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Insights Now

Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

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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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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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At Any Rate

J.P. Morgan Global Research

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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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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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Advisor Success Series

Freedom Investment Management, Inc.

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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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Jonny 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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What 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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Today 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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This 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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Meera 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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This 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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In 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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Over 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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Arindam, 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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It 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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Jason 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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My 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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Watch 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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This 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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Today’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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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 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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Jason discusses real estate investing, highlighting current market conditions where a slight home sales increase is overshadowed by affordability issues due to higher mortgage rates. He argues that the "in irons" market, characterized by modest price appreciation, benefits rental property owners through steady cash flow and increasing rents due to …
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My guest is Romina Reversi, Managing Director and Head of Sustainable Investment Banking Americas at Crédit Agricole CIB — one of the banks that helped write the very rules of the green bond market, and has stayed near the center of gravity ever since. Romina’s path into banking didn’t start with a mission to change the world. It started with a lov…
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Sajjid Chinoy, Rajiv Batra and Arindam Sandilya discuss the outlook for EM Asia macro, equity and fixed income markets in the wake of the IMF / WB meetings in Washington DC last week This podcast was recorded on Apr 28, 2025. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/discl…
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A crowd is gathered around the sickbed of the economic expansion. Among the multitude are the workers, consumers and business people who would be most impacted by its demise. There are political partisans too, some fervently praying for recovery, others quietly hoping for the opposite. At the foot of the bed are fiscal and monetary doctors, the for…
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During this episode, Tracey shares her takeaways from the recently held Geneva Sugar conference and provides an update on the cocoa market after the relative strength in recent grinding data. Speakers: Tracey Allen, Head of Ags Research This podcast was recorded on April 25, 2025. This communication is provided for information purposes only. Instit…
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