Best J.P. Morgan Asset Management Market Insights Podcasts (2025)

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

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2d 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

18m 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

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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…

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How Social Bonds Are Shaping the Future of Impact Investing (#101) 1:34:25

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The traditional view of bonds focuses only on financial returns. But social bonds turn that model on its head by aligning capital with solutions to pressing social challenges. Social bonds link financial success directly to positive societal change. Across these 3 conversations from past guests of the SRI360 podcast, a common thread emerges. When y…

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The Investment Implications of the Refund Surge 10:34

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On August 7th, with little fanfare, the IRS announced that, as part of its phased implementation of the OBBBA, it would not be adjusting W2 or 1099 forms for the current calendar year but would provide guidance and new forms, in due course, for calendar 2026. This seemingly innocuous statement confirms that we will see in an even larger crop of per…

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2334 FBF: Investment Fraud on Wall Street with John Lawrence Allen Former LA Deputy District Attorney & Author of ‘Make Wall Street Pay You Back’ 49:37

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This Flashback Friday is from episode 388, published last July 16, 2014. John Lawrence Allen is a securities litigation attorney helping investors recover funds lost through investment fraud or incompetence. He’s a former Los Angeles Deputy District Attorney and author of the new book, “Make Wall Street Pay You Back.” Allen talks about the dirty tr…

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The Parallels of Past and Present in Finance - Mark Higgins | #594 59:07

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Today’s guest is Mark J. Higgins, a Senior VP for IFA Institutional, where he focuses on providing advisory services to institutions. He’s also the author of Investing in U.S. Financial History: Understanding the Past to Forecast the Future, which is one of my favorite books on financial history. In today’s episode, Mark explores the parallels betw…

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Why is asset allocation so important? 21:56

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Watch the video version on YouTube. As economic and policy environments shift, understanding how tactical and strategic asset allocation can adapt is crucial for financial advisors and investors alike. Balancing long-term views with short-term market movements, our Multi-Asset Solutions team highlights the opportunities presented by volatility and …

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2333: Real Estate Investing Insights: Navigating the Golden Age, Housing Market Secrets, the Lock-in Effect & Stubborn Sellers 30:29

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Today Jason is in Sedona, Arizona, discussing the current state of technology and living standards while sharing insights about the real estate market and his personal experiences as a house hunter. He analyzed various market trends, including inventory levels, housing affordability, and the future of real estate investments, particularly focusing …

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Investing in Geopolitical Alpha and Emerging Trends in the ETF Landscape 33:18

8d ago33:18

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Welcome back to the Advisor Success Series Podcast. After a brief hiatus, we are pleased to be joined by Jeremy Schwartz, CIO of WisdomTree Investments. In this episode, we cover the expanding scope of WisdomTree's knowledge offerings from positioning for key geopolitical themes to emerging trends in ETF product development such as return stacking …

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Renewables Alone Won’t Work: The 2 Missing Pieces in the Net Zero Energy Puzzle (#100) 1:34:39

9d ago1:34:39

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We’ve spent decades talking about the shift to renewables – building more wind, more solar, more clean energy capacity. And that’s important. But it’s also only half the story. Because once that energy is generated, what happens next is where things start to get complicated – how it's stored, how it's moved, and how much of it actually gets used. R…

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Why Money Doesn’t Talk Any More 10:10

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One of the great challenges of modern life is avoiding distractions. In our daily lives, we are flooded by breaking news, music on planes, ads in taxis and little numbers, gazing up at us from phone apps, saying that somebody has something to say. In the investment world, we are bombarded by scrolling tickers, new products and jargon, impenetrable …

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2332 FBF: The Corporatization of America with Ray Bourhis Attorney & Author of the Fictional Political Satire ‘Revolt: The Secession of Mill Valley’ 25:47

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This Flashback Friday is from episode 385 published last June 16, 2014. Ray Bourhis is a partner with the law firm of Bourhis & Wolfson in San Francisco, California, specializing in insurance bad-faith litigation. A graduate of Boalt Hall at the University of California, Berkeley, Bourhis has been a court-appointed Special Master overseeing reforms…

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A Golden Moment for Asset Allocation? | Mike Philbrick | #593 55:41

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Today’s returning guest is Mike Philbrick, CEO of ReSolve Asset Management and Founding Member of the Return Stacked Team. In today’s episode, Mike discusses the evolving role of gold and Bitcoin in investment portfolios given the current economic landscape. He explores the historical performance of gold, its risk premium, and how it can help negat…

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Alternative Realities: Hidden opportunities in private markets 27:51

15d ago27:51

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Watch the video version on YouTube. J.P. Morgan's Private Bank offers expert guidance to assist affluent clients and their families in achieving their financial objectives. With a global oversight of more than $2.9 trillion in client assets, the bank boasts a legacy of over 200 years of operation. On today’s episode, Aaron Mulvihill is joined by Si…

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2331: Crisis & Opportunity: John Mauldin's Predictions for the Next Decade (Debt, AI, Robotics) 26:26

18d ago26:26

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Jason and John Mauldin discuss the current state of the housing market, noting at while some areas face a shortage due to regulations and high costs, others have a surplus of homes. They highlight the impact of high mortgage rates relative to housing prices, pushing some into the rental market. Jason mentioned a record number of new apartment deliv…

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The Collision of Healthcare & Tech: Where Innovation Meets Patient Impact & Market Returns (#099) 1:24:52

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Healthcare is filled with breakthrough claims. But most of what gets funded doesn’t make it anywhere near a hospital ward, a low-income patient, or a parent juggling three jobs. The gap between what’s possible and what’s actually useful is real, and these two investors are trying to close it. This week, we revisit two conversations with fund manage…

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The Inflation Outlook 11:28

20d ago11:28

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The inflation temperature is about to rise. It should be a low-grade fever, triggered by tariff impacts but mitigated by low energy prices, declines in shelter inflation and global economic sluggishness. But it should also linger well above the Fed’s 2% target, as the initial impact of tariffs is supplemented by the effects of a weakening dollar, a…

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SB Talks: Rates, Revisions and Revolving Doors 15:20

18d ago15:20

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In this episode of SB Talks, CEO Vincent O’Neill and CIO Nick Ryder, unpack the latest US jobs shock, where a massive downward revision of 258,000 jobs has not only rattled markets, but also led President Trump to fire the head of the Bureau of Labor Statistics - raising fresh concerns about political interference in official data. They explore wha…

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2330 FBF: Power & Strategy with Robert Greene Best-Selling Author of ‘Mastery, Power & Seduction’ & ‘The 48 Laws of Power 40:43

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This Flashback Friday, which is also a 10th Episode is from episode 330 and was published August 2, 2013. Robert Greene, best-selling author of such books as The 48 Laws of Power, The 33 Strategies of War, The Art of Seduction, The 50th Law (with rapper 50 Cent), and Mastery, joins Jason to talk about his wheelhouse topics – power and strategy. Spo…

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What bonds fixed income research strategies? 18:26

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Watch the video version on YouTube. Research analysts play a pivotal role in fixed income markets, where active management is crucial due to the vast array of issuers and securities. The fixed income industry encompasses a diverse range of bond sectors, including rates, emerging market debt, municipals, high yield and securitized debt, each offerin…

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2329: Gold That Pays You: Solving the Age-Old Problem of Non-Yielding Gold with Keith Weiner 29:45

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Today's focus is on gold as an ancient monetary value and addressing the challenge of earning a yield on gold. Jason also invites listeners to join an upcoming Jason Hartman University workshop in Phoenix at the end of September, which includes a bonus property tour and emphasizes learning the math of income property. Jason also mentions a mastercl…

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Tech for Good: 3 Innovators Building Tech for People, Planet, and Purpose (#098) 1:42:55

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What do an AI-powered investment engine, a grassroots organizing platform, and a nature-tech-focused VC have in common? They’re all built on the conviction that technology should be in service of real-world problems – not just market efficiency or shareholder return. And increasingly, investors are stepping up not only to fund that kind of innovati…

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KKR's Henry McVey - Regime Change is Here: Think Differently About Asset Allocation | #592 58:38

27d ago58:38

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Today’s guest is Henry McVey, Head of Global Macro & Asset Allocation and Firmwide Market Risk and CIO of the KKR Balance Sheet. In today’s episode, Henry discusses the current macroeconomic landscape, emphasizing the regime change underway. He touches on the implications of a decline in the US dollar, where he sees opportunities in global markets,…

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The Investment Implications of Weaker Labor Supply 10:26

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This is a particularly challenging time to try to develop and present a balanced view of the economic outlook and its implications for investors. This is partly due to dramatic changes in trade, immigration and fiscal policies that are just beginning to impact the economy, partly due to distortion and mismeasurement in many key economic series and …

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2328 FBF: The Future of Longevity Science with Dr. John Rush & The Perils of High Frequency Trading with Michael Lewis Author of ‘Flash Boys’ 1:04:29

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This Flashback Friday is from episode 370, published last April 7, 2014. Jason Hartman talks about Michael Lewis's new book "Flash Boys" and comments the on the excellent CBS 60 Minutes segment discussing high-frequency trading and how the stock market, according to Michael Lewis and many other experts, is rigged. Then, Jason interviews Dr. Rush fr…

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Alternative Realities: Real estate’s new reality 28:29

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Watch the video version on YouTube. Commercial real estate has undergone one of the most dramatic shifts in decades. The pandemic upended demand for office space, accelerated the impact of e-commerce on retail and created both turmoil and opportunity across the market. However, commercial real estate is not a single market, it is a mosaic of asset …

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2327: Aiming For the Longterm: Building Wealth Over Time | Client Case Study with Jonathan Hau 27:08

1M ago27:08

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Today, Jason's client, real estate investor Jonathan Hau discusses his journey from a software career to full-time real estate, emphasizing his discovery of leverage as a wealth-building tool. He explains how his personal residence accidentally became his first rental property and highlights the benefits of self-managing properties over hiring prop…

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Impact Insights from Billion+ AUM Funds: 3 Models with Global Strategies That Scale (#097) 2:02:35

1M ago2:02:35

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What does it look like when billion-dollar funds put impact at the core of their investment strategy? In this 3-in-1 compilation episode, we revisit conversations with investors managing tens of billions across public fixed income, public equities, private equity, and impact-focused real estate. Each one makes the case that environmental and social…

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The Fed Decisions 10:08

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For investors, the week ahead will be dominated by the Fed decisions. Possibly, some AI chatbot will spot the obvious grammatical error in that last sentence and change it from “the Fed decisions” to “the Fed’s decision”. However, there are really two decisions to consider: First, what will the Fed decide to do about interest rates and, second, wha…

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SB Talks: Trade Deals & Earnings Insights: What's Next for Markets? 12:02

1M ago12:02

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In this episode of SB Talks, CEO Vincent O’Neill and CIO Nick Ryder unpack the latest US-EU trade deal and what it could mean for international markets. They break down the highlights from US earnings season, who is outperforming and where the cracks are showing. Over in Australia, fresh employment data could shake up the Reserve Bank’s next decisi…

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2326 FBF: The Science of Winning and Losing with Po Bronson Author, Journalist with the NY Times & Creator of 'The $treet' on FOX 1:02:10

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This Flashback Friday is from episode 368 published last March 14, 2014. Join Jason Hartman as he discusses opening the books on government spending and things, like geography, age, pedigree, etc. that are less meaningful than ever before in history. All of these items have broad implications economically, socially and for real estate investors. Di…