Making Sense

Examining the AI value chain with Horizon Global Partners

13 Mar 2026

Contributed by Lukas

In this episode of J.P. Morgan's Making Sense, Fawaz Chaudhry, CIO of Horizon Global Partners (the equity thematic team at Fulcrum Asset Management) s...

How are geopolitics and AI trends impacting leveraged finance?

11 Mar 2026

Contributed by Lukas

In this Making Sense episode, host Amaury Guzman is joined by Kevin Foley, global head of Capital Markets, and Tarek Hamid, head of North American Cre...

From stalling home prices to new reforms: Will U.S. housing activity pick up?

10 Mar 2026

Contributed by Lukas

In this episode of Making Sense, Anthony Paolone, co-head of U.S. Real Estate Stock Research, and John Sim, head of Securitized Products Research, off...

What lies ahead for Iran and the wider region?

06 Mar 2026

Contributed by Lukas

In this episode of J.P. Morgan’s Making Sense, Derek Chollet, head of the JPMorganChase Center for Geopolitics, sits down with Clare Kim, global he...

Blockchain breakthroughs: “You can’t innovate from afar”

24 Feb 2026

Contributed by Lukas

In this episode of Making Sense, Kate Finlayson, Global head of the FICC Market Structure and Liquidity Strategy, is joined by Sandy Kaul, Executiv...

Inflation in focus: Unpacking the latest CPI report

20 Feb 2026

Contributed by Lukas

In this episode of J.P. Morgan’s Making Sense, Phoebe White, a senior U.S. rates strategist and head of U.S. inflation strategy, sits down with seni...

EMEA in Conversation | Middle East in Motion

17 Feb 2026

Contributed by Lukas

At the crossroads of tradition and transformation, the Middle East is setting a new pace for growth and global connectivity. Join James Fraser, head o...

What's in store for the silver market in 2026?

10 Feb 2026

Contributed by Lukas

Silver has been on a volatile ride since the start of last year. In this episode, host Sam Azzarello, head of content strategy for Global Research, is...

Is "another year of good growth" ahead for the US economy?

06 Feb 2026

Contributed by Lukas

The January jobs report may be delayed, but there are many other factors shaping the path forward for the U.S. economy. Join Lauren Brice from the Nor...

AI Risk and opportunity: The state of tech lending

03 Feb 2026

Contributed by Lukas

In this episode of J.P. Morgan’s Making Sense, Jack Atherton from the EMEA Equity Capital Markets (ECM) market intelligence team, is joined by Davi...

Rally or retreat? What's next for US equities?

27 Jan 2026

Contributed by Lukas

Earnings season has kicked off, with the Magnificent Seven set to report over the next few weeks. What does the future hold for U.S. equities as they ...

What’s the outlook for credit financing in 2026?

21 Jan 2026

Contributed by Lukas

How are investors navigating tighter credit spreads and a surge in loan trading activity? In this episode, Brian LaRocca, head of Vida Portfolio Solu...

How events in Venezuela could reshape global commodities

13 Jan 2026

Contributed by Lukas

Recent events in Venezuela have so far had limited immediate impact on global commodity markets — but the longer-term implications could be signific...

December Jobs Report: Will the US economy remain in a “low-hire, low-fire” mode?

09 Jan 2026

Contributed by Lukas

Non-farm payrolls increased by just 50,000 in December while the unemployment rate dipped to 4.4%, reinforcing the “low-hire, low-fire” theme of t...

Corporate Compass 2026: Market resilience, AI and geopolitics

06 Jan 2026

Contributed by Lukas

In this episode of Making Sense, Rama Variankaval, head of Corporate Advisory at J.P. Morgan, is joined by Evan Junek, global head of Corporate Financ...

2026 outlook: What’s next for markets and the global economy?

18 Dec 2025

Contributed by Lukas

The year ahead will likely be driven by three powerful forces: uneven monetary policy, the relentless AI cycle and deepening polarization across marke...

The Supreme Court, executive power and market implications

16 Dec 2025

Contributed by Lukas

In this episode of J.P. Morgan’s Making Sense, Joyce Chang, chair of Global Research, is joined by Sarah Isgur, senior editor at The Dispatch and Su...

Mega deals and market shifts: 2025 investment banking recap and 2026 outlook

12 Dec 2025

Contributed by Lukas

How did investment banking clients navigate a year of uncertainty, and what’s next for dealmaking and capital markets? In this episode, Dorothee Ble...

Live from the trading floor: Views on global rates, FX, and EM

11 Dec 2025

Contributed by Lukas

In this episode, Brady Leventhal, head of North America FX Sales for Hedge Funds, is joined by Matthew Franklin Lyons, head of Global Rates Trading an...

Trading Insights: What to watch in equity markets heading into year-end

02 Dec 2025

Contributed by Lukas

In this episode, Eloise Goulder speaks with Andrew Tyler, Global head of Market Intelligence, and Federico Manicardi, International head of the Marke...

AI, policy and the future of US power trading

18 Nov 2025

Contributed by Lukas

The U.S. power market is undergoing a dramatic transformation, driven by the explosive growth of AI data centers and evolving priorities. Join Leland ...

Trading Insights: Unpacking innovations in quantitative investment strategies (QIS)

11 Nov 2025

Contributed by Lukas

In this episode, Arnaud Jobert, co-head of Strategic Indices for Markets and Global Head of Equity Structuring, speaks with Eloise Goulder, head of th...

Uncharted territory: Unpacking the longest government shutdown on record

07 Nov 2025

Contributed by Lukas

As the U.S. government shutdown drags on, uncertainty continues to build for both investors and everyday Americans. In this episode of J.P. Morgan's M...

“It’s not just innovation, it’s impact”: How AI is revolutionizing healthcare

04 Nov 2025

Contributed by Lukas

In this episode, Nick Richitt, global co-head of Healthcare Services at J.P. Morgan, sits down with Michael Gao, co-founder of Smarter DX and presiden...

Live from Money20/20 Middle East: Moving money, shaping futures

31 Oct 2025

Contributed by Lukas

In this episode, Veronique Steiner, head of EMEA Innovation Economy, and Lori Schwartz, global head of Treasury Services, sit down at Money20/20 Middl...

How stablecoins are reshaping global finance

29 Oct 2025

Contributed by Lukas

In this episode, Kenneth Worthington, a Brokers, Asset Managers and Exchanges equity analyst at J.P. Morgan, is joined by Teresa Ho, head of U.S. Shor...

"Bending, not breaking": The global economy’s new normal

24 Oct 2025

Contributed by Lukas

In this episode, Joyce Chang, chair of Global Research at J.P. Morgan, is joined by Jahangir Aziz, head of Emerging Markets Research, and Jay Barry, h...

Trading Insights: Exploring trend-following strategies with Lynx’s CEO

21 Oct 2025

Contributed by Lukas

In this episode, Martin Kallström, CEO of Sweden-based systematic hedge fund Lynx Asset Management, is in conversation with Eloise Goulder, head of t...

Inside Tech Stars 2025: From IPOs to defense tech

17 Oct 2025

Contributed by Lukas

What’s driving record venture capital flows into AI and defense tech? How are public markets and strategic buyers changing the game for tech founder...

Trading Insights: US policy and the impact of tariffs

07 Oct 2025

Contributed by Lukas

In this episode, Eloise Goulder sits down with William Tuttle, part of the Global Engagement team at J.P. Morgan, to explore the evolving landscape of...

Shutdown showdown: Economic and market impacts explained

03 Oct 2025

Contributed by Lukas

In this episode, Samantha Azzarello, head of Content Strategy, is joined by Jay Barry, head of Global Rates Strategy, chief U.S. economist Mike Feroli...

From geopolitics to rate cuts: What’s shaping commodities markets?

30 Sep 2025

Contributed by Lukas

In this episode, Greg Shearer, head of Base and Precious Metals Research, is joined by Natasha Kaneva, head of Global Commodities Research. Together, ...

Trading Insights: Why macro matters for systematic investors

26 Sep 2025

Contributed by Lukas

In this episode we hear from Ralph Sueppel, Managing Director at Macrosynergy, a London-based macroeconomic research and technology company that co-de...

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

23 Sep 2025

Contributed by Lukas

In this episode, Fahmi Enam, head of Media Communications and Digital Infrastructure at J.P. Morgan Commercial Banking, is joined by Scott Wilcoxen, g...

Digital assets unveiled: Industry insights and regulatory shifts

19 Sep 2025

Contributed by Lukas

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. Mor...

Rare earths, real impact: Inside the MP Materials deal

15 Sep 2025

Contributed by Lukas

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 ...

Resilience and Risks: Insights from the European Leveraged Finance Conference

12 Sep 2025

Contributed by Lukas

In this episode, host Daniel Rudnicki Schlumberger, head of Leveraged Finance EMEA at J.P. Morgan, is joined by Andrew Crook, head of Leveraged Financ...

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

09 Sep 2025

Contributed by Lukas

In this episode, Rama Variankaval, global head of Corporate Advisory and Evan Junek, global head of Corporate Finance Advisory, share insights from th...

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

05 Sep 2025

Contributed by Lukas

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% — th...

Trading Insights: Retail vs. institutional investor divergence

02 Sep 2025

Contributed by Lukas

In this episode, join three members of the Data Assets & Alpha Group — group head Eloise Goulder, product specialist Edwina Lowe and head of Dat...

The evolution of online sports betting

29 Aug 2025

Contributed by Lukas

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 Gami...

M&A trends and opportunities: A global perspective

26 Aug 2025

Contributed by Lukas

This episode of What’s The Deal? delves into the dynamic landscape of mergers and acquisitions. Jay Hofmann, head of North American M&A at J.P. ...

Trading Insights: Behavioral biases and their impact on investing decisions

22 Aug 2025

Contributed by Lukas

This episode features Michelle Baddeley, Professor of Economics at Sydney’s University of Technology (UTS) and author of several books on behavioral...

What does the July CPI report tell us about inflation trends?

12 Aug 2025

Contributed by Lukas

Tariffs are starting to feed into consumer prices; however, falling energy and food costs are offsetting the increase to some degree. In this episode ...

Trading insights: “Staying positive, though markets could be choppier"

05 Aug 2025

Contributed by Lukas

In this episode, John Schlegel, head of the Global Positioning Intelligence team at J.P. Morgan, is joined by Andrew Tyler, head of the Global Market ...

July jobs report: A marked slowing in job creation

01 Aug 2025

Contributed by Lukas

Firms aren't shedding workers, yet the pace of hiring has slowed. What do these mixed labor market signals mean for the broader economy? In this episo...

Is AI the solution to data analytics challenges?

29 Jul 2025

Contributed by Lukas

As portfolios increase in complexity, measuring performance can prove all the more difficult. In this episode, Jason Mirsky, head of Data Solutions fo...

A deep dive into financing in Latin America

25 Jul 2025

Contributed by Lukas

How are Latin American debt capital markets faring? In this episode, host Amaury Guzman from the Leveraged Finance desk speaks with Lisandro Miguens, ...

Trading Insights: Intraday options, levered ETFs and the retail investor

22 Jul 2025

Contributed by Lukas

In this episode, Matthieu Boisot, head of Cross-Asset, Volatility and Intraday Product Development for Quantitative Investment Strategies (QIS), sits...

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

15 Jul 2025

Contributed by Lukas

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 discus...

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

11 Jul 2025

Contributed by Lukas

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. M...

Empowering directors: Practical perspectives for boardroom success

08 Jul 2025

Contributed by Lukas

Following the 2025 J.P. Morgan Board Summit, join Charlie Post, co-head of Media & Communications M&A, Chris Ventresca, global chairman of Inv...

June jobs report: Better than expectations

03 Jul 2025

Contributed by Lukas

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 ...

Uncertainty reigns: The market outlook at mid-year

30 Jun 2025

Contributed by Lukas

Will uncertainty continue to shape business cycle dynamics? How might trade tensions, fiscal policy and geopolitical risks play out? And will there be...

Serving up success: Crabel Capital Management’s evolution

27 Jun 2025

Contributed by Lukas

Founded in 1987 by Toby Crabel, a former professional tennis player turned commodities trader, Crabel Capital Management has today evolved into a dive...

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

24 Jun 2025

Contributed by Lukas

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 Alternat...

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

20 Jun 2025

Contributed by Lukas

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 ...

Trading Insights: The rise in European trading volumes

17 Jun 2025

Contributed by Lukas

In this episode, Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, is joined by Chris Andrew, head of Market Structure and Regul...

A deep dive into the world of investment-grade private credit

13 Jun 2025

Contributed by Lukas

What is investment-grade private credit, and how does it differ from public credit markets? What are the opportunities and risks for borrowers? And ho...

Private credit branches out

10 Jun 2025

Contributed by Lukas

As the private credit market continues to grow, investors are diversifying strategies across various asset classes. However, recent economic uncertain...

May jobs report: “Steady as she goes”

06 Jun 2025

Contributed by Lukas

The U.S. continued to add jobs at a steady pace in May, and the unemployment rate remained at 4.2% for the third straight month. Looking ahead however...

Are conditions favorable for an IPO market boom?

03 Jun 2025

Contributed by Lukas

How has the IPO market fared in the first half of 2025? Join Keith Canton, head of Americas Equity Capital Markets, Gaurav Maria, head of U.S. Equity-...

Back to basis: Why the Treasury basis trade is in focus

30 May 2025

Contributed by Lukas

Why is there so much focus on the U.S. Treasury cash-futures basis trade? Kate Finlayson, global head of FICC Market Structure and Liquidity Strategy,...

Navigating the bank loan market: Trends, volumes and strategies

27 May 2025

Contributed by Lukas

Join Amaury Guzman from the Leveraged Finance team as he chats with Patrick Griffin, head of Pro-Rata Debt Capital Markets, about the bank loan market...

Trading Insights: All about alternative data

23 May 2025

Contributed by Lukas

Analyzing alternative data can be complex and challenging – but it can also be highly rewarding. In this episode, Mark Fleming-Williams, head of Da...

Opportunities and headwinds for financial sponsors in 2025

20 May 2025

Contributed by Lukas

John Burns, head of J.P. Morgan's Mid-Cap Financial Sponsors Group, hosts guests Adam Schwarzschild, co-head of North America Financial Sponsors Group...

Humanoid robotics: A deep dive into automation’s next frontier

16 May 2025

Contributed by Lukas

Humanoid robots, AI-powered machines resembling humans, are poised to transform automation by addressing labor shortages and revolutionize sectors suc...

Tariffs and trade tensions: How can companies manage the fallout?

13 May 2025

Contributed by Lukas

“Trade is like water — it will flow through whatever is the path of least resistance.” Tariffs are reshaping international trade by disrupting s...

A new era of credit portfolio trading?

09 May 2025

Contributed by Lukas

In this episode, Gurps Kharaud, head of Equities Digital Markets and Vida Portfolio Solutions, chats with Olivier Cajfinger, head of Investment-Grade ...

Trading Insights: A tactical US equity rally?

06 May 2025

Contributed by Lukas

In this episode, Andrew Tyler, head of Global Market Intelligence, and Federico Manicardi, head of International Market Intelligence, speak with Elo...

April jobs report: Solid growth stands out against economic uncertainty

02 May 2025

Contributed by Lukas

Join Mike Feroli, J.P. Morgan's chief U.S. economist, and Alexa Hanelin from the North America Rate Sales team as they discuss the better-than-expecte...

Securities taxation: Why custodians must adapt

30 Apr 2025

Contributed by Lukas

Explore the securities taxation landscape in Europe from a custodian’s perspective and understand the rapidly transforming tax regulatory environmen...

Trading Insights: Data vs. model – what’s more important?

25 Apr 2025

Contributed by Lukas

In this episode, Edwina Lowe, product specialist in the Data Assets and Alpha Group, speaks with Eloise Goulder, head of the group. Edwina and Eloise ...

Navigating volatility: M&A and leveraged capital markets update

22 Apr 2025

Contributed by Lukas

In this episode, host Evan Junek, global head of Corporate Finance Advisory, with Jay Hofmann, head of North America M&A, and Brian Tramontozzi, h...

President Trump’s first 100 days: What’s happened and what’s next?

18 Apr 2025

Contributed by Lukas

As President Trump approaches the 100-day mark of his second term, what has gone as expected and what has left experts surprised? Join Samantha Azzare...

From tariffs to tightness: What’s happening in the US housing market?

15 Apr 2025

Contributed by Lukas

Take a deep dive into the complexities of the U.S. housing market with Anthony Paolone, co-head of U.S. Real Estate Stock Research and John Sim, head ...

Leveraged finance trends: ‘Be ready to be nimble’

11 Apr 2025

Contributed by Lukas

In this episode, Daniel Rudnicki Schlumberger, head of Leveraged Finance for EMEA, talks with Ben Thompson, head of EMEA Leveraged Finance Capital Mar...

Trading Insights: How the Bank of England harnesses AI and data

08 Apr 2025

Contributed by Lukas

In this episode, Eloise Goulder, head of J.P. Morgan’s Data Assets and Alpha Group and James Benford, chief data officer at the Bank of Englan...

Jobs, tariffs and the Fed: Recapping the March US employment report

04 Apr 2025

Contributed by Lukas

In this episode, Lauren Brice from the U.S. Rates Sales team and Mike Feroli, J.P. Morgan's chief U.S. economist, unpack the key takeaways from the Ma...

Navigating the future of sustainable finance

02 Apr 2025

Contributed by Lukas

In this episode, Roshan Ahmad, global head of sovereign advisory, sits down with Arsalan Mahtafar, head of the Development Finance Institution (DFI) t...

Payments Unbound: The future of connected car payments

01 Apr 2025

Contributed by Lukas

In this episode of Making Sense, we delve into the transformative world of in-car payment solutions. Join Bal Ahir, global head of Mobility Payment ...

Payments Unbound: Electric vehicles and the energy ecosystem

28 Mar 2025

Contributed by Lukas

In this episode of Making Sense, Bal Ahir, global head of Mobility Payment Solutions, and Suela Rossberg, EMEA head of Payments for Energy, Power and...

Trading Insights: A structural shift in European geopolitics

21 Mar 2025

Contributed by Lukas

In this episode, Eloise Goulder, head of the Data Assets and Alpha Group, and Lauren Anderson, head of Government Relations for EMEA, discuss the glo...

Is the gender pay gap closing?

18 Mar 2025

Contributed by Lukas

In this episode of J.P. Morgan’s “Making Sense,” Joyce Chang is joined by Sam Saperstein and Chi Mac to discuss the eighth annual report on gend...

Payments Unbound: Tackling fraud in a digital world

14 Mar 2025

Contributed by Lukas

In this episode, we delve into the complexities of fraud prevention and security in the evolving world of payments. Join Mike Frost, Product Soluti...

30 years of growth: Insights from J.P. Morgan's Global Leveraged Finance Conference

11 Mar 2025

Contributed by Lukas

In this episode, host Amaury Guzman from the Leveraged Finance desk is joined by Kevin Foley, global head of Capital Markets, to discuss key insights ...

Trading Insights: Navigating US equity market fluctuations

04 Mar 2025

Contributed by Lukas

In this episode, John Schlegel, head of Global Positioning Intelligence at J.P. Morgan, sits down with Andrew Tyler, head of the Global Market Intelli...

The impact of EMIR 3.0 on Euro swaps trading

28 Feb 2025

Contributed by Lukas

In this episode, host Meridy Cleary from the FICC Market Structure team and senior rates trader Roxane Blanc delve into one of the most pressing marke...

Trading Insights: Incorporating sustainability into the investment process

25 Feb 2025

Contributed by Lukas

In this episode, Eloise Goulder, head of the Data Assets & Alpha Group at J.P. Morgan, chats with Andrew Howard, head of Sustainable Investing ...

Trading Insights: Evolution of the markets structuring business

21 Feb 2025

Contributed by Lukas

In this episode, Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, sits down with Rui Fernandes, global head of Markets Trading ...

Debt Restructuring: Recent trends, insights and market dynamics

18 Feb 2025

Contributed by Lukas

In this episode, Amaury Guzman from J.P. Morgan's Leveraged Finance desk is joined by Dan Pombo, head of the Restructuring and Debt Advisory Practice ...

Trading Insights: Can US exceptionalism keep its shine?

14 Feb 2025

Contributed by Lukas

In this episode, the team delves into the risk and reward dynamics of U.S. equities compared to the rest of the world, following the recent comparativ...

2025 e-Trading Insights: What’s top of mind for institutional traders?

11 Feb 2025

Contributed by Lukas

In this episode, Patrick Whelan, head of FICC Digital Markets at J.P. Morgan, and Gergana Thiel, Global co-head of Macro Sales, delve into the latest ...

January jobs report: 'A pretty favorable picture overall'

07 Feb 2025

Contributed by Lukas

Join Mike Feroli, J.P. Morgan's chief U.S. Economist, and Lauren Brice from the U.S. Rates Sales team, as they delve into the January jobs report. Dis...

From uncertainty to opportunity: The future of EMEA dealmaking

04 Feb 2025

Contributed by Lukas

Join host Louise Bennetts, head of J.P. Morgan's board advisory team in EMEA, as she delves into the European dealmaking outlook for 2025. In this ins...

Navigating Asia’s bond and equity markets

28 Jan 2025

Contributed by Lukas

In this episode of J.P. Morgan’s Making Sense, host Meridy Cleary from the FICC Market Structure team engages in an insightful discussion with Clare...

Trading Insights: Risk and reward for European equities post-YTD rally

24 Jan 2025

Contributed by Lukas

In this episode, Federico Manicardi, Head of International Market Intelligence, and Victoria Campos, a team member, delve into the risk and reward dyn...

Navigating the hedge fund frontier: Insights from CPP Investments

21 Jan 2025

Contributed by Lukas

In this episode, Kumar Panja, EMEA head of the Capital Advisory Group at J.P. Morgan, engages in a compelling conversation with Amy Flikerski, Managin...

Trading Insights: US equities: Buy the dip or brace for volatility?

14 Jan 2025

Contributed by Lukas

In this episode, Sunny Potharaju from the Positioning Intelligence team is joined by John Schlegel, head of the Global Positioning Intelligence team a...

2025 Corporate Compass: Insights for a transformative year

07 Jan 2025

Contributed by Lukas

In this episode, hosts Rama Variankaval, Global Head of Corporate Advisory, and Evan Junek, Global Head of Corporate Finance Advisory, explore the ins...