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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

Artificial intelligence is rapidly transforming the investment landscape, prompting new questions about risk, opportunity and the future of market leadership. As innovation accelerates and disruption becomes a constant, understanding how to navigate ... more

Energy markets are on edge as geopolitical risk meets shifting demand, elevating the importance of balance, quality and discipline in portfolio construction. Markets are pricing a near term risk premium while longer dated benchmarks remain steadier, ... more

Markets have seen strong performance in recent years, but as we look to the future, attention is turning to the transformative impact of artificial intelligence, particularly within private markets. In this special crossover episode between Insights ... more

Equity markets are shifting, with value and quality equities stepping into the spotlight and AI’s impact reaching far beyond technology. Small- and mid-cap names are drawing fresh attention, while international and emerging markets are finding new mo... more

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Recent Guests

Aga Zmigrodzka
Equity Research Analyst focusing on energy and commodities
JP Morgan Asset Management
Episode: Alternative Realities: What's next for oil prices?
Stephanie Aliaga
Global Market Strategist, Market Insights, JP Morgan Asset Management
JP Morgan Asset Management
Episode: Investing in AI opportunities across markets: Part 1
Brian Coleman
Co-Head of Investments in the Private Credit Solutions Group
JP Morgan Asset Management
Episode: Alternative Realities: How to evaluate private credit risks
Andrea Lisher
Head of Americas Client at J.P. Morgan Asset Management
J.P. Morgan Asset Management
Episode: Insights for the future of investing
Tyler Jayroe
Portfolio manager within the private equity group at J.P. Morgan Asset Management, with over 20 years of experience in private equity investments.
J.P. Morgan Asset Management
Episode: Alternative Realities: Stadiums, teams and private equity in sports
Grace Koo
Co-Head of Risk Managed and Total Return Portfolios
J.P. Morgan Asset Management
Episode: Quantitative investing explained
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

Hosts

David Kelly
Chief Global Strategist at J.P. Morgan Asset Management, known for his insights on market trends and economic forecasts.
Gabriela Santos
Chief Strategist for the Americas at J.P. Morgan Asset Management, specializing in market dynamics and alternative investments.

Reviews

4.4 out of 5 stars from 174 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 Statesa year 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 remarks highlight the engaging discussions with thought leaders, enriching the listener's understanding of future trends.
Listeners appreciate the expert insights and appreciate the in-depth analysis provided in the discussions.
Some have voiced concerns about the technical nature of some discussions, which may be challenging for less experienced investors.
Many find the series informative and useful for understanding complex market trends and investment strategies.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Alternative Realities: How to evaluate private credit risks
Q: What's your take on whether there is too much money chasing too few deals in private credit, particularly in direct lending?
There is partial truth to that in parts of the market, with inflows into direct lending and constrained M&A volumes creating a supply-demand imbalance that puts pressure on spreads and documentation, though the overall private credit space remains diverse and evolving.
Alternative Realities: How to evaluate private credit risks
Q: And for those who are new to the asset class of private credit, can you explain what private credit is and why the industry has grown so much in the last couple of decades?
Private credit is lending provided by non-bank institutions, including private funds, that are privately negotiated, held to maturity, and not traded on public markets. It has grown as banks faced higher capital charges post-GFC, creating a gap in lending markets, while yields rose relative to traditional fixed income, attracting investors.
2026 Outlook: AI lift and economic drift
Q: How about alternatives?
Private markets look attractive for both defensive and offensive strategies, with focus on manager selection and understanding the diverse asset classes within alternatives.
2026 Outlook: AI lift and economic drift
Q: How do you feel about fixed income in this environment?
Fed easing is generally positive for fixed income, but the focus should be on short to intermediate duration as the overall yield environment remains challenging.
2026 Outlook: AI lift and economic drift
Q: What are your expectations for policy, including from the Federal Reserve?
Expectations remain uncertain with potential tariff changes, but it's likely that the Federal Reserve will gradually ease rates while maintaining a focus on controlling inflation.

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?

The series delivers timely insights on pivotal market trends and investment strategies directly from seasoned experts at a leading financial institution. Discussions often center around macroeconomic factors, fiscal policies, and various asset classes, emphasizing the importance of adaptability in rapidly evolving economic landscapes. Notably, it features interviews with industry thought leaders, adding depth and diverse perspectives to the exploration of topics like alternative investments, fiscal policy impacts, and the intersection of technology and finance.

What sets this series apart is its direct connection to current events, providing listeners with actionable strategies and insights that are increasingly relevant in today's market.... 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. Exchanges
3. Masters in Business
4. The Memo by Howard Marks
5. Odd Lots

How many episodes of Insights Now are there?

Insights Now launched 15 years ago and published 149 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. Aga Zmigrodzka
2. Stephanie Aliaga
3. Brian Coleman
4. Andrea Lisher
5. Tyler Jayroe
6. Grace Koo
7. Geng Ngarmboonanant
8. Paul Zummo

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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