Analysts from J.P. Morgan Global Research take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.
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J.P. Morgan Global Research Podcasts
“Making Sense,” the podcast channel from J.P. Morgan’s Commercial & Investment Bank, brings you views and analysis from the Investment Banking, Markets and Research businesses. In each episode, experts discuss the latest market outlooks, trends and developments impacting our complex global economy. Subscribe now for insights that will help you navigate the world we live in.
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Listen to the latest insights from Dr. David Kelly, Chief Global Strategist, and Gabriela Santos, Chief Strategist for the Americas at J.P. Morgan Asset Management, as they sit down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics, and their investment implications, helping to inform the building of stronger long-term investment plans.
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Become an EMPOWERED INVESTOR. Survive and thrive in today's economy! With over 2,000 episodes in this Monday, Wednesday, Friday podcast, business and investment expert Jason Hartman interviews top-tier guests, bestselling authors and financial experts including; Steve Forbes (Freedom Manifesto), Tomas Sowell (Housing Boom and Bust), Noam Chomsky (Manufacturing Consent), Jenny Craig (Health & Fitness CEO), Jim Cramer (Mad Money), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door ...
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Global Commodities: Supply disruptions give copper prices breakout velocity
9:10
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A larger than initially expected supply disruption from the world’s second largest copper mine, Freeport’s Grasberg in Indonesia, will significantly tighten the copper market in the coming quarters and has flipped our forecasted S&D balance to deficits for this year and in 2026. Much tighter fundamentals and the draw on limited ex-US inventory flip…
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Global Rates: Scandi Central Banks and noisy UK politics
9:57
9:57
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9:57
In this podcast Francis Diamond and Khagendra Gupta discuss the Riksbank and Norges Bank meetings this month and implications for Scandinavian rate markets as well as recent noise around UK politics. This podcast was recorded on 26 September 2025. This communication is provided for information purposes only. Institutional clients can view the relat…
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Trading Insights: Why macro matters for systematic investors
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23:31
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In this episode we hear from Ralph Sueppel, Managing Director at Macrosynergy, a London-based macroeconomic research and technology company that co-developed the J.P. Morgan Macrosynergy Quantamental System (“JPMaQS”): a data and analytics product harnessing macroeconomic quantamental point-in-time data for investment strategies. Ralph joins J.P. M…
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Watch the video version on YouTube. Explore the evolving landscape of retirement investing in today’s shifting macroeconomic environment. Discover how retirement is not just a destination, but a dynamic journey shaped by individual needs, spending patterns and regulatory changes. Gain valuable perspectives on the impact of recent policy changes, th…
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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
36:01
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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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Ayomide Mejabi, Nicolaie Alexandru, Katherine Marney and Gbolahan Taiwo discuss the mood at the 2025 Emerging and Frontier Markets Opportunities Conference in London focusing on key themes and highlighting specific frontier countries. This podcast was recorded on 23 September 2025. This communication is provided for information purposes only. For m…
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The data center surge: Building the backbone of the digital age
18:22
18:22
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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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Global Commodities: At Any Rate: Party like a semiquincentenarian
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15:09
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With the Fed cutting cycle commencing this week, consensus expectations of a straightforward series of quarter-point rate cuts conceals a broad spectrum of potential outcomes. Commodities have rallied 15% on average over previous benign cutting cycles yet have faced much stiffer headwinds over past recessionary-tinged rate-cutting cycles. That bein…
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Global FX: Take-aways from FOMC and other DM central banks
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Following DM central bank Superweek, we discuss currency take-aways from the Fed, BoC, Norges Bank and BoE and preview FX implications from the SNB and Riksbank next week. Speakers: Patrick Locke, Global FX Strategy Meera Chandan, Global FX Strategy James Nelligan, Global FX Strategy Junya Tanase, Global FX Strategy This podcast was recorded on 19 …
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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’
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36:42
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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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Global Rates: Digging into a week of DM central bank decisions
18:51
18:51
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Rates strategists Jay Barry and Francis Diamond discuss the outcomes of this week's FOMC, BoE, and BoJ meetings, and the impact on DM rates markets. Speakers: Jay Barry, Head of Global Rates Strategy Francis Diamond, Head of European Rate Strategy This podcast was recorded on September 19, 2025. This communication is provided for information purpos…
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Digital assets unveiled: Industry insights and regulatory shifts
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16:45
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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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US Rates strategist Phoebe White and European Rates strategist Frida Infante discuss the August inflation data and their outlook for inflation markets going forward. While they see limited catalysts to push Euro area breakevens out of recent ranges, the backdrop remains supportive for US breakevens. Speakers: Phoebe White, Head of US Inflation Stra…
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EM Fixed Income: (EM) Credit where credit’s due
22:18
22:18
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22:18
Jonny Goulden, Ben Ramsey, YM Hong and Ayomide Mejabi discuss the implications of the Fed cut for EM, as well as the mood at the Emerging and Frontier Markets Opportunities Conference in London. This podcast was recorded on 18 September 2025. This communication is provided for information purposes only. Institutional clients can view the related re…
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Alternative Realities: Allocate smarter with alternatives
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22:25
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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
50:53
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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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Rare earths, real impact: Inside the MP Materials deal
12:05
12:05
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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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US Rates: Yield curve bull flattens ahead of September FOMC
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10:36
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US Rates strategists Phoebe White and Ipek Ozil reflect on the drivers of this week’s bull flattening move and discuss views ahead of next week’s FOMC meeting and the September corporate tax day. Speakers Phoebe White, Head of US Inflation Strategy Ipek Ozil, Head of US Interest Rate Derivatives Strategy This podcast was recorded on Sept 12, 2025. …
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Global FX: Previewing central bank event risk for FX
27:39
27:39
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This week, our Global FX Strategists touch on the latest developments in CNY, and preview a loaded central bank week for currencies. Speakers Meera Chandan, Global FX Strategy Arindam Sandilya, Global FX Strategy Patrick Locke, Global FX Strategy James Nelligan, Global FX Strategy This podcast was recorded on Sept 12, 2025. This communication is pr…
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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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Global Rates: ECB and BoE meetings, French spreads and Dutch indexation
19:43
19:43
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In this podcast Francis Diamond, Aditya Chordia and Khagendra Gupta discuss the Euro market post the September ECB meeting, French spreads following the appointment of a new PM and the upcoming BoE meeting. Speakers: Francis Diamond, Head of European Rates Strategy Aditya Chordia, Rates Strategy Khagendra Gupta, Rates Strategy This podcast was reco…
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Global Commodities: Beware the Ides of September
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13:39
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We revisit the five conditions outlined in June that are necessary for crude oil prices to start reflecting the expected year-end weakness, and suggest that September could be a turning point for the oil market. Global oil inventories built, but the rise in OECD stocks has been modest by comparison. In response, both Brent and WTI curves have flatt…
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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
1:09:06
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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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Resilience and Risks: Insights from the European Leveraged Finance Conference
22:22
22:22
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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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Emerging Markets Outlook and Strategy for September 2025
15:18
15:18
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Jonny Goulden, Anezka Christovova and Nora Szentivanyi discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 11 September 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/…
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2339: The Housing Deficit Explained: Millions of Buyers, Limited Homes and Why "Doomers" Keep Getting It Wrong
26:40
26:40
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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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Navigating the Future: How AI, energy and health care will impact the corporate landscape
24:48
24:48
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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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