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Making Sense

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

“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

In this episode, Dominic Drew from the Trade and Working Capital team is joined by Natasha Condon, global head of Sales for Trade and Working Capital, and Kyle Hutzler from the JPMorganChase Center for Geopolitics to discuss the fundamental repricing... more

YouTube

Is this a resilient labor market, or a fragile one? In this episode of Making Sense, Mike Feroli, Chief U.S. Economist at J.P. Morgan, joins Lauren Brice from the North America Rates Sales team to break down the April jobs report and discuss what it ... more

YouTube

In this episode, three J.P. Morgan executives address the intricate connection between liquidity and collateral management. Eileen Herlihy, Head of Trading Services Sales, chats with O’Delle Burke, Global Head of Margin Services, and Michael Wynn, J.... more

YouTube

Global ETF assets have climbed to roughly $20 trillion, and one structure is drawing fresh attention: dual share classes, where a single portfolio can be accessed as both a mutual fund and an ETF. Funmi Osiyale, from J.P. Morgan's ETF sales team, sit... more

YouTube

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Edwina Lowe
Guest from Data Assets and Alpha Group
JPMorgan Chase & Co.
Episode: How are retail investor dynamics shaping equity markets?
Luca Rainero
Guest from Data Assets and Alpha Group
JPMorgan Chase & Co.
Episode: How are retail investor dynamics shaping equity markets?
Derek Chollet
Head of the JPMorgan Chase Center for Geopolitics
JPMorgan Chase Center for Geopolitics
Episode: Explaining the disconnect between geopolitics and markets
Andrew Tyler
Market Intelligence team member
J.P. Morgan
Episode: Equities are back to all-time highs — what’s next?
Federico Manicardi
Market Intelligence team member
J.P. Morgan
Episode: Equities are back to all-time highs — what’s next?
Dr. Sarah Kapnick
Global Head of Climate Advisory
JPMorgan Chase & Co.
Episode: Security and Resiliency in Action: Supercharging the energy supply chain
Michael Johnson
Security and Resiliency Lead for Energy and the US Government
JPMorgan Chase & Co.
Episode: Security and Resiliency in Action: Supercharging the energy supply chain
Michael Feroli
Chief US Economist
JPMorgan Chase & Co.
Episode: March jobs report: Healthy labor market, slower supply, more volatility
Alison Livesey
UK and Europe Head of Subsidiary Banking in the Global Corporate Bank
JPMorgan Chase & Co
Episode: EMEA in Conversation | Eyes on Europe

Host

Sam Azzarello
Lead content strategy for global research at J.P. Morgan, contributing expertise in market analysis and investment strategies.

Reviews

4.7 out of 5 stars from 274 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 Africa2 years ago

Listeners Say

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

Overall feedback reflects a strong recommendation for finance professionals and enthusiasts.
Listeners appreciate the insightful analyses provided, especially on complex economic topics.
Many find the podcast to be a valuable resource for staying updated on market trends and investment strategies.
There is a mixed reaction regarding the podcast's name, with some pointing out potential confusion with another show of a similar name.

Chart Rankings

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

Apple Podcasts
#155
United Kingdom/Business
Apple Podcasts
#197
Canada/Business
Apple Podcasts
#146
France/Business
Apple Podcasts
#219
Singapore/Top Podcasts
Apple Podcasts
#49
Singapore/Business
Apple Podcasts
#62
Mexico/Business

Talking Points

Recent interactions between the hosts and their guests.

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.
Explaining the disconnect between geopolitics and markets
Q: So Derek, geopolitical tensions and energy disruptions have set the macro backdrop for this year. On Iran specifically, what are you seeing as the plausible paths forward and the implications for security?
Derek lays out a spectrum from Fortress Iran to a more fragmented or chaotic Iran, emphasizing a pause rather than peace, potential de-escalation with military blips, and a hoped-for but unlikely broader deal that stabilizes regional dynamics without resolving core issues.
Private credit: Performance vs. liquidity
Q: What are your views on regulators and their future focus?
Regulatory focus is likely to increase as private credit expands, but the firm remains well-run and prepared for oversight, viewing it as a natural evolution rather than a threat.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Making Sense

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

This podcast features a series of expert discussions on the latest trends, developments, and outlooks associated with investment banking, capital markets, and the broader global economy. Key topics include insights into inflation trends, equity markets, the impact of geopolitical events on commodities, and future forecasting for various market segments, including credit financing and digital assets. The program is structured to provide actionable insights for professionals looking to navigate and make informed decisions in a rapidly changing financial landscape, emphasizing the importance of strategic understanding in both macroeconomic and microeconomic factors affecting investment, technology, and market dynamics. Notably, it combines exp... 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. UBS On-Air: Market Moves
4. Thoughts on the Market
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. Edwina Lowe
2. Luca Rainero
3. Derek Chollet
4. Andrew Tyler
5. Federico Manicardi
6. Dr. Sarah Kapnick
7. Michael Johnson
8. Michael Feroli

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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