In this episode we hear from Jamie Wise, Founder, President and CEO of Hedge Fund Periscope Capital and BUZZ Holdings. He discusses the merit of tracking sentiment as an investing factor, the use of social media and online platforms as a discussion tool for retail investors, identifying alphas from those posts, and what those posts say about sentiment right now. Jamie Wise is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group. To read more about Periscope Capital, see h...
Oct 10, 2023•41 min•Ep. 129
What does a former investment banker — and successful entrepreneur — have to say about leadership? During J.P. Morgan’s recent Tech Stars Leadership Forum, Scott Galloway, Professor of Marketing at NYU Stern School of Business, chatted with Alex Watkins, Co-Head of J.P. Morgan’s International Equity Capital Markets. Tune in now to hear Scott’s advice for tech founders and the top three things that make a good CEO, plus the key trends driving the tech industry. This episode was recorded on Octobe...
Oct 09, 2023•11 min•Ep. 128
Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Curation and Strategy, discuss the September payrolls report. This episode was recorded on October 6, 2023. 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...
Oct 06, 2023•5 min•Ep. 127
In this episode, we hear from Maxime Carmignac, CEO and Director of Carmignac UK. Maxime discusses the benefits of the fundamental discretionary investing style, how ESG can most powerfully be captured within this process, research around the benefits of family- and employee- owned businesses, and the rationale for providing financial products direct to the retail investor (both female and male). Maxime is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group. To read more...
Oct 03, 2023•29 min•Ep. 126
Join Kathleen Darling as she hosts Brian Tramontozzi, Head of North American Leveraged Finance Capital Markets, to discuss the ever-so-active leveraged loan and high yield markets post-Labor Day reopening. In this podcast, they explore the recent uptick in deal activity, technical backdrop and outlook for Q4. Brian explains today’s favorable market conditions and why companies that have a need in the next few years to access capital, in either the leverage loan market or high yield market, shoul...
Sep 28, 2023•8 min•Ep. 125
In this episode, Krupa Patel dives into the UK economy and markets. She discusses the current UK inflation, growth and policy backdrop, how it differs from the rest of the DM world, and, in Krupa’s view the ripe x-asset investment opportunities currently presenting themselves. Krupa Patel, Head of International Market Intelligence is interviewed by Eloise Goulder, Head of the Data Assets & Alpha Group. This episode was recorded on September 22, 2023. The views expressed in this podcast may n...
Sep 26, 2023•23 min•Ep. 124
From the Hollywood strikes to carriage disputes and cord-cutting, media companies are grappling with several challenges. Join Philip Cusick (U.S. Communications Services, Infrastructure and Media), David Karnovsky (Head of U.S. Media, Entertainment and Advertising) and Jack Atherton (Technology, Media and Telecom Specialist Sales) as they explore the outlook for the media industry. This episode was recorded on September 22, 2023. This communication is provided for information purposes only. Plea...
Sep 22, 2023•25 min•Ep. 123
As shareholder activism gains momentum worldwide, this podcast sheds light on key trends covering universal proxy rules, the capital allocation debate, M&A activity and the overall global outlook. Learn how boards and management can prepare for activism efforts and navigate the evolving business environment. J.P. Morgan experts lead this discussion, including David Freedman, Global Head of Shareholder Engagement and M&A Capital Markets, Alfredo Porretti, Head of Shareholder Engagement an...
Sep 21, 2023•16 min•Ep. 122
In this episode, we hear from Peng Cheng, Head of Big Data and AI Strategies in the Global Research department of J.P. Morgan. Peng runs through two ways in which his team are leveraging ML/ AI techniques to forecast stock returns: on the one hand, using cross-sectional AI to assess corporate sentiment at the stock level (‘Smartbuzz’), and on the other hand, using time series machine learning techniques to forecast future returns. Peng also discusses what these toolkits say about markets today. ...
Sep 19, 2023•31 min•Ep. 121
In this episode, the group delves into investor positioning, discussing the extent to which equities have positioning headroom for a further rally from here. They look into positioning from a host of investor sources, including Hedge Funds, CTAs, the retail investor, ETFs and mutual funds, and across the US, Europe and Asia. Eloise Goulder, Head of the Data Assets & Alpha Group, is in discussion with John Schlegel, Head of the Global Positioning Intelligence team. This episode was recorded o...
Sep 13, 2023•16 min•Ep. 120
As J.P. Morgan’s European High Yield and Leveraged Finance conference concludes, Daniel Rudnicki Schlumberger, Head of Leveraged Finance EMEA, discusses key insights with Daniel Lamy, Head of European Credit Strategy Research and Andrew Crook, Head of EMEA Leveraged Finance Sales. They explore European leveraged finance markets’ short-term resilience and potential challenges on the horizon, from default rate expectations and corporate performance to the refinancing landscape. How will evolving d...
Sep 12, 2023•16 min•Ep. 119
China’s EV industry is experiencing exponential growth. Why is this so, and how is EV battery technology key to this revolution? Find out more from Nick Lai, Head of China Equity Research and Head of APAC Auto Research, and Rebecca Wen, who covers the China EV battery and auto parts sector at J.P. Morgan. This episode was recorded on September 5, 2023. This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan ...
Sep 08, 2023•12 min•Ep. 118
With carbon markets growing exponentially, this episode delves into how emissions trading works, opportunities across regions, and policy initiatives helping to drive further market participation. Meridy Cleary from J.P. Morgan’s FICC Market Structure team speaks to emissions trader, Jose Cubria, on the fundamental drivers of compliance and voluntary carbon markets. This episode was recorded on August 24, 2023. The views expressed in this podcast may not necessarily reflect the views of JPMorgan...
Sep 05, 2023•17 min•Ep. 117
Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Curation and Strategy, discuss the August payrolls report. This episode was recorded on September 1, 2023. 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 ...
Sep 01, 2023•4 min•Ep. 116
In this episode, Ben Thompson, Head of EMEA Leveraged Finance Capital Markets, hosts Martin Horne, Global Head of Public Assets at Barings. Ahead of J.P. Morgan’s European High Yield and Leveraged Finance conference, they discuss the current state of the debt capital markets and outlook for next year, diving into global and regional trends, portfolio positionings, the private credit market and more. This episode was recorded on August 29, 2023. This material was prepared by certain personnel of ...
Aug 31, 2023•18 min•Ep. 115
In this episode, the group delves into European market structure, discussing firstly the context of still lackluster European turnover and liquidity, and secondly the emergence of the European retail investor. They discuss the European countries in which the retail investor has been most active, the characteristics of the stocks which have been most traded, and the possible market impact of these European retail flows. Eloise Goulder, Head of the Data Assets & Alpha Group, is joined Chris An...
Aug 29, 2023•32 min•Ep. 114
From vehicle electrification to autonomous driving, what does the road ahead look like for the automotive industry? Jose Asumendi, Head of European Automotive Research, and Ryan Brinkman, Head of U.S. Autos & Auto Parts, discuss the key trends shaping the future of mobility. This episode was recorded on August 17, 2023. This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affili...
Aug 25, 2023•14 min•Ep. 113
In this episode, King Ho, Co-head for Product for Depositary Receipts, Asia Pacific and MENA markets at J.P. Morgan, is joined by Braedon Lehman, Senior Associate for Corporate Governance and M&A at S&P Global Market Intelligence, and Prerna Divecha, Climate and ESG Credit and Risk Solutions business at S&P Global Market Intelligence, to discuss the value of sustainability and related corporate governance practices and how this may connect to climate risk based on case studies of com...
Aug 23, 2023•23 min•Ep. 112
What are the top long-term risks for global markets, and how can investors prepare? Join Joyce Chang, Chair of Global Research, and Jan Loeys, who covers Long-Term Strategy, as they discuss the key factors that will shape the investment landscape over the next 10 years. This episode was recorded on July 28, 2023. 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...
Aug 17, 2023•29 min•Ep. 111
In this episode, Andrew Tyler, Head of US Market Intelligence, and John Schlegel, Head of Global Positioning Intelligence, discuss how views on US markets have shifted for the near term, post the strong performance in prior months and a view that US macro data is “goldilocks.” They cover how much of the good news might be priced in and diverging views around the Fed. From a positioning angle, they discuss the large amount of short covering by Hedge Funds and what typically follows, alongside wha...
Aug 15, 2023•10 min•Ep. 110
What is El Niño, and how will it impact weather patterns and crop yields across the globe? Are there implications for the wider commodity complex? Get answers from Tracey Allen, Agricultural Commodities Strategist, and Natasha Kaneva, Head of Global Commodities Strategy. This episode was recorded on July 26, 2023. 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/o...
Aug 11, 2023•16 min•Ep. 109
In this episode, the team discuss the investment case for US vs. international equities post strong outperformance of US markets YTD. They run through the fundamental, valuation, and sentiment differentials between the regions, and while they see further scope for US markets to outperform international markets (especially Europe and China), they do remain positive on Japan and the economy’s structural transformation. Krupa Patel, Head of International Market Intelligence, is interviewed by Edwin...
Aug 08, 2023•11 min•Ep. 108
Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Curation and Strategy, discuss the July payrolls report. This episode was recorded on August 4th, 2023. 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 oth...
Aug 04, 2023•4 min•Ep. 107
Join Kathleen Darling as she hosts David de Boltz, Managing Director of Leveraged Finance Capital Markets, to discuss the tech sector's current financing activities and trends. They dive into drivers and challenges, from macroeconomic dynamics, institutional demand to the market technicals. Find out why tech financing is in a “Goldilocks” scenario, and how the resurgent M&A and AI wave could turn up the heat. This episode was recorded on July 24, 2023. This material was prepared by certain p...
Jul 27, 2023•13 min•Ep. 106
Are house prices going to fall in the U.S.? Could another crash lie ahead? Or will tight supply keep the housing market in a healthier place? Find out from John Sim, Head of Securitized Products Research, Anthony Paolone, Co-head of U.S. Real Estate Stock Research and Michael Rehaut, Head of U.S. Homebuilding and Building Products Equity Research. Join them for an insightful discussion as they answer key questions about the state of the U.S. housing market. This episode was recorded on Wednesday...
Jul 21, 2023•17 min•Ep. 105
In this episode, the team dives into US equities - post the strong YTD rally - and discuss whether equities can push even higher through Q3. They run through the health of the US consumer, the rates path from here (post this week’s lower CPI print), and the extent to which investors are now heavily positioned in US markets. Andrew Tyler (Head of US Market Intelligence) and John Schlegel (Head of Global Positioning Intelligence) are in discussion with Eloise Goulder, Head of the Data Assets &...
Jul 14, 2023•23 min•Ep. 104
Host Rebecca Thornton chats with Tony Lewis, CEO of Aumni, and Mike Elanjian, Head of Digital Private Markets at J.P. Morgan, about how data has the potential to transform the venture capital market. With the firm’s recent acquisition of data company Aumni, hear how this cutting-edge platform is teaming up with J.P. Morgan’s Capital Connect to facilitate market transparency and alignment between startups and investors. This episode was recorded on July 6, 2023. This material was prepared by cert...
Jul 13, 2023•14 min•Ep. 103
In this episode, the Data Assets & Alpha Group look back on H1 2023 with a focus on x-asset, regional and thematic performance. They discuss the evolution of the macro narrative from inflation concerns to the rise in use of AI, what positioning looks like now and the outlook for the remainder of the year. Eloise Goulder, Head of the Data Assets & Alpha Group, is interviewed by Edwina Lowe, Product Specialist within the team. This episode was recorded on July 10, 2023. The views expressed...
Jul 11, 2023•37 min•Ep. 102
Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Curation and Strategy, discuss the June payrolls report. This episode was recorded on June 7, 2023. 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 a...
Jul 07, 2023•4 min•Ep. 101
Host Kathleen Darling and Todd Rothman, Managing Director of North American High Yield and Leveraged Loan Capital Markets, discuss activity across leveraged capital markets against the current backdrop. They dive into the financing trends for M&A and LBO transactions, and the implications for structuring and documentation strategies and more. This episode was recorded on June 28, 2023. This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidia...
Jul 06, 2023•12 min•Ep. 100
