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.
Publishes | Weekly | Episodes | 134 | Founded | 15 years ago |
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Number of Listeners | Categories | BusinessInvesting |
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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
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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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One speaker is loud, another soft, music is loud, and suddenly the soft spoken voice goes up in volume
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
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.
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.
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.
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
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Apple Podcasts | #28 | |
Apple Podcasts | #34 |
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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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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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Recent guests on Insights Now include:
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