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
Oct 29
Sponsors, spreads and stress testing: Navigating 2026’s rate reset
In volatile markets, trade-offs sharpen: pay for certainty now, or preserve flexibility for later. In this episode of Making Sense, Ben Berkey from the corporate derivatives franchise talks with Brian Tramontozzi, head of North American Leveraged Finance Capital Markets, and Kim ... Show More
14m 47s
Oct 26
The evolution of hedge fund performance: From enhancer to diversifier
How is the role of hedge funds evolving? In this episode of Making Sense, John Schlegel, head of the Global Data Assets and Alpha Group for Prime Financial Services, sits down with Kumar Panja, head of the Capital Advisory Group for EMEA, to unpack what they’re seeing across hedg ... Show More
19m 5s
Oct 20
One Year In: Advancing Economic Security and Resiliency
One year of advancing economic security and resiliency. And we're just getting started. As the Security and Resiliency Initiative marks its first anniversary, Doug Petno, co-president of JPMorganChase and CEO of the Commercial & Investment Bank, and Jay Horine, global head of the ... Show More
12m 38s
Mar 2025
Buy the dip in US equities?
After a rough week for US stocks, should investors buy the dip – or look for opportunities in global markets? Rich Privorotsky, head of European One Delta Trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Learn more about your ad choices. Visit megap ... Show More
8m 49s
Sep 2022
E143 – Markets Take a Tumble
Following a red-hot inflation print earlier this week, many investors opted for an immediate sell-off, creating turbulence in the markets. In today’s episode, portfolio managers Alfred Lee, Matt Montemurro, and your host, Mark Raes, anticipate the Federal Reserve’s response. They ... Show More
34m 20s
Aug 2024
E235 – Dissecting Recession Risks
<p>Is the U.S. heading for a recession? In today’s episode, Portfolio Manager Chris Heakes, ETF Strategist Bipan Rai, and your host, Mckenzie Box, examine key economic indicators and historical trends. They also share defensive strategies to add to your investing toolkit. </p>
<p ... Show More
24m 28s