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
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
Oct 13
Blackstone on hedge funds: Why multi-strats are back
Multi-strategy hedge funds are drawing fresh attention as investors reassess traditional 60/40 portfolios amid higher stock–bond correlations. In this second conversation with Blackstone, Kumar Panja, EMEA head of Capital Advisory Group at J.P. Morgan, sits down with Joe Dowling, ... Show More
21m 38s
Oct 2
September jobs report: "When the risks are two-sided, you're in good position"
Payrolls came in lower than expected in the September jobs report, but topline numbers may not tell the whole story. In this episode of Making Sense, Alexa Hanelin of the Rates team sits down with Michael Feroli, J.P. Morgan's chief U.S. economist, to give a read on the print, un ... Show More
9m 12s
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