Making Sense

J.P. Morgan
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Making Sense

“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.

  1. Trading Insights: Systematic investing, with Aspect Capital’s co-founder Martin Lueck

    -2 ДН.

    Trading Insights: Systematic investing, with Aspect Capital’s co-founder Martin Lueck

    In this episode, Martin Lueck, co-Founder and Research Director at Aspect Capital, and formerly co-Founder of AHL, now part of MAN Group, is in discussion with Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan. They touch on why trend has been such a powerful market attribute through time, the power of harvesting these signals across multiple asset classes and where diversified strategies – those not correlated with momentum – still play an important part in the systematic investing process. Martin discusses the impact of machine learning, AI and LLMs on the investing process, and how the systematic investing landscape could evolve from here. Note that this episode follows an interview with Aspect CEO and co-Founder Anthony Todd in January 2024.   Shownotes  The Evolution of Systematic Strategies with Anthony Todd, CEO, Aspect Capital – Part 1 The Evolution of Systematic Strategies with Anthony Todd, CEO, Aspect Capital – Part 2   This episode was recorded on June 9, 2025.   The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan. © 2025 JPMorgan Chase & Company. All rights reserved.

    26 мин.
  2. A CIO’s view: Insights from 30 years of hedge fund investing

    -6 ДН.

    A CIO’s view: Insights from 30 years of hedge fund investing

    Paul Zummo, Chief Investment Officer of J.P. Morgan Alternative Asset Management, joins Kumar Panja, EMEA head of the Capital Advisory Group at J.P. Morgan, as they celebrate 30 years of investing in hedge funds and other alternative asset classes. Zummo contrasts the early days, characterized by limited data and conventional strategies, with today’s landscape, which features emerging managers along with quantitative and multi-strategy funds. With $33 billion in assets under management following the merger with the Private Bank, Zummo emphasizes the importance of robust risk management, disciplined due diligence, thorough referencing and careful cultural assessments in selecting hedge fund managers. This episode was recorded on May 22, 2025.  The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan. To find out more about our services, please contact [email protected]. © 2025 JPMorgan Chase & Company. All rights reserved.

    26 мин.
  3. Empowering directors: Practical perspectives for boardroom success

    8 ИЮЛ.

    Empowering directors: Practical perspectives for boardroom success

    Following the 2025 J.P. Morgan Board Summit, join Charlie Post, co-head of Media & Communications M&A, Chris Ventresca, global chairman of Investment Banking and M&A and Jessica McIntosh from the Director Advisory Services team, as they delve into the pressing challenges confronting public company directors today. This engaging discussion covers the evolving responsibilities of corporate directors, the critical questions they must address, and the increasing influence of climate uncertainty on boardroom decisions. Gain valuable insights from industry leaders on effective boardroom practices and discover the importance of leveraging collective expertise to navigate complex issues and drive shareholder value.     This episode was recorded on June 17, 2025.   This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.  © 2025 JPMorgan Chase & Company. All rights reserved.

    15 мин.
  4. June jobs report: Better than expectations

    3 ИЮЛ.

    June jobs report: Better than expectations

    The U.S. economy added 147,000 jobs in June, roundly beating market expectations. But while the headline numbers seem strong at first glance, much of the increase was attributed to government employment, with private payroll growth showing some moderation. What do these mixed signals mean in the context of the wider economy? And is J.P. Morgan Research adjusting its forecast for rate cuts as a result? Join chief U.S. economist Michael Feroli and Alexa Hanelin from the U.S. Rates Sales team as they discuss the state of the labor market.     This episode was recorded on July 3, 2025.    This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.  This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.  Copyright 2025, JPMorganChase & Co. All rights reserved.

    8 мин.
  5. Uncertainty reigns: The market outlook at mid-year

    30 ИЮН.

    Uncertainty reigns: The market outlook at mid-year

    Will uncertainty continue to shape business cycle dynamics? How might trade tensions, fiscal policy and geopolitical risks play out? And will there be lasting damage to markets and the economy? Join J.P. Morgan Research analysts as they explore the outlook for the second half of 2025.    In this episode, we hear from:  Bruce Kasman, chief global economist Bhupinder Singh, U.S. equity strategist and head of Thematic Research Jay Barry, head of Global Rates Strategy Meera Chandan, co-head of Global FX Strategy Natasha Kaneva, global head of Commodities Research Stephen Dulake, co-head of Fundamental Research Jonathan Goulden, head of EM Fixed Income Strategy Fabio Bassi, head of Cross-Asset Strategy This episode was recorded between June 23 and June 26, 2024.   This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.  This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.  Copyright 2025, JPMorganChase & Co. All rights reserved.

    47 мин.
  6. Serving up success: Crabel Capital Management’s evolution

    27 ИЮН.

    Serving up success: Crabel Capital Management’s evolution

    Founded in 1987 by Toby Crabel, a former professional tennis player turned commodities trader, Crabel Capital Management has today evolved into a diversified quant manager with over $5 billion in assets. In this episode, Peter Sughrue from J.P. Morgan’s Prime Financial Services Sales team sits down with Michael Pomada, president and CEO of Crabel. They discuss the importance of adapting strategies to thrive in today’s complex market, with a focus on systematic trading, risk management and the growing role of technology.    This episode was recorded on May 6, 2025.   The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan. To find out more about our services, please contact [email protected]. © 2025 JPMorgan Chase & Company. All rights reserved.

    22 мин.
  7. Navigating the hedge fund frontier: Insights from the Elo Pension Fund

    24 ИЮН.

    Navigating the hedge fund frontier: Insights from the Elo Pension Fund

    In this episode, Kumar Panja, EMEA head of the Capital Advisory Group at J.P. Morgan, chats with Kari Vatanen, head of Asset Allocation and Alternatives at Elo, one of the largest pension funds in Finland. They discuss the uncertain market environment, plus the importance of hedge funds and illiquid assets in diversifying portfolios. Vatanen also shares Elo’s current asset allocation strategy and ways managers can engage with institutional investors.   This episode was recorded on May 30, 2025.   The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan. To find out more about our services, please contact [email protected]. © 2025 JPMorgan Chase & Company. All rights reserved.

    24 мин.
  8. Trading Insights: Data in the discretionary investment process with AKO Capital’s CEO

    20 ИЮН.

    Trading Insights: Data in the discretionary investment process with AKO Capital’s CEO

    In this episode, Patrick Hargreaves, CEO of AKO Capital and PM of the AKO Capital Global Fund, is in discussion with Eloise Goulder, head of the Data Assets and Alpha Group. Patrick discusses the rationale for the quality investment philosophy at AKO Capital and the 'patterns of quality' the team look to identify to source these companies (as articulated in their 2016 Quality Investing book). He also lays out the five specialized teams who work alongside the analysts on market research, forensic accounting, behavioral analysis, data science and sustainability. Finally, Patrick highlights where machine learning and LLM tools can be additive in their processes, and where the role of the human, and of judgement, remains critical.   Shownotes: https://www.akocapital.com/ https://www.akocapital.com/quality-investing/   This episode was recorded on June 6, 2025.   The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan. © 2025 JPMorgan Chase & Company. All rights reserved.

    25 мин.
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“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.

Информация

  • Автор
    J.P. Morgan
  • Годы выхода
    2019 - 2025
  • Выпуски
    300
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © Copyright 2025 All rights reserved.
  • Сайт подкаста
    Making Sense

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