Best J.P. Morgan Global Research Podcasts (2025)

1
Global Commodities: Global upstream Oil & Gas capital spending faces first contraction since 2020 12:39

2h ago12:39

12:39

Global upstream oil and gas spending is expected to hit $543 billion this year, a 1.1% decrease from 2024, with reduced capital allocation across all regions except the Middle East. Capital spending in the US shale sector experienced a 3.2% drop in 2024, with forecasts indicating a further 1.9% decline in 2025, despite rising costs from tariffs on …

1
Global FX: Deep-dive into global FX hedge ratios 29:50

2h ago29:50

29:50

This week, our global FX strategists, Meera Chandan, Ben Jarman, Patrick Locke, Octavia Popescu and James Nelligan take a look at FX hedge ratios across Australia, Canada, Scandinavia and the Eurozone, and discuss where further adjustments can impact currencies in 2H’25. We also discuss the latest views on sterling following this week’s fiscal news…

1
On patient-centric treatment decisions and the value of quantitative methodologies, in conversation with Marc Buyse 16:33

4h ago16:33

16:33

In today's healthcare landscape, there is a pressing need for quantitative methodologies that include the patients' perspective in any treatment decision. In a new pharmaphorum podcast, web editor Nicole Raleigh spoke with Marc Buyse, founder of IDDI and One2Treat, and also co-founder of CluePoints, about his recent work as one of the editors of – …

1
2319: Housing Market SHOCKER: Why It's NOT 2008 (The REAL Reason Home Sales are Down) 32:23

1d ago32:23

32:23

Jason discussed concerns about Federal Reserve chair Jerome Powell's leadership and the current state of the housing market, including analysis of historical relationships between housing supply and economic downturns. He explored various market conditions, including the impact of interest rates, inventory levels, and differences between single-fam…

1
Maximising value by uniting the digital backbone: On a new Novo Nordisk and Veeva partnership 13:40

2d ago13:40

13:40

At this year’s Veeva R&D and Quality Summit, it was revealed that Novo Nordisk and Veeva have entered into a new partnership for clinical development. In this episode of the pharmaphorum podcast, web editor Nicole Raleigh spoke with Stephanie Bova, chief digital officer at Novo Nordisk, and Rik van Mol, SVP R&D and Quality at Veeva, about the partn…

1
Global FX Derivatives: Thin Cushion. A Slippery Slope from Calm to Uncertainty 17:35

3d ago17:35

17:35

In this episode of At Any Rate Arindam Sandilya, Juan Duran-Vara and Ladislav Jankovic discuss FX Derivatives themes of interest heading into 2H25. We briefly go over the FX volatility backdrop and then pivot to the six themes: carry, USD skew, correlations, directional exposure in JPY and EUR, JPY surface setup, and wrap it up with the just-in cas…

1
Uncertainty reigns: The market outlook at mid-year 46:40

3d ago46:40

46:40

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 econom…

1
What's behind muni moves? 26:12

6d ago26:12

26:12

Watch the video version on YouTube Municipal bonds have struggled so far in 2025 as increased issuance and elevated volatility have weighed on prices. However, with risks to the current economic expansion rising, the case for munis has only grown more compelling. On a tax-equivalent basis, muni yields are higher relative to Treasuries and compete w…

1
Global Rates: European rates markets roundup: German fiscal, NATO meeting, carry themes, de-dollarisation flows and UK rates 17:37

6d ago17:37

17:37

In this podcast Francis Diamond, Aditya Chordia and Elisabetta Ferrara discuss recent German fiscal and NATO events this week as well as views on carry as a theme, an update on tracking de-dollarisation flows and thoughts on UK rates. Speakers Francis Diamond, Head of European Rates Strategy Aditya Chordia, European Rates Strategy Elisabetta Ferrar…

1
Global FX: Mid-Year Outlook - Tell me something new 39:47

6d ago39:47

39:47

The DM and EM FX strategy team discuss the new themes for currencies heading into 2H25. Speakers: Meera Chandan, Global FX Strategy Arindam Sandilya, Global FX Strategy Patrick Locke, Global FX Strategy James Nelligan, Global FX Strategy Antonin T Delair, Global FX Strategy Ben Jarman, Global Economics, Rates & FX Strategy Junya Tanase, Global FX S…

1
2318 FBF: Commodities Investing with Dr. Chris Kacher & Gil Morales Managing Directors of VirtueOfSelfishInvesting.com 44:16

6d ago44:16

44:16

This is Flashback Friday is from episode275 published last August 29, 2012. While the last several years have seen huge losses for most investors in stocks, it has provided some valuable insights and allowed development of new concepts for stock investing. Jason Hartman talks with Dr. Chris Kacher and Gil Morales, principles and managing directors …

1
Global Commodities: Big crops are unlikely to build world stocks, agri outlook into 2H25 12:07

6d ago12:07

12:07

Looking at the latest outlook for the agri markets and where the risks lie ahead of upcoming formative USDA acreage and stocks reports. As we turn to 2H25, and formative stages of the northern hemisphere growing season and South American export window, most agricultural markets under coverage are trading at price levels below producer gross margins…

1
US Rates: DM swap spread outlook 17:14

6d ago17:14

17:14

In this podcast Ipek Ozil and Khagendra Gupta discuss the main drivers of DM swap spreads with focus on US and German swap spreads. Speakers: Ipek Ozil, Head of U.S. Interest Rate Derivatives Strategy Khagendra Gupta, Head of European Interest Rate Derivatives Strategy This podcast was recorded on June 27, 2025. This communication is provided for i…

1
Serving up success: Crabel Capital Management’s evolution 22:13

7d ago22:13

22:13

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. …

1
Oil Prices and Asia - Macro and Market Implications? 25:48

7d ago25:48

25:48

Featured in this podcast are Sajjid Chinoy, Natasha Kaneva, Sean Kelly and Mixo Das. This podcast was recorded on Jun 25, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmorganmarkets.com/research/content/GPS-5011846-0 and https://jpmorganmarkets.com/research/content…

1
2317: Beyond the Headlines: Edward Dowd Exposes Unseen Health & Economic Data 37:46

8d ago37:46

37:46

Greeting's from Saint Thomas Island! Jason's on the Real Estate Guys' Investor Summit at Sea cruise and reminds his listeners to sign up for the FREE MASTERCLASS every second Wednesday of the month! https://jasonhartman.com/wednesday Jason and Edward Dowd discussed the book "Cause Unknown: The Epidemic of Sudden Deaths" and its focus on the increas…

1
The changing landscape of drug clinical assessment: Tommy Bramley on the JCA 18:11

9d ago18:11

18:11

The JCA process was passed into law by the European Union in 2022. The Joint Clinical Assessment is a process that will systematically assess all available clinical evidence for new drugs. Rolled out in stages, starting with oncology drugs and advanced therapy medicinal products this year, it will be fully implemented by 2030. In a new pharmaphorum…

1
Navigating the hedge fund frontier: Insights from the Elo Pension Fund 24:01

9d ago24:01

24:01

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 s…

1
Global Rates: European rates Scandi and UK central bank round up 8:00

13d ago8:00

8:00

In this podcast, Francis Diamond, Khagendra Gupta and Frida Infante discuss the Norges Bank, Riskbank and BoE meetings this week and implications for European rate markets. Speakers: Francis Diamond, Head of European Rates Strategy Khagendra Gupta, European Rates Strategy Frida Infante, European Rates Strategy This podcast was recorded on 20 June 2…

1
2316 FBF: The Financial Health of America’s Social Classes with Dr. H. Woody Brock Author of ‘American Gridlock’ 1:02:02

13d ago1:02:02

1:02:02

This Flashback Friday is from episode 283 published last October 26, 2012. Between 1980 and 2000, the wealth of our nation grew enormously. Interest rates dropped, dot com businesses grew, and then the housing market was rocketing. We then went into a tricky period where overall net worth grew a bit until the dot com crash; the middle class was sus…

1
Global FX and Economics: A look back to monetary policy and a look ahead to fiscal 27:15

13d ago27:15

27:15

Meera Chandan, Greg Fuzesi, James Nelligan, Octavia Popescu and Patrick Locke discuss the FX implications of a wide range of topics - the upcoming German budget and NATO summit, FX take-aways from central bank meetings last week and the recent Treasury International Capital flows. This podcast was recorded on 20 June 2025. This communication is pro…

1
Global Commodities: The unintended consequences of destabilizing Iran 11:58

13d ago11:58

11:58

Regime changes in oil-producing countries—whether through leadership transitions, coups, revolutions, or major political shifts—can profoundly affect the country's oil policy, production, and global oil prices, both in the short and long term. Since 1979, there have been eight notable instances of regime change in medium-to-large scale oil-producin…

1
EM Fixed Income: Weighing the impacts of Middle East escalation 21:44

13d ago21:44

21:44

Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 20 June 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 st…

1
Trading Insights: Data in the discretionary investment process with AKO Capital’s CEO 24:56

13d ago24:56

24:56

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 artic…

1
Precision, speed, impact: Evolving mass spectrometry for medical science 19:22

14d ago19:22

19:22

Originally employed in atomic physics, mass spectrometry is now an indispensable tool in modern science, and importantly medical science. In a new pharmaphorum podcast, web editor Nicole Raleigh spoke with Melissa Sherman, CEO of MOBILion Systems, a company pioneering next-generation separation science, by innovating best-in-class instruments that …

1
Global Rates: Monthly Inflation Outlook 15:04

15d ago15:04

15:04

Rates strategists Francis Diamond and Phoebe White discuss their latest views on global inflation markets. Breakevens in DM inflation markets have been modestly lower over the past month, as inflation has softened. Looking ahead to 2H25, we expect diverging trends between US and Euro area inflation, driving an outperformance in US inflation markets…

1
2315: The Tax Advantage: Unlock Your Real Estate Riches with Scott Saunders 37:20

15d ago37:20

37:20

Jason focuses on income property as the most tax-favored asset class in America, including discussion of tax-saving opportunities like the 1031 exchange for investors. He promotes the availability of free monthly masterclasses on jasonhartman.com/Wednesday for listeners to register and attend. JasonHartman.com/Wednesday Jason then introduces Scott …

1
Trading Insights: The rise in European trading volumes 17:43

16d ago17:43

17:43

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 Regulatory Change in EMEA. Together, they explore the recent pick-up in European equity volumes and turnover ratios, discussing factors including geopolitical shifts, fiscal policy changes and the evolving…

1
IMUNON at ASCO 2025: Changing the micro-tumour environment in advanced ovarian cancer 14:14

16d ago14:14

14:14

Onsite at ASCO 2025 in Chicago, web editor Nicole Raleigh sat down with Dr Stacy Lindborg, CEO of IMUNON, to discuss the company’s oral presentation at the Congress from the Phase 2 OVATION 2 study of IMNN-001, an IL-12 immunotherapy, in women with newly diagnosed advanced ovarian cancer – since published in the peer-reviewed journal Gynecologic On…

1
US Rates: US rates market 2H25 outlook 27:56

17d ago27:56

27:56

J.P. Morgan’s Jay Barry, Teresa Ho, Ipek Ozil, and Phoebe White discuss the outlook for the US rates market in the second half of 2025, discussing Treasury yields, swap spreads, TIPS, and the short-term fixed income markets. Speakers Jay Barry, Head of Global Rates Strategy Teresa Ho, Head of US Short Duration Strategy Ipek Ozil, Head of US Interes…

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J.P. Morgan Global Research Podcasts

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