In this episode, Fahmi Enam, head of Media Communications and Digital Infrastructure at J.P. Morgan Commercial Banking, is joined by Scott Wilcoxen, global head of Digital Infrastructure Investment Banking at J.P. Morgan. They dive deep into the world of digital infrastructure — exploring the critical role of data centers, fiber, and towers in powering today ... Show More
Jul 30
Deals and discipline: What’s driving markets at mid-year?
Markets have powered through a volatile first half of 2026, despite geopolitical shocks, commodity swings, a more complex rates backdrop and increased scrutiny on the returns to AI and other growth investments. In this episode of J.P. Morgan’s Making Sense, Evan Junek, global hea ... Show More
22m 12s
Jul 28
Momentum vs. fundamentals in the AI trade: Insights from BlackRock
What's the right price for AI stocks? In this episode of Making Sense, Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, speaks with Helen Jewell, International CIO of Fundamental Equities at BlackRock, about differentiating within the AI trade, and identify ... Show More
21m 21s
Jul 24
Sifting through shifts in Asia Pacific gold trading
Gold trading in APAC is evolving quickly, with record volumes, shifting participation and infrastructure upgrades reshaping liquidity and execution. In this episode of J.P. Morgan’s Making Sense, Khushil Nathoo from the FICC Market Structure & Liquidity Strategy team and Ravi Ram ... Show More
14m 12s
Sep 2025
232: Infrastructure, AI & Energy: Navigating the Golden Age of Infrastructure Investing
Infrastructure investing is no longer a niche play — it’s at the center of today’s global economy and portfolios. In this episode of The Bid, we dive into why infrastructure investing is having a moment, how it connects to AI, and what megaforces are shaping the next decade of gr ... Show More
18m 24s
Mar 2021
Burnout, the Media, and Twitter’s Business Moves
Jason Kint, the CEO of Digital Content Next (@dcnorg), joins Scott to break down Australia’s News Media Bargaining Code. Jason also shares his thoughts on the broader digital ecosystem, including Section 230, how cryptocurrencies might come into the digital media space, and why h ... Show More
59m 20s
Dec 2024
Scaling Smart: AI, Data, and Building Future-Ready Enterprises with Josh Miramant (Ep. 276)
<p>In this episode, we dive into the transformative world of AI, data analytics, and cloud infrastructure with Josh Miramant, CEO of Blue Orange Digital. As a seasoned entrepreneur with over $25 million raised across ventures and two successful exits, Josh shares invaluable insig ... Show More
48m 55s