What’s driving record venture capital flows into AI and defense tech? How are public markets and strategic buyers changing the game for tech founders? Host Mose Adigun sits down with Rosh Wijayarathna, co-head of EMEA Innovation Economy, David Bauer, co-head of Americas Equity Capital Markets, and Matt Gehl, co-head of EMEA Tech Investment Banking, to discus ... Show More
Yesterday
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
Dec 2024
Looking Ahead: What Are the Top Trends for Fintech in 2025
<p>In this episode of Deciphered, Adam Davis, expert associate partner at Bain & Company and Jeff Tijssen, partner and global head of Fintech, Bain & Company are joined by an all-Bain lineup, Karim Ahmad, expert partner, Mike Smith, expert partner, and Tevia Segovia, partner to d ... Show More
51m 27s
Aug 2024
Tech Investor Gene Munster on MegaTrends | Okay, Computer.
Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations for NVIDIA's revenue growth, the imp ... Show More
40m 29s
Oct 2024
AI Startups: The Next Big Thing
In this episode, Jaeden and Jamie discuss the latest trends in AI investment, highlighting key players and innovative startups that are shaping the future of technology. They explore the significance of funding in driving disruption across various industries, including finance, h ... Show More
13m 28s
Jan 2025
Predictions and Strategies for 2025
Jim and Paul kick off the 2025 podcast year. We discuss economic uncertainties, private equity challenges, and evolving market strategies. We explore AI's role in portfolio management, cybersecurity concerns, and operational improvements, emphasizing practical efficiency over dra ... Show More
47m 50s
Dec 2024
The Race for AI—Search, National Infrastructure, & On-Device AI
<p>The AI race is on, and 2025 could be its most transformative year yet.</p><p>In this episode, a16z General Partners Anjney Midha and Jennifer Li, and Partner Alex Immerman dive into the trends reshaping AI and its impact on search, infrastructure, and devices.</p><p>We explore ... Show More
42m 45s
Jul 2024
182: 2024 Midyear Outlook: Waves of Transformation
<p>Vivek Paul, UK Chief Investment Strategist for the BlackRock Investment Institute joins host Oscar Pulido to discuss the rise of AI and its potential to deliver a productivity boom, the role of private markets in infrastructure, and how geopolitical dynamics are influencing in ... Show More
19m 56s