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Welcome to Insights Now, the podcast channel from JPMorgan Asset Management featuring timely perspectives from our experts on asset classes, markets and investment opportunities. Listen to the latest insights from Dr. David Kelly, Gabriela Santos and the Market Insights team at J.P. Morgan Asset Management as they sit down with a variety of thought leaders for conversational breakdowns of big idea... more

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Artwork for Insights Now

Latest Episodes

The Global Financial Crisis of 2008 stands as one of the most consequential events in modern market history, reshaping economies and investment thinking worldwide. This conversation traces the roots of the crisis—from the housing bubble and lax lendi... more

The dot-com bubble marked a turning point in market history, fueled by the promise of internet technology and a wave of investor enthusiasm. Optimism, easy access to information and a booming economy set the stage for soaring IPOs and rapid market gr... more

The collapse of Long-Term Capital Management in 1998 revealed how even the most sophisticated strategies can unravel under extreme market stress. This episode explores the rise and fall of the hedge fund, the role of quantitative models and leverage,... more

The 1987 Stock Market Crash—known as Black Monday—stands as a defining moment in financial history, marked by a single-day decline of over 22% in the Dow Jones Industrial Average. This episode unpacks the forces that set the stage for such an unprece... more

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Recent Guests

Noble Cooper
Research analyst in the Market Insights team
JPMorgan Asset Management
Episode: The 1998 Collapse of Long-Term Capital Management
Diago Mosqueira
Research Analyst on the Market Insights Team
JPMorgan Asset Management
Episode: The 1987 Stock Market Crash
Katie Korngiebel
Research analyst on Market Insights team
JPMorgan Asset Management
Episode: The 1929 Stock Market Crash
Brad Demong
Co-Chief Investment Officer, Global Special Situations Group
JPMorgan Asset Management
Episode: Alternative Realities: The case for distressed debt investing in private credit
Susan Bao
Portfolio Manager and Head of Active Extension Strategies
JP Morgan Asset Management
Episode: Alternative Realities: How do you boost returns in a concentrated market?
David Kelly
Chief Global Strategist
J.P. Morgan Asset Management
Episode: 2026 Mid-Year Outlook: Crosscurrents and Divergence Amidst an Increasing AI Surge
Bill Eigen
Head of the Absolute Return and Opportunistic Fixed Income Team
JP Morgan Asset Management
Episode: Alternative Realities: Absolute return strategies & trouble in private credit?
Derek Chollet
Head of JPMorgan Center for Geopolitics
JPMorgan Center for Geopolitics
Episode: Making sense of geopolitical risk
Tricia Scarlata
Head of 529 Education Savings
JP Morgan Asset Management
Episode: Saving smarter for college

Hosts

David Kelly
Chief Global Strategist and frequent macro commentator; core voice on market history and strategic outlooks.
Gabriela Santos
Senior market strategist with focus on Americas; regular host on macro and asset allocation topics.
Aaron Mulvihill
Host with focus on alternative realities and strategy discussions; anchors several segments.

Reviews

4.4 out of 5 stars from 177 ratings
  • Inconsistent volume

    One speaker is loud, another soft, music is loud, and suddenly the soft spoken voice goes up in volume

    Apple Podcasts
    4
    Mrjoeshi
    United States2 years ago
  • Not bad but

    Not bad, listening to evaluate but Meera Pandit, Was sadly unaware of the pandemic impacts and showed some strong political bias. The snp returns Obama and Trump? Biden market up? Meets, please check your facts minus the backgrounds of the housing crisis and pandemic- subtract those two events Obama real increases are small and trumps impressive.

    Also consider Biden returns if not off a difficult pandemic, his constraints on the energy suppyhave sparked a global change in energy prices. Free... more

    Apple Podcasts
    3
    moving on-missu
    United States4 years ago
  • Really miss just David Kelly

    This series would be much better if the roles were reversed and the guest asked Dr Kelly to answer the questions. These speakers don’t compare to what we’ve come to expect from JPM and Dr Kelly’s lucid level of commentary.

    Apple Podcasts
    1
    Chry5alid
    United States4 years ago
  • Asset Class: ESG Investing

    Thank you to Dr. David Kelly and Jennifer Wu for continued coverage of ESG and Sustainable Investing disciplines, which are topics of growing attention in the U.S. and abroad as well.

    Apple Podcasts
    5
    MSavola
    United States5 years ago
  • Leagues above their peers.

    Yep, lots of disclaimers at the end, but the Insights are worth it.

    I have found David Kelly and the JPM gang to consistently deliver the most insightful podcast and most helpful Guide to the Markets available.

    My clients have benefited dearly.

    JPM’s work is thorough yet delivered in a digestible and thus useful way.

    Apple Podcasts
    5
    John.Madden
    United States8 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Positive outlook on long-horizon investing is a recurring thread.
Audit-like rigor and practical investment implications are frequently praised.
Quality varies with guest; some episodes feel biased or uneven on data interpretation.
Listeners appreciate deep macro context and practical takeaways.
Sound quality and pacing are generally strong, though some volume inconsistencies persist.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Alternative Realities: Absolute return strategies & trouble in private credit?
Q: Where does an absolute return fund fit into a portfolio?
It requires dedicated focus and should be the primary objective for pursuing uncorrelated returns; it's a resource-intensive strategy that relies on a wide universe and proactive risk management to beat the risk-free rate across different market environments.
Making sense of geopolitical risk
Q: What is your base case for how the Iran situation will evolve in the near term?
The base case is a continued extended and fragile truce with negotiations continuing, the Strait of Hormuz potentially reopening only partially, and energy prices remaining under pressure for the foreseeable future.
Saving smarter for college
Q: What should families consider when deciding how to fund education and how does a 529 fit into the overall plan?
Families should plan early, consider saving and investing rather than just saving, weigh state benefits, and understand that a 529 provides tax-free growth and withdrawals when used for qualified education expenses, including new flexible qualified withdrawals.
Saving smarter for college
Q: What is the current reality of the cost of college and what are the main drivers behind continued price increases?
Tuition costs rise due to factors like demographic shifts, reduced international student aid, and the need for institutions to generate revenue; while some relief may come from smarter choices and more information, there is no clear trend toward lower costs.
Alternative Realities: Inside JPMorganChase’s $1.5 trillion security and resiliency initiative
Q: So you've got a lot of areas you're in. How do you prioritize or do you have certain buckets you put your focus areas in?
JP Morgan aims to balance broad coverage with focused scope by leveraging internal partnerships across the bank, selecting high-impact areas with scalable private-sector engagement, and prioritizing sectors where they can mobilize private equity, venture capital, and public-private collaboration.

Audience Metrics

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Frequently Asked Questions About Insights Now

What is Insights Now about and what kind of topics does it cover?

Accessible macro-focused discussions anchored by senior JPMorgan Asset Management strategists, with a track record of deep dives into market history, private credit, active extension strategies, geopolitical risk, and the AI-enabled economy. Episodes often pair a JPMorgan host with expert guests to unpack both historical context and current implications for asset allocation, risk management, and portfolio construction. Notable strengths include a strong emphasis on practical investing takeaways, rigorous fundamental research, and a willingness to bridge macro storytelling with actionable framework prompts. The format tends to blend historical episodes (crashes and crises) with forward-looking outlooks, cross-asset themes, and policy/geopoli... more

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Which podcasts are similar to Insights Now?

These podcasts share a similar audience with Insights Now:

1. Notes on the Week Ahead
2. Making Sense
3. At Any Rate
4. Global Data Pod
5. Eye On The Market

How many episodes of Insights Now are there?

Insights Now launched 16 years ago and published 169 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Insights Now?

Recent guests on Insights Now include:

1. Noble Cooper
2. Diago Mosqueira
3. Katie Korngiebel
4. Brad Demong
5. Susan Bao
6. David Kelly
7. Bill Eigen
8. Derek Chollet

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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