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Listen to the latest insights from Dr. David Kelly, Chief Global Strategist, and Gabriela Santos, Chief Strategist for the Americas at J.P. Morgan Asset Management, as they sit down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics, and their investment implications, helping to inform the building of stronger long-term investment plans.

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Artwork for Insights Now

Latest Episodes

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In today’s rapidly evolving investment landscape, understanding how quantitative strategies are shaping asset management is more important than ever. This episode explores the dynamic world of quant investing, offe... more

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On today's episode, Aaron Mulvihill, Global Alternatives Strategist, is joined by Stephen Dulake, Co-Head of Global Fundamental Research at JP Morgan. Together, they discuss private credit, an asset class that has... more

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Explore the evolving landscape of retirement investing in today’s shifting macroeconomic environment. Discover how retirement is not just a destination, but a dynamic journey shaped by individual needs, spending p... more

Watch the video version on YouTube.

With new developments like shifting flows in hedge funds and private credit and the growing impact of AI on data centers, investors are navigating a rapidly changing landscape. On this episode, Aaron Mulvihill, Gl... more

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Recent Guests

Geng Ngarmboonanant
Research analyst on the multi-asset solutions team who focuses on policy implications for macroeconomic research
J.P. Morgan Asset Management
Episode: How can policy power portfolios?
Paul Zummo
Chief Investment Officer of JP Morgan Alternative Asset Management.
JP Morgan Asset Management
Episode: Alternative Realities: Pearls of investment wisdom
Sitara Sundar
Head of Alternative Investment Strategy and Market Intelligence at JP. Morgan Private Bank
JP Morgan Private Bank
Episode: Alternative Realities: Hidden opportunities in private markets
Thomas Kennedy
Head of Research and Investment Strategy for Real Estate Americas
JP Morgan Asset Management
Episode: Alternative Realities: Real estate’s new reality
Sameer Riaz
Head of Securitized Research
JP. Morgan Asset Management
Episode: How secure is securitized debt?
Matt Nelson
Credit Analyst covering healthcare and pharmaceuticals
J.P. Morgan Asset Management
Episode: Taking a pulse on healthcare
Andy Dacy
CEO and CIO of J.P. Morgan Asset Management's Global Transportation Group with over 30 years of experience in the transportation sector.
J.P. Morgan Asset Management
Episode: Alternative Realities: Shipping's geopolitical hedge
Neene Jenkins
Head of municipal bond research
JP Morgan Asset Management
Episode: What's behind muni moves?
Paris Heymann
Co-managing partner of Growth Equity Partners
J.P. Morgan Asset Management
Episode: Alternative Realities: Growth equity's new frontier

Hosts

Gabriela Santos
Chief Market Strategist for the Americas, providing insights on economic trends and investment strategies.
Aaron Mulvihill
Global Market Strategist, focuses on opportunities and risks in various asset classes across markets.
David Kelly
Chief Global Strategist, specializing in global investment insights and economic forecasting.

Reviews

4.4 out of 5 stars from 173 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 States9 months 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 States3 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 States3 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 States7 years ago

Listeners Say

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

Insightful commentary and analysis on economic and investment trends.
There are comments about varying guest quality and occasional political bias in discussions.
Some listeners find the discussions should focus more on actionable insights rather than theory.
Hosts provide valuable expertise, making complex financial topics accessible.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Rethinking retirement through research
Q: What sparked your interest in retirement and behavioral finance?
Katherine has always been interested in the interplay of numbers and psychology, which led her to focus on retirement investing.
Rethinking retirement through research
Q: How have you thought about having private, illiquid markets in a retirement type vehicle?
Katherine explains that alternatives have been included in retirement products for 20 years, noting their benefits as diversifiers and the need for active management.
Rethinking retirement through research
Q: What are some interesting themes you're seeing in retirement savings data?
Katherine notes that there is a significant cost associated with retirement and emphasizes the need to consider liquidity and market risk in retirement planning.
How can policy power portfolios?
Q: Are we in the all clear with tariffs?
No, we are not in the all clear. Tariff rates have settled, but risks of future tariffs still exist.
How can policy power portfolios?
Q: What are your key takeaways from the bill and where we are with fiscal policy?
The One Big Beautiful Bill is stimulative but comes with significant debt costs, and its benefits are uneven across income levels.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
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Frequently Asked Questions About Insights Now

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

Focusing on the integration of macroeconomic policies and investment strategies, this audio series provides insights from experienced economists and strategists at a leading financial institution. The discussions often revolve around fiscal policies, market trends, and various asset classes, aiming to enhance listeners' investment understanding and decision-making. Notably, episodes explore significant themes such as alternative investments, municipal bonds, real estate dynamics, and high-yield markets, making the content particularly relevant for investors seeking to navigate complex economic environments. The podcast balances detailed analysis with accessible presentations, appealing to both seasoned investors and those newer to finance w... more

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To see how many followers or subscribers Insights Now has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

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. The Markets

How many episodes of Insights Now are there?

Insights Now launched 15 years ago and published 134 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. Geng Ngarmboonanant
2. Paul Zummo
3. Sitara Sundar
4. Thomas Kennedy
5. Sameer Riaz
6. Matt Nelson
7. Andy Dacy
8. Neene Jenkins

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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