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Making Sense

J.P. Morgan
Inflation
Artificial Intelligence
Federal Reserve
Jpmorgan
US Employment Report
Tariffs
Labor Market
J.P. Morgan
Mergers and Acquisitions
Private Credit
Private Equity
Retail Investors
Hedge Funds
U.S. Equities
Emerging Markets
S&P 500
Interest Rates
Consumer Spending
Market Volatility
Healthcare

“Making Sense,” the podcast channel from J.P. Morgan’s Commercial & Investment Bank, brings you views and analysis from the Investment Banking, Markets and Research businesses. In each episode, experts discuss the latest market outlooks, trends and developments impacting our complex global economy. Subscribe now for insights that will help you navigate the world we live in.

PublishesTwice weeklyEpisodes300Founded7 years ago
Number of ListenersCategory
Business

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Artwork for Making Sense

Latest Episodes

How has structured financing moved into the private market mainstream? In this episode of Making Sense, Shiny Das from the Vida Portfolio Solutions product team sits down with John Neubauer, Global Head of Structured Equities Financing at J.P. Morgan... more

The convergence between traditional finance and public blockchain is no longer theoretical. It's live, it's operational, and it's scaling. Oli Harris, Head of Kinexys, and Emma Landriault, Head of Labs from Kinexys by J.P. Morgan discuss what's drivi... more

YouTube

Commodities are an investing sphere unto themselves, offering diversification, decorrelation from equities and bonds – and plenty of surprises along the way. In this episode of Making Sense, Eloise Goulder, head of the Data Assets and Alpha Group at ... more

YouTube

Who is the real Kevin Warsh? Having been sworn in as the Fed's 17th chair, the Warsh era at the FOMC has begun. But with inflation proving sticky and Fed independence under the microscope, how will he balance the committee's dual mandate? What might ... more

YouTube

Key Facts

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Number of Listeners
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Recent Guests

Kranthi Gade
Head of Global Macro QIS Product Structuring, JP Morgan
JPMorgan Chase & Co.
Episode: A quant’s guide to finding alpha in commodities trading
Darren Novak
Managing Director; Global Co-Head of the Shareholder Engagement and M&A Capital Markets team
JPMorgan Chase & Co.
Episode: Staying a step ahead in the bold new era of shareholder activism
Lyndon Park
Managing Director; governance, proxy voting, and stewardship expert
JPMorgan Chase & Co.
Episode: Staying a step ahead in the bold new era of shareholder activism
Kyle Hutzler
From the JPMorgan Center for Geopolitics
JPMorgan Chase & Co.
Episode: The hidden costs of resilience: Financing the new supply chain reality
Michael Wynn
Global Head of Liquidity and FX Security Services
JPMorgan Chase & Co.
Episode: The interplay between liquidity and collateral
O'Delle Burke
Global Head of Merge and Services
JPMorgan Chase & Co.
Episode: The interplay between liquidity and collateral
Joel Schneider
Co-lead of Dimensional's equity portfolio management team; involved in active ETFs and share classes
Dimensional Fund Advisors
Episode: ETFs and mutual funds: What dual share classes could mean for investors
Lauren Olson
Head of the ETF capital markets team; oversees primary/secondary trading and market interactions
Dimensional Fund Advisors
Episode: ETFs and mutual funds: What dual share classes could mean for investors
Edwina Lowe
Guest from Data Assets and Alpha Group
JPMorgan Chase & Co.
Episode: How are retail investor dynamics shaping equity markets?

Reviews

4.7 out of 5 stars from 278 ratings
  • Very informative

    I love that all the episodes, especially Research Recap

    Apple Podcasts
    5
    ABT3216
    United States2 years ago
  • Very timely and relevant content

    Making Sense is a must listen

    Apple Podcasts
    5
    Benny2199
    United States2 years ago
  • Amazing podcast

    Love all the insights!

    Apple Podcasts
    5
    DonJ j
    United States2 years ago
  • Extremely insightful

    Tons of great information. A must listen.

    Apple Podcasts
    5
    Guillermo Tomas
    United States2 years ago
  • Really insightful 👍🏾

    A beacon of financial guidance and a must-listen for anyone seeking to navigate the complexities of the financial world with confidence and expertise!

    Apple Podcasts
    4
    Blaaanco.945
    South Africa3 years ago

Listeners Say

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

Guests are often senior practitioners with real-world finance expertise.
Some listeners note occasional overlap with other shows, but value the depth of analysis.
Listener feedback highlights practical, data-driven market insights.

Chart Rankings

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

Apple Podcasts
#180
United Kingdom/Business
Apple Podcasts
#212
Canada/Business
Apple Podcasts
#58
Hong Kong/Business
Apple Podcasts
#71
Ukraine/Business
Apple Podcasts
#93
Singapore/Business
Apple Podcasts
#138
Ireland/Business

Talking Points

Recent interactions between the hosts and their guests.

ETFs and mutual funds: What dual share classes could mean for investors
Q: Can you explain what ETF dual share classes are and how they differ from traditional mutual funds and ETFs?
An ETF share class attaches to an existing mutual fund, giving investors two access points to one portfolio—through the ETF on an exchange or via the mutual fund at NAV—while aiming to preserve the same investment strategy, with added benefits like potential lower costs, better tax efficiency via in-kind transactions, more choice, and simplified lineup. The structure also allows for smoother cross-wrapper access and future flexibility as more strategies receive ETF share classes.
The hidden costs of resilience: Financing the new supply chain reality
Q: What are the most urgent shifts in how companies are financing resilience in supply chains?
Companies are prioritizing liquidity and working capital across the entire value chain, ensuring cash is allocated to areas of greatest risk and potential bottlenecks, while also investing in end-to-end visibility and stronger supplier financing to keep production moving during shocks.
How are retail investor dynamics shaping equity markets?
Q: So Edwina, what have we observed from the retail investor this year?
Retail investor activity has been nimble and active in key themes, with a shift from cyclical impressions to a broader structural influence on equity markets, supported by accessible information and trading tools.
Explaining the disconnect between geopolitics and markets
Q: Who pays the cost of tariffs, and how might that affect inflation and growth going into the elections?
Tariffs act as a tax on US importers with pass-through to inflation; costs are distributed across the supply chain, with some absorbed by retailers, some renegotiated with suppliers, and some passed to consumers, impacting sectors differently and shaping monetary policy expectations.
Explaining the disconnect between geopolitics and markets
Q: What are the key things we should be keeping an eye on?
Key areas include Iran's leverage in the Strait of Hormuz, the balance between US pressure and Iranian responses, and how these dynamics influence global energy prices, regional stability, and US foreign policy posture.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
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Age Range
Household Income
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Frequently Asked Questions About Making Sense

What is Making Sense about and what kind of topics does it cover?

A data-driven, finance-focused show that blends market analysis with geopolitical context. Episodes frequently explore macro trends, monetary policy, liquidity, and the energy transition, often featuring JPMorgan researchers, economists, and market strategists alongside guest experts. Notable strengths include rigorous data-driven conversations, a global perspective on capital flows, and practical implications for treasurers, CFOs, and investors. The format tends to combine high-level macro themes with concrete finance tools, making it valuable for professionals seeking to understand how policy, geopolitics, and technology influence markets and corporate finance.

What stands out is the consistent emphasis on resilience, cross-asset strateg... more

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Which podcasts are similar to Making Sense?

These podcasts share a similar audience with Making Sense:

1. At Any Rate
2. The Markets
3. Thoughts on the Market
4. UBS On-Air: Market Moves
5. Exchanges

How many episodes of Making Sense are there?

Making Sense launched 7 years ago and published 300 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 Making Sense?

Recent guests on Making Sense include:

1. Kranthi Gade
2. Darren Novak
3. Lyndon Park
4. Kyle Hutzler
5. Michael Wynn
6. O'Delle Burke
7. Joel Schneider
8. Lauren Olson

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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