In this episode, Martin Kallström, CEO of Sweden-based systematic hedge fund Lynx Asset Management, is in conversation with Eloise Goulder, head of the Data Assets & Alpha Group at J.P. Morgan. Together, they explore the evolution of trend-following strategies, the drivers of long-term alpha in trend and the value of trend within a wider portfolio contex ... Show More
Sep 1
Innovate to simplify: Structuring for modern markets
In this episode of J.P. Morgan’s Making Sense, Gurps Kharaud, head of Equities, Structuring and Financing Digital Markets, sits down with Rui Fernandes, head of Global Structuring, to unpack how structuring is evolving in today’s markets. They discuss what clients are asking for ... Show More
22m 39s
Aug 28
The capital required for critical supply chains
In this episode of J.P. Morgan’s Making Sense, Michael Johnson, Security and Resiliency Initiative lead for Energy and the U.S. Government, sits down with Ben Wilson, Co-head of North American Mergers & Acquisitions, and Andrew Castaldo, Co-head of Mid-Cap Mergers & Acquisitions, ... Show More
11m 35s
Aug 25
Power surge: The US electricity derivatives boom, with ElectronX
In this episode of J.P. Morgan’s Making Sense, Bryan Long, Power Trading and Origination at J.P. Morgan, is joined by Sam Tegel, CEO of ElectronX, to explore why US power has become an increasingly attractive and tradable product for a growing wave of global market participants. ... Show More
15m 24s
Jun 2025
Mid-year outlook: diversify and hedge
Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solutions business in Goldman Sachs Asset Management, examine the dynamics driving ma ... Show More
25m 49s
Apr 2023
Prof G Markets: Liquidity and Portfolio Management in an Inflationary Decade — With Lyn Alden
This week on Prof G Markets, Scott speaks with Lyn Alden, an independent analyst and full time investor, about banking regulations, the promises of borderless bitcoin technology, and her three pillar investment strategy. They also discuss the productivity gains of AI, opportuniti ... Show More
40m 36s
Jul 2025
Macro Freestyle: What to watch as we enter H2
<p>Standard Chartered’s Eric Robertsen, Global Head of Research and Chief Strategist and Madhur Jha, Head of Thematic Research examine financial markets at the midpoint of the year, including the impact of the upcoming tariff deadline, geopolitical uncertainty, oil price volatili ... Show More
22m 3s
Dec 2024
E117: What Will Family Offices Invest into in 2025? w/Hansen Ringer
Hansen Ringer, Managing Director at Sepio Capital sits down with David Weisburd to discuss the asset class that delivers equity-like returns without the market risk, what distressed credit reveals about market cycles and investor behavior, and what happens when stocks and bonds m ... Show More
42m 10s
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