In this episode of J.P. Morgan's Making Sense, Fawaz Chaudhry, CIO of Horizon Global Partners (the equity thematic team at Fulcrum Asset Management) sits down with Eloise Goulder, head of the Data Assets and Alpha Group. They unpack why value is shifting from software to chips — and why the next three to four years will be key for semis, foundries and tools ... Show More
Mar 11
How are geopolitics and AI trends impacting leveraged finance?
In this Making Sense episode, host Amaury Guzman is joined by Kevin Foley, global head of Capital Markets, and Tarek Hamid, head of North American Credit Research & Strategy, to unpack takeaways from J.P. Morgan’s 31st annual Global Leveraged Finance Conference in Miami. The trio ... Show More
17m 34s
Mar 10
From stalling home prices to new reforms: Will U.S. housing activity pick up?
In this episode of Making Sense, Anthony Paolone, co-head of U.S. Real Estate Stock Research, and John Sim, head of Securitized Products Research, offer their take on the U.S. housing market. They examine current supply-demand dynamics, regional price trends and mortgage rates, w ... Show More
16m 43s
Mar 6
What lies ahead for Iran and the wider region?
In this episode of J.P. Morgan’s Making Sense, Derek Chollet, head of the JPMorganChase Center for Geopolitics, sits down with Clare Kim, global head of Content Strategy and Production for the Commercial and Investment Bank, to discuss how the U.S.–Israel military operation again ... Show More
23m 10s
Jun 2023
A Borderless World: Cross-Border Money Movement
<p>No matter where a business is located, there is a high chance that business has customers in other places around the world. In addition to those goods and services crossing boundaries, so can the payment and the payout. Today, Richard Meszaros, Vice President and Head of Cross ... Show More
42m 5s
Sep 2025
The Growth Playbook: Goldman Sachs’ Darren Cohen on Building a Growth Investing Platform
Goldman Sachs’ Darren Cohen, co-head and chief investment officer of Growth Equity within Goldman Sachs Asset Management, discusses his career trajectory and investment philosophy, and where he sees opportunity today. This episode was recorded on August 11, 2025. The opinions and ... Show More
23m 39s
Sep 2025
What the Weak Jobs Report Means For Markets
What does Friday’s disappointing jobs number mean for the Fed – and where are the opportunities for investors today? Rich Privorotsky, head of European One Delta trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Recorded on September 5, 2025. The opi ... Show More
9m 38s
Jan 2023
Why The World Needs a Better Global Money Movement Network
<p>Through the digitization of money movement around the world, a time-consuming process that lacked transparency has slowly improved. But how do we build an even better global money movement network? On this episode of Money Travels, presented by Visa, host Indre Viskontas is j ... Show More
39m 12s
Feb 2025
Dollar falls on soft consumer confidence, Oil slide continues, Bitcoin down again
Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delive ... Show More
15m 40s
Dec 2024
Services PMI slips, Aussie dollar down, Bank of England Chief dovish
Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delive ... Show More
11m 19s