:50

Welcome to the Visual Storytelling podcast. In this final episode of this five part series I’m going to discuss how you can streamline your photography process. But, before I do, don’t forget to follow the podcast. Over the last four episodes we’ve discovered the common topics business have difficulty with when it come to photography, as well as br…

1
The 1787 Brasher Doubloon 42:56

15d ago42:56

42:56

The story of the 1787 Brasher Doubloon has everything... All the traits we look for in the world's greatest rare coins. Not only was the coin mostly forgotten and ignored for 50 or 60 years after it was made, but this story has mystery, intrigue, and a super-talented creator who was right in the middle of a revolution. You won't believe how the 178…

1
US Rates and Global FX: Ask again later 26:04

19d ago26:04

26:04

J.P. Morgan strategists Jay Barry and Meera Chandan discuss latest developments in the Treasury and FX markets in the context of this week's employment data, trade negotiations, and Treasury's May refunding announcement. Speakers: Jay Barry, Head of Global Rates Strategy Meera Chandan, Co-Head of Global FX Strategy This podcast was recorded on May …

1
Global FX: Late-week shocker jolts FX 19:58

19d ago19:58

19:58

In this week’s At Any Rate podcast, our Global FX team addresses the large move in USD/TWD late in the week alongside implications for USD/CNY, Asia FX and global FX more broadly. We also recap recent FX-relevant macro data and central bank decisions, and look ahead to how FX might respond around central bank meetings next week. Speakers: Arindam S…

1
Global Commodities: Behind the curve 13:07

20d ago13:07

13:07

Speaker: Natasha Kaneva, Head of Global Commodities Research The oil market seems to be pre-positioning to benefit from the tailwinds of tariff de-escalation, along with shifts towards deregulation and tax cuts. But while the recent de-escalation in trade talks has reduced the probability of a bear case, the ‘Trump put' does not extend to energy, a…

1
EM Fixed Income: Lessons learned from post Liberation Day markets 19:05

20d ago19:05

19:05

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 01 May 2025. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is str…

1
Creating A Custom Shot List 7:17

19d ago7:17

7:17

Welcome to the Visual Storytelling podcast. Let’s quickly recap what we’ve covered so far in this series. In the first episode I spoke about some common topics that businesses have difficulty with when it comes to photography. I then went on to discuss how businesses can overcome those common photography challenges. Then how to effectively implemen…

1
Takeaways from IMF/WB Meeting 29:35

24d ago29:35

29:35

Sajjid Chinoy, Rajiv Batra and Arindam Sandilya discuss the outlook for EM Asia macro, equity and fixed income markets in the wake of the IMF / WB meetings in Washington DC last week This podcast was recorded on Apr 28, 2025. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/discl…

1
Global Commodities: Geneva Sugar Takeaways, and other sweet treats 11:22

26d ago11:22

11:22

During this episode, Tracey shares her takeaways from the recently held Geneva Sugar conference and provides an update on the cocoa market after the relative strength in recent grinding data. Speakers: Tracey Allen, Head of Ags Research This podcast was recorded on April 25, 2025. This communication is provided for information purposes only. Instit…

1
Global FX: 1.20 on EUR/USD and euro bloc + model take-aways 15:55

26d ago15:55

15:55

After hitting our out-of-consensus upside EUR/USD targets of 1.14-1.16, we now set our sights at 1.20 and discuss the underlying rationale. We also discuss the outlook for the broader euro bloc as well as the main take-aways for FX from our suite of systematic models. Speakers Meera Chandan, Global FX Strategy James Nelligan, Global FX Strategy Ant…

1
Behind the Story : Rhana Natour on the plight of Palestinian child amputees 41:57

24d ago41:57

41:57

SLR podcast host and writer Amanda Ulrich talks with fellow journalist Rhana Natour about her National Magazine Award-winning story, "Coming to America." That piece, written for The Atavist Magazine last year, tells the story of one teenager from Gaza: 14-year-old Layan Albaz, who lost both of her legs in an Israeli airstrike and traveled to the Un…

1
Global Commodities: Making black gold dirt-cheap again 14:32

1M ago14:32

14:32

Heightened trade policy uncertainty and an apparent shift in OPEC’s reaction function prompt a reassessment of our outlook and price projections. Having reached our year-end price forecasts eight months early, we lower our 2025 Brent price forecast to $66 ($62 WTI), down from $73/bbl. Additionally, we adjust our 2026 targets to $58 ($54 WTI), a sli…

1
The Mercedes Benz 300 SLR Uhlenhaut Coupe 38:01

1M ago38:01

38:01

The Mercedes Benz 300 SLR Uhlenhaut Coupe is the most valuable car in the world, but how did it get it's name? Rudolp Uhlenhaut spent over 40 years at Mercedes Benz, and found his life's work designing and creating some of the most iconic cars of all-time. But they don't name the greatest car in the world after you, simply because you're a great en…

1
Global Commodities: So much noise in the US natural gas market 9:28

1M ago9:28

9:28

Changing dynamics of natural gas power generation demand are at play for summer 2025, while stronger production response is likely delayed to 2026. We expect up to 1.1 Bcf/day of gas-to-coal switching in summer 2025, however we flag risks of higher prices subject to weather risks and renewable availability. In 2026, we expect increase in production…

1
Global FX: What has and hasn’t changed in FX after a volatile week 17:33

1M ago17:33

17:33

Our Global FX Strategists debrief a volatile week for currency markets - including key takeaways on the policy front and what challenges still lie ahead from a global macro perspective. They also discuss the the details of the recent USD sell-off, as well as expectations for USD/CNH going forward. Speakers: Arindam Sandilya, Global FX Strategy Patr…

1
US Rates – There’s no crying in basis 22:47

1M ago22:47

22:47

US Rates strategists Jay Barry, Srini Ramaswamy, Phoebe White, and Ipek Ozil discuss the historic volatility observed in US rates markets over the past week and its drivers. Treasury market liquidity deteriorated, and swap spreads narrowed sharply, but the cash/futures basis and repo rates were relatively stable. Speakers: Jay Barry, Head of Global…

Podcasts Worth a Listen

Slr Podcasts

Podcasts Worth a Listen