logo
episode-header-image
Apr 2024
17m 22s

Data Assets & Alpha Group: An equities d...

J.P. Morgan
About this episode
In this episode the group discuss risk / reward for US equities following the dip through April.  They discuss possible reasons for recent equity weakness, the macro and micro backdrop - including recent hotter inflation prints and Q1 corporate earnings trends, the extent to which positioning levels have fallen amid market weakness, resulting market and sect ... Show More
Up next
Yesterday
Examining the AI value chain with Horizon Global Partners
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) sits down with Eloise Goulder, head of the Data Assets and Alpha Group. They unpack why value is shifting from software to chips — ... Show More
27m 16s
Mar 11
How are geopolitics and AI trends impacting leveraged finance?
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 Credit Research & Strategy, to unpack takeaways from J.P. Morgan’s 31st annual Global Leveraged Finance Conference in Miami. The trio ... Show More
17m 34s
Mar 10
From stalling home prices to new reforms: Will U.S. housing activity pick up?
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, offer their take on the U.S. housing market. They examine current supply-demand dynamics, regional price trends and mortgage rates, w ... Show More
16m 43s
Recommended Episodes
May 2024
An Interview with Nick Jefferson: Founder and CEO of Wylde Market
<p>In this episode Alexandra Buchan-Heelas and Tom Savile are joined by Nick Jefferson, Founder and CEO of Wylde Market, an online farmer’s market that delivers groceries to your door. They discuss the flaws in traditional food distribution systems and the exploitation of farmers ... Show More
29m 36s
Nov 2022
497: Market Insights (Episode 398)
OANDA Senior Market Analyst Craig Erlam reviews the latest market news with Jonny Hart.   MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events th ... Show More
10m 15s
Apr 2023
Market Insights (Episode 552)
OANDA Senior Market Analyst Craig Erlam reviews the latest market news with Jonny Hart. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that ... Show More
8m 30s