Best J.P. Morgan Asset Podcasts (2025)

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2343: Long-Term Strategies for Ultimate Tax Deferral: Understanding Depreciation, Cost Segregation and Mastering 1031 Exchanges with Jack Evans 36:01

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15h ago36:01

36:01

Jason addresses investors, first focusing on personal finance issues like taxes then discusses the current state and future of the housing market. He shares optimistic news regarding Federal Reserve rate cuts and the resulting positive impact on housing demand, predicting a surge in potential buyers and subsequent bidding wars due to low inventory.…

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‘That’s a lawless way of proceeding’: Cordray on CFPB cuts 28:32

20h ago28:32

28:32

Richard Cordray, the first director of the Consumer Financial Protection Bureau, says the Trump administration seems intent on shutting the agency down, even though it has a legal mandate to exist.

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The Terrifying Math of Stranded Assets: Why Oil & Gas Valuations May Be Off by $100+ Trillion | Mark Campanale (#105) 1:40:58

2d ago1:40:58

1:40:58

In this episode, I sit down with Mark Campanale, founder of Carbon Tracker and Planet Tracker, best known for introducing one of the most disruptive ideas in climate finance: the carbon bubble. Mark’s journey began in his 20s, crossing the Sahara and working in a famine camp, where he first saw how capital, policy, and poverty were deeply linked. A…

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The data center surge: Building the backbone of the digital age 18:22

1d ago18:22

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In this episode, Fahmi Enam, head of Media Communications and Digital Infrastructure at J.P. Morgan Commercial Banking, is joined by Scott Wilcoxen, global head of Digital Infrastructure Investment Banking at J.P. Morgan. They dive deep into the world of digital infrastructure — exploring the critical role of data centers, fiber, and towers in powe…

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Checking the Foundations of a Roaring Bull Market 11:30

2d ago11:30

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As I get older, my memory gets a little foggier. That being said, I believe it was at lunch at a restaurant near our office on Friday, March 6th, 2009, when I and the then three other members of the Market Insights Team, Andy, Marlene and Jerry, made a bet. That day, although we didn’t know it at the time, the stock market hit its financial crisis …

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2342 FBF: Big China with Consuelo Mack Host of ‘WealthTrack’ on PBS & Former Editor of ‘The Asian Wall Street Journal Report’ 36:42

6d ago36:42

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This Flashback Friday is from episode 431 published last October 28, 2014. The impact of technology and the future of development plays a big part in today’s Creating Wealth Show. Jason Hartman talks about America’s growing role in this changing society, and makes particular note of the ever-increasing contributions of Generation Y. Later, he invit…

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Digital assets unveiled: Industry insights and regulatory shifts 16:45

5d ago16:45

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In this episode, Tina Rathjen, from J.P. Morgan’s Securities Services Regulatory Practice, is joined by Kara Kennedy, co-head of Kinexys at J.P. Morgan, to explore the rapidly evolving world of digital assets and blockchain technology. Together, they discuss the opportunities and challenges presented by distributed ledger technology (DLT) and decen…

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Alternative Realities: Allocate smarter with alternatives 22:25

6d ago22:25

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Watch the video version on YouTube. With new developments like shifting flows in hedge funds and private credit and the growing impact of AI on data centers, investors are navigating a rapidly changing landscape. On this episode, Aaron Mulvihill, Global Market Strategist, is interviewed by Grant Papa, Research Analyst, to answer the top questions c…

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2341: The Influence of Charlie Kirk, Housing Shortage, Not Oversupply: Kevin Erdman Debunks the 2008 Great Recession Myth 50:53

7d ago50:53

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Sign up for the Jason Hartman University Event this coming September https://www.jasonhartman.com/Phoenix . Jason talks about political violence and media coverage, followed by an analysis of the housing market and recent rate cuts. He introduced various investment opportunities, including co-living properties and home equity investments, while dis…

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$28B and Counting: Inside Grosvenor’s Returns-First Impact Approach to Scaling Sustainable Capital Across Private Markets | Jonathan Hirschtritt (#104) 1:46:15

9d ago1:46:15

1:46:15

In this episode, my guest is Jonathan Hirschtritt, Head of Sustainability & Investment at GCM Grosvenor – a leading global alternative asset manager for more than five decades. The firm manages over $80 billion across the full spectrum of alternatives and has built one of the most comprehensive impact and sustainability investing platforms in priva…

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SB Talks: TikTok towards a US Government Shutdown 18:46

8d ago18:46

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In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder, dive into a pivotal moment for global markets as 16 central banks, led by the U.S. Federal Reserve, prepare for critical policy decisions. With rate cuts back on the table, inflation still sticky, and labor markets showing cracks, what lies ahead for monetary policy? They unpack t…

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Rare earths, real impact: Inside the MP Materials deal 12:05

9d ago12:05

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In this episode, Ben Wilson, head of Natural Resources M&A at J.P. Morgan, is joined by Kevin Colborne, co-head of North American Mining , and Andrew Castaldo, co-head of Mid-Cap M&A. The group recaps J.P. Morgan's involvement in the public-private partnership between the U.S. Department of Defense and MP Materials. They explore the strategic impor…

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Truth or Consequences: The Fed’s Next Move 7:35

9d ago7:35

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When engaged in the dark arts of foretelling the Fed’s words and actions, I have always adopted what might be called the “prudent economist rule”. What would a prudent economist, serving as a Fed banker, do - assuming that they were armed with a reasonable economic forecast and with due consideration for the Fed’s inflation and unemployment goals a…

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How can policy power portfolios? 31:05

12d ago31:05

31:05

Watch the video version on YouTube. As fiscal, trade, and regulatory policies take center stage, adapting asset allocation strategies has never been more important. This episode explores how today’s policy shifts—from fiscal stimulus and rising tariffs to accelerated deregulation—are shaping market opportunities and risks. Our Multi-Asset Solutions…

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2340 FBF: The Power of Belief with Dr. Jill Ammon-Wexler Pioneering Psychologist & Author of ‘How Successful People Think Smart’ 1:09:06

13d ago1:09:06

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This Flashback Friday and 10th episode is from Creating Wealth 410, published last September 8, 2014. Dr. Jill Ammon-Wexler is a doctor of psychology with over 45 years of pioneering brain/mind research experience. In addition to teaching mind power methods in universities and corporations, she was invited by former President Jimmy Carter to suppor…

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Turning Expiring Options Into Venture Exposure [Vested’s Dave Thornton] | #597 43:13

12d ago43:13

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Today’s guest is Dave Thornton, co-founder & Chief Customer Officer of Vested, which helps startup employees unlock the value in their equity. In today’s episode, Dave walks through the messy reality of startup stock options, noting $600 billion of startup equity is abandoned over a market cycle. He explains how Vested helps solve this problem by p…

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Resilience and Risks: Insights from the European Leveraged Finance Conference 22:22

12d ago22:22

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In this episode, host Daniel Rudnicki Schlumberger, head of Leveraged Finance EMEA at J.P. Morgan, is joined by Andrew Crook, head of Leveraged Finance Sales, and Daniel Lamy, head of European Credit Strategy Research. Together, they unpack the highlights from J.P. Morgan’s 9th European Leveraged Finance Conference, exploring the latest trends, inc…

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Meet the Investor Series: Abigail Glerum, GoldenTree Asset Management 23:13

13d ago23:13

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In this episode of Meet the Investor, Joey Mouracadeh sits down with Abigail Glerum, Principal at GoldenTree Asset Management, a global credit investment powerhouse managing over $58 billion USD in assets. Abby takes us inside the firm's multi-strategy credit platform, explaining how GoldenTree goes far beyond traditional bonds. From high-yield bon…

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2339: The Housing Deficit Explained: Millions of Buyers, Limited Homes and Why "Doomers" Keep Getting It Wrong 26:40

14d ago26:40

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Sign up for the Jason Hartman University Event this coming September https://www.jasonhartman.com/Phoenix . Also don't forget to register for our FREE Masterclass every second Wednesday of each month at https://jasonhartman.com/Wednesday In the introduction, Jason primarily focuses on two key topics: upcoming investment opportunities and a signific…

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Advice on coping with stablecoins: Anchorage CEO McCauley 18:35

15d ago18:35

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Crypto-as-a-service, stablecoins and tokenized deposits all present opportunities for banks, according to Nathan McCauley, co-founder and CEO of Anchorage Digital.

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Scaling Global South Startups: Lessons Learned From Mercy Corps' Bold Strategy | Tim Rann (#103) 2:23:09

15d ago2:23:09

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In this episode, my guest is Timothy Rann, Managing Partner of Mercy Corps Ventures. He leads what is likely the only venture capital fund in the world to have emerged from within a humanitarian NGO. When the fund was first created, Mercy Corps itself was a $600 million-a-year organization working in more than 40 conflict and climate-stressed count…

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Navigating the Future: How AI, energy and health care will impact the corporate landscape 24:48

15d ago24:48

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In this episode, Rama Variankaval, global head of Corporate Advisory and Evan Junek, global head of Corporate Finance Advisory, share insights from their newly released report, "Navigating the Future." The report explores how artificial intelligence, energy trends and healthcare innovations are set to reshape the business landscape over the next de…

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Rate Rescue Reality Check 9:13

16d ago9:13

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Stocks rallied in the immediate aftermath of Friday’s dismal jobs report, with the S&P500 jumping 0.5% to an all-time high of 6,532 when the market opened at 9:30AM. While this gain faded to a loss by the end of the day, the initial surge can only be rationalized in one way: investors bought stocks in the hope that weak economic data would force th…

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How Endowments and Foundations are tackling taxes, liquidity, and portfolio construction 20:49

16d ago20:49

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In this episode of the Center for Investment Excellence podcast, hosted by David Lebovitz, we explore key themes impacting endowments and foundations, from government funding changes and tax policies to the role of alternative investments and liquidity needs. Featuring Mack Kline, Head of Endowments, Foundations, and Healthcare, we provide in-depth…

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August jobs report: "The job market continues to soften" 9:42

19d ago9:42

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The August jobs report came in weaker than expected, with the U.S. economy adding just 22,000 jobs. The unemployment rate also crept up to 4.3% — the highest in nearly four years, suggesting that labor demand is softening more than supply. Does this all point to a larger rate cut in September? And what’s the latest in the Fed’s battle to preserve i…

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2338 FBF: Why the US Dollar Will NOT Collapse with Joel Skousen Publisher of the ‘World Affairs Brief’ 47:41

20d ago47:41

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Sign up for the Jason Hartman University Event this coming September https://www.jasonhartman.com/Phoenix . Also don't forget to register for our FREE Masterclass every second Wednesday of each month at https://jasonhartman.com/Wednesday This Flashback Friday is from episode 418 published last September 26, 2014. Joel Skousen is a survivalist autho…

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Innovative Tax Strategies in Bond Investing [Alex Morris] | #596 1:00:09

19d ago1:00:09

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Today’s guest is Alex Morris, the CEO & CIO of F/m Investments, a $19 billion investment firm. In today’s episode, Alex & Meb walk through the evolution of investment strategies and what led Alex to launch a series of bond-centric ETFs, with TBIL emerging as the breakout success. He also highlights his new “Compoundr” series, seeks to convert bond …

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Alternative Realities: Pearls of investment wisdom 28:51

20d ago28:51

28:51

Watch the video version on YouTube. This episode delves into the dynamic world of hedge fund investing with Paul Zummo, Chief Investment Officer. Celebrating three decades of success, Paul and his team manage over $35 billion in hedge fund assets, catering to both institutional and high-net-worth clients. As the hedge fund landscape evolves, Paul s…

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2337: Asset Inflation Vs. Consumer Price Inflation | Lords of Easy Money: FED Broke the Economy by Christopher Leonard 37:43

21d ago37:43

37:43

Sign up for the Jason Hartman University Event this coming September https://www.jasonhartman.com/Phoenix . Also don't forget to register for our FREE Masterclass every second Wednesday of each month at https://jasonhartman.com/Wednesday Jason welcomes Christopher Leonard, a journalist and author, primarily focusing on his book, "The Lords of Easy …

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Trading Insights: Retail vs. institutional investor divergence 15:17

22d ago15:17

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In this episode, join three members of the Data Assets & Alpha Group — group head Eloise Goulder, product specialist Edwina Lowe and head of Data Intelligence Luca Rainero. They discuss the extent to which retail and institutional investor flows and sentiment have diverged, with retail aggressively buying the dip during and after April’s market low…

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Back from the Beach: Reviewing the Investment Landscape 13:26

22d ago13:26

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American summers, much more so than in the rest of the world, are defined by two bookends: Memorial Day and Labor Day. As a result, the first week in September is always a time to review and plan. This is particularly important for investors this year since, facing a barrage of unsettling political and economic news, on one side, and very solid inv…

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Where Nature Meets Capital: 3 Leaders Turning Nature Into a Real Asset Class (#102) 2:02:57

22d ago2:02:57

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Most investors now accept that climate risk is financial risk. But what about nature loss? What about the fact that half of global GDP is tied to the natural world – from soil health to pollination to forest carbon – and yet almost none of that value is priced into markets? If climate was the first wake-up call, nature is the second. In this 3-in-1…

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The evolution of online sports betting 18:29

26d ago18:29

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With the 2025 NFL season right around the corner, Briggs Barton, a specialist for the U.S. Consumer sector, and Dan Politzer, an analyst covering Gaming and Lodging for J.P. Morgan Global Research, delve into the rapidly evolving online sports betting industry. They discuss key trends such as parlay adoption, mobile penetration and micro-betting, a…

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2336 FBF: An ‘Anarcho-Capitalist Manifesto' with Lew Rockwell Libertarian Author & Founder of the Ludwig von Mises Institute 47:53

26d ago47:53

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This Flashback Friday is from episode 402, published last August 20, 2014. Lew Rockwell is an American libertarian author and editor, self-professed anarcho-capitalist, a promoter of the Austrian School of economics, and founder and chairman of the Ludwig von Mises Institute. His website LewRockwell.com was founded in 1999 and features articles and…

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Bob Elliott on The Biggest Macro Experiment of Our Lifetime | #595 1:05:58

26d ago1:05:58

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Subscribe to YouTube Today’s guest is Bob Elliott, CEO and CIO of Unlimited, which uses machine learning to create low-cost index replications of 2&20 style alternative investments. Prior to founding Unlimited, Bob served on the Investment Committee at Bridgewater Associates and led Ray Dalio’s investment research team for nearly a decade. In today…

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2335: Michael Zuber: Debunking Doomers and Creating Wealth in Real Estate 36:26

29d ago36:26

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Sign up for the Jason Hartman University Event this coming September https://www.jasonhartman.com/Phoenix . Also don't forget to register for our FREE Masterclass every second Wednesday of each month at https://jasonhartman.com/Wednesday Jason and Michael Zuber of https://onerentalatatime.com/ discuss the current real estate market, emphasizing tha…