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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Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management to help prepare you for the week ahead.
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The Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.
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What happens when revolutionary trading vehicles like ETFs meet transformative technologies like artificial intelligence and machine learning? Join Yasmin Dahya and Joe Staines, of J.P. Morgan Asset Management, and Tom Lydon, of ETF Trends, for a conversation about how ETFs are evolving to take advantage of new tools.
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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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SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing
Scott Arnell
The SRI360 Podcast is focused exclusively on Sustainable & Responsible Investing, Impact Investing, ESG and Socially Responsible Investing. To learn more, visit SRI360.com. Each episode presents an interview with a world-class investor who is an accomplished practitioner from different asset classes in lively, wide-ranging, long-format discussions. In each interview, we try to cover everything from each investor's early personal journey—and what motivated and attracted them to commit their l ...
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Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but in ...
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Brent Huisman took his talents and received his first opportunity in the business and finance world in 1998. Brent obtained his first position at GE Capital Auto Financial Services. During his 22 year career in the auto finance industry, Brent Huisman has utilized his marketing background to work for some of the largest names in the auto finance industry including GE Capital Auto Financial Services, JP Morgan Chase, ADESA, HSBC among others. Today, Brent Huisman has become an authority on va ...
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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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Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each w ...
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The American Monetary Association is a non-profit venture funded by The Jason Hartman Foundation that is dedicated to educating people about the practical effects of monetary policy and government actions on inflation, deflation and freedom. Our goal is to help people prosper in the midst of uncertain economic times. The American Monetary Association believes that a new and innovative understanding of wealth, value, business and investment is necessary to thrive in the new reality of big gov ...
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The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one’s business and life. To our advantage, we can find King Solomon’s financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the “get-rich-quick” schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, b ...
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This week, Global FX Strategists Patrick Locke & James Nelligan discuss the FX implications across tariff de-escalation, US fiscal developments, data surprises and central bank meeting risk. Speakers: Patrick Locke, Global FX Strategy James Nelligan, Global FX Strategy This podcast was recorded on 16 May 2025. This communication is provided for inf…
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2306 FBF: Free Markets vs Big Government with Steve Forbes Editor-in-Chief of Forbes Media and Author of ‘Freedom Manifesto’
38:30
38:30
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38:30This Flashback Friday is from episode 302, published last February 25, 2013. Jason Hartman is joined on this episode by Steve Forbes, the editor in chief of Forbes Media, to propose and attempt to answer the question: Why does government get bigger and bigger when we know it doesn’t work well? Mr. Forbes states that history proves free markets work…
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Global Commodities: Base metals are back from the brink but not fully in the clear
15:17
15:17
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15:17A better-than-expected US-China trade reprieve and reduced recession probabilities has diminished the downside tail risks to both base metals demand and prices. While prices could continue to run higher in the near-term amid a further extension of Chinese demand front-loading following the 90-day tariff reprieve, we are cautious of the longevity of…
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BCG’s Philipp Carlsson-Szlezak on Global Macro: Recession Risk, Tariffs, Debt Dynamics | #582
45:35
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45:35Today’s guest is Philipp Carlsson-Szlezak, Global Chief Economist at BCG and author Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk. In today’s episode, Philipp starts by sharing his framework to assess macroeconomic risk, emphasizing the importance of adapting to changing global conditions. Then he applies that framework to…
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EM Fixed Income Focus: Trading the trade war ceasefire
15:25
15:25
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15:25Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM fixed income asset class. Speakers: Jonny Goulden, Head of EM Fixed Income Strategy Saad Siddiqui, Emerging Markets Strategist This podcast was recorded on 15 May 2025. This communication is provided for information purposes only. Institutional clien…
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Watch the video version on YouTube. In the ever-evolving landscape of fixed income markets, investors are faced with increased policy uncertainty and interest rate volatility. The Federal Reserve finds itself caught between signs of slowing economic momentum and the unpredictable impacts of tariffs. This environment has intensified concerns over fo…
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Fixed Income: The US-China Détente: Implications for Asia
27:58
27:58
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27:58What are the near-term macro implications for China from the temporary tariff roll-back in Geneva? Can the truce become permanent? What are the spillover effects to the rest of the region? Are the Japan and Korea trade deals imminent? Are currency accords part of these deals? Will the BoJ continue normalizing sooner than October? Sajjid Chinoy, Hai…
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2305: The US Economic Ponzi Scheme: Avoiding Collapse and the Path to Stability with Les Rubin
30:15
30:15
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30:15Today Jason covers a few key real estate investing strategies. He emphasizes the importance of leveraging properties with high loan balances for inflation-induced debt destruction and better insurance claim handling. He advises against paying off mortgages, highlighting tax benefits and the "refi till you die" plan. He introduces the concept of a "…
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Breaking the Investor Mold: Inside 4 Women-Led Funds Driving Real Impact & Real Returns (#086)
1:49:30
1:49:30
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1:49:30This 4-in-1 compilation episode focuses on a persistent disconnect between capital and capability: women are founding businesses at record rates and leading high-performing funds, yet the capital rarely follows. In other words, women are underrepresented both in receiving and managing capital. Today’s episode is about those pushing back against tha…
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US Rates strategists Phoebe White, Teresa Ho, and Ipek Ozil discuss their takeaways from this week's Fed meeting and tariff announcements. With a deterioration in labor market data still likely to drive Fed easing later this year, Treasury yields are expected to fall over coming months. Meanwhile, funding markets remain healthy, and stability has r…
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Global FX: Historic trade deals and take-aways for currencies
20:31
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20:31Meera Chandan, Arindam Sandilya, Patrick Locke and Octavia Popescu discuss how the USD/Asia view is evolving after record volatility, as well as recent central bank meetings and the US-UK trade deal with the read-through to FX. Speakers: Meera Chandan, Global FX Strategy Arindam Sandilya, Global FX Strategy Patrick Locke, Global FX Strategy Octavia…
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2304 FBF: Nominal Dollars vs Real Dollars & Understanding Investor Psychology with Investment Counselor Sara
1:26:25
1:26:25
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1:26:25This Flashback Friday is from episode 304 published last Mar 6, 2013. Jason talks with investment counselor, Sara, about investor psychology, overcoming obstacles and getting out of our own way. The smoke-and-mirrors propaganda perpetuated by mainstream media (lamestream media as Sarah Palin says) in reporting the new high in the Dow Jones Industri…
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Global Rates: European rates market round-up
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18:30In this podcast Francis Diamond, Aditya Chordia and Khagendra Gupta discuss a variety of topics covering thoughts around the impact of de-dollarisation on Euro govie and swap markets, the May BoE meeting and UK rates as well as the Riksbank and Norges Bank meetings this week. Speakers Francis Diamond, Head of European Rates Strategy Aditya Chordia,…
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Global Commodities: Hypothetically, of course. Redirecting just 0.5% of foreign US asset holdings to gold could drive prices to $6,000
13:00
13:00
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13:00Over the past five decades, foreign investors have been steadily accumulating US financial assets, which have reached nearly $57trn as of the end of 2024. Yet, there are signs that sovereign wealth funds and reserve managers appear to be rethinking the risk-reward parameters of holding US assets. Gold could further benefit from this shift. Given it…
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TWD / Asian FX gains and equity implications
26:54
26:54
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26:54Arindam, Jemmy and Mixo discuss the outlook for Taiwanese and Asian equities more broadly in the wake of historic TWD FX appreciation This podcast was recorded on May 8, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmorganmarkets.com/research/content/GPS-4975042-0,…
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Alternative Realities: Managing market volatility with alternative investments
25:49
25:49
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25:49It has been a busy and volatile month in the markets, one that certainly reminded us of the value of being diversified across public as well as private markets. Alternative investments have historically been limited to institutions like pension funds and insurance companies, due to high investment minimums and a high level of complexity. But that’s…
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2303: Navigating Today's Real Estate Market: Insights for Investors, The Housing Shortage and Your Investment Opportunities
40:44
40:44
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40:44Jason talks about the current state of the housing market, emphasizing that there is no housing crash due to the low number of financially distressed homeowners. He shared updated statistics from the US Census Bureau, indicating that 39.8% of homeowners have no mortgage, and 65% have mortgages at or below 4%. Jason also highlighted the oversupply i…
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From £10M to £2B: Michele Giddens “Bridges” Impact Purpose with Double-Digit Returns (#085)
1:28:07
1:28:07
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1:28:07My guest today is Michele Giddens, Co-Founder and CEO of Bridges Fund Management — one of the early architects of impact investing, before the term was even coined. Bridges now has over £2 billion in AUM invested in private equity and property, but back in 2002, it began with little more than a blank sheet of paper and a conviction that capital cou…
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There have only been two U.S. recessions since 2001 – the Great Financial Crisis and the Pandemic Recession. Both of these were huge – accounting for two of the only three times since the 1940s that the unemployment rate has vaulted to double digits. However, because the recessions of our recent memory have been so dramatic, investors may not appre…
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J.P. Morgan strategists Jay Barry and Meera Chandan discuss latest developments in the Treasury and FX markets in the context of this week's employment data, trade negotiations, and Treasury's May refunding announcement. Speakers: Jay Barry, Head of Global Rates Strategy Meera Chandan, Co-Head of Global FX Strategy This podcast was recorded on May …
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Equity research insights: Key analyst takeaways & top investor questions
20:53
20:53
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20:53Watch the video version of YouTube. In our thirteenth season of Insights Now, we delved into the research that informed our portfolio managers' investment strategies. Gabriela Santos engaged in insightful discussions with top-tier buy-side equity research analysts from J.P. Morgan Asset Management, covering a diverse array of sectors such as semico…
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In this week’s At Any Rate podcast, our Global FX team addresses the large move in USD/TWD late in the week alongside implications for USD/CNY, Asia FX and global FX more broadly. We also recap recent FX-relevant macro data and central bank decisions, and look ahead to how FX might respond around central bank meetings next week. Speakers: Arindam S…
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2302 FBF: America's Economic Outlook said John Mauldin Author and Publisher of ‘Thoughts From the Frontline’
1:07:41
1:07:41
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1:07:41This Flashback Friday is from episode 298, published last February 4, 2013. On this show, Jason Hartman talks with one of his investment counselors about current events, welcomes a guest caller and also brings to our listening audience the economic outlook from renowned financial expert, John Mauldin. Mauldin discusses “spending rearrangement”, a r…
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Speaker: Natasha Kaneva, Head of Global Commodities Research The oil market seems to be pre-positioning to benefit from the tailwinds of tariff de-escalation, along with shifts towards deregulation and tax cuts. But while the recent de-escalation in trade talks has reduced the probability of a bear case, the ‘Trump put' does not extend to energy, a…
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Jeremy Grantham, John Arnold & Sam Zell Share Their Most Memorable Investments | #581
19:54
19:54
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19:54Today’s episode features the most memorable investments from Jeremy Grantham, John Arnold and Sam Zell. (0:00) Starts (0:53) Jeremy Grantham (5:25) John Arnold (8:24) Sam Zell To listen to the full episodes, click the links below: Jeremy Grantham I: Apple, Spotify, YouTube Jeremy Grantham II: Apple, Spotify, YouTube John Arnold: Apple, Spotify, You…
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EM Fixed Income: Lessons learned from post Liberation Day markets
19:05
19:05
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19:05Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 01 May 2025. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is str…
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