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Making Sense

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

“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

Retail participation in Asia is not just significant — in many markets, it’s dominant. In this episode of Making Sense, Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, sits down with Clare Witts, head of APAC Equity Market Str... more

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Amid elevated volatility and rapid advances in technology, systematic trading is gaining steam in commodities markets. Join Leland Price from the FICC Market Structure & Liquidity Strategy team alongside commodity traders Max Lee and Biko Agozino as ... more

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The checkout has become one of the most important moments in the customer journey — where growth, customer experience and digital transformation converge.

In this episode, Patricia Brolly, head of EMEA Merchant Acquiring Product, and Ciaran Walsh, h... more

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So far, 2026 has been a year defined by big market moves, shifting expectations for inflation and policy, and persistent geopolitical headwinds. This episode of J.P. Morgan’s Making Sense offers a global check-in: what’s held up so far, what have bee... more

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Key Facts

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

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Recent Guests

Bruce Kasman
Chief Global Economist
JP Morgan Chase & Co.
Episode: 2026 mid-year outlook: Resilient growth, sticky inflation, shifting Policy
Mislav Matejka
Head of Global Equity Strategy
JP Morgan Chase & Co.
Episode: 2026 mid-year outlook: Resilient growth, sticky inflation, shifting Policy
Ben Ramsey
Head of Emerging Market Sovereign Credit Strategy
JP Morgan Chase & Co.
Episode: 2026 mid-year outlook: Resilient growth, sticky inflation, shifting Policy
Stephen Dulake
Co-Head of Global Fundamental Research
JP Morgan Chase & Co.
Episode: 2026 mid-year outlook: Resilient growth, sticky inflation, shifting Policy
Meera Chandan
Co-Head of Global FX Strategy
JP Morgan Chase & Co.
Episode: 2026 mid-year outlook: Resilient growth, sticky inflation, shifting Policy
Greg Shearer
Head of Base and Precious Metals Research
JP Morgan Chase & Co.
Episode: 2026 mid-year outlook: Resilient growth, sticky inflation, shifting Policy
Fabio Bassi
Head of Cross Asset Research
JP Morgan Chase & Co.
Episode: 2026 mid-year outlook: Resilient growth, sticky inflation, shifting Policy
Jerry Lee
Global Co-Head of Healthcare Investment Banking, JPMorgan
JPMorgan
Episode: Dealmaking in healthcare: A mid-year pulse check
Nick Richitt
Global Co-Head of Healthcare Investment Banking, JPMorgan
JPMorgan
Episode: Dealmaking in healthcare: A mid-year pulse check

Reviews

4.7 out of 5 stars from 283 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
#143
United Kingdom/Business
Apple Podcasts
#247
France/Business
Apple Podcasts
#48
Singapore/Business
Apple Podcasts
#50
Hong Kong/Business
Apple Podcasts
#70
Indonesia/Business
Apple Podcasts
#112
South Africa/Business

Talking Points

Recent interactions between the hosts and their guests.

Dealmaking in healthcare: A mid-year pulse check
Q: As our first topic, how would you describe the healthcare deal environment today, and what's different versus earlier this year?
The environment has been incredibly busy across M&A, equity, and debt, with record biotech activity, a strong IPO and follow-on market, and ongoing supply-chain and LOE-driven deal flows that keep capital recycling in the sector.
2026 mid-year outlook: Resilient growth, sticky inflation, shifting Policy
Q: Jay, how have global rates markets evolved in the first half of 2026 and what were the key drivers?
Jay Barry discusses a broad set of moves driven by the Middle East conflict, which forced a hawkish repricing of central bank policy across Europe and the US, with yields rising along the curve and expectations for Fed hikes pushed into 2027.
2026 mid-year outlook: Resilient growth, sticky inflation, shifting Policy
Q: Bruce, on the whole, how has the global economy held up in the first half of 2026?
Bruce Kasman explains that despite a significant geopolitical shock, the economy has held up, reaffirming core macro views with labor markets recoupling and resilience in consumption, though energy prices pushed inflation higher and energy dynamics tempered consumer spending.
Emerging market credit: Liquidity in a new era
Q: What role do ETFs play in EM credit hedging and trading?
ETFs provide a practical hedging tool for EM credit, allowing broad exposure when cash bonds are less liquid, and have become a larger part of hedging alongside or in place of CDS indices; they offer a liquid, bonds-based hedge, particularly when rate volatility is high.
Emerging market credit: Liquidity in a new era
Q: How has the EM Credit investor base evolved in recent years?
Real money investors have remained key, with growth in hedge funds and new local buyer bases, especially in the Middle East, while central banks have shifted some purchases toward EM credit as they de-dollarize, expanding the audience and the flow dynamics.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
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. 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. Bruce Kasman
2. Mislav Matejka
3. Ben Ramsey
4. Stephen Dulake
5. Meera Chandan
6. Greg Shearer
7. Fabio Bassi
8. Jerry Lee

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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