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Artificial Intelligence
Private Equity
Alternative Investments
Private Credit
Investment Strategies
Real Estate
Inflation
Infrastructure
Federal Reserve
Interest Rates
J.P. Morgan Asset Management
Fiscal Policy
Tariffs
Labor Market
Utilities
Semiconductors
Hedge Funds
Inflation Reduction Act
Healthcare
Global Trade

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

PublishesWeeklyEpisodes174Founded16 years ago
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Artwork for Insights Now

Latest Episodes

Fundraising for closed-end private credit vehicles reached a record high in the second quarter of this year, highlighting the sustained strong interest from investors. This achievement comes during a year of heightened scrutiny for the asset class, w... more

AI safety is no longer just a technology debate — it's moving markets. The AI build-out continues to drive demand across semiconductors and software, while cybersecurity risks, supply chain constraints and global competition from Chinese models add c... more

In recent years, financial advisors have increasingly adopted model portfolios because they help deliver consistent and scalable portfolio management capabilities, while freeing up more time to spend with clients.

As more alternative products become... more

Political shifts and economic uncertainty are in the spotlight as midterm elections approach, but the real story unfolds beyond the ballot. From market swings and inflation to fundraising battles and redistricting, the landscape is changing fast. Glo... more

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Recent Guests

Jason Yum
Research Analyst, US Equity Growth Team at JPMorgan Asset Management
JPMorgan Asset Management
Episode: AI safety and the future of the buildout
John Speer
Portfolio Manager, Multi-Asset Solutions Group
JPMorgan Asset Management
Episode: Alternative Realities: Modeling better portfolios
Meera Pandit
Global Market Strategist at JPMorgan Asset Management
JPMorgan Asset Management
Episode: How might midterm elections move markets?
Dillon Edwards
AI Strategist at JPMorgan Asset Management
JPMorgan Asset Management
Episode: Alternative Realities: The impact of AI on the future of investing
Grant Papa
Research Analyst on the Market Insights team
JPMorgan Asset Management
Episode: The 2008 Great Financial Crisis
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

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 178 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 States6 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: Modeling better portfolios
Q: Customization of model portfolios seems important. Is customization a large part of the proposition?
Customization has grown as advisors seek the advantages of scale while retaining their identity, with topics including tilt to the US, sizing between public and private markets, and launches of custom portfolios for individual advisor practices.
Alternative Realities: Modeling better portfolios
Q: Before we get started, could you share some background on yourself and your career and your journey to being a portfolio manager here at JPMorgan Asset Management?
John Speer describes a long career at JPMorgan, starting 15 years ago in the multi-asset solutions team, with experience across institutional and retail clients and a focus on both traditional and alternative asset classes, culminating in a role that emphasizes advisory models and private markets within diversified portfolios.
How might midterm elections move markets?
Q: What exactly is at stake in the midterms?
The episode explains that the Senate and the House could flip depending on toss-up races and redistricting, with a split Congress being a plausible outcome; the discussion emphasizes that the exact composition matters for policy but the macro reaction often depends on broader economic conditions and the policy mix rather than party labels.
Alternative Realities: The impact of AI on the future of investing
Q: What does AI look like in a large enterprise environment, and how do you integrate it with existing processes like Spectrum?
AI reinforces and supports business priorities and is not standalone; Spectrum integrates AI to push relevant insights to portfolio managers while allowing deep, on-demand querying to enhance decision-making.
Alternative Realities: The impact of AI on the future of investing
Q: Can you tell us a little bit about your career and what you do at the firm?
I started in data science and analytics, moved through fintech startups, and now lead AI strategy at JPMorgan Asset Management, focusing on translating technical potential into practical business value.

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. Eye On The Market
4. At Any Rate
5. The Markets

How many episodes of Insights Now are there?

Insights Now launched 16 years ago and published 174 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. Jason Yum
2. John Speer
3. Meera Pandit
4. Dillon Edwards
5. Grant Papa
6. Noble Cooper
7. Diago Mosqueira
8. Katie Korngiebel

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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