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Making Sense

J.P. Morgan
Inflation
Artificial Intelligence
Federal Reserve
US Employment Report
Jpmorgan
J.P. Morgan
Tariffs
Labor Market
Mergers and Acquisitions
Private Equity
Private Credit
Retail Investors
Hedge Funds
Interest Rates
U.S. Equities
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, Eloise Goulder speaks with Andrew Tyler, head of Global Market Intelligence, and Federico Manicardi, head of International Market Intelligence at J.P. Morgan. They discuss the sharp rebound in global equities, as attention shifts fro... more

Nick Adragna (Global Head of Investment Grade & Macro Credit Trading) and Olivier “Caj” Cajfinger (Global Head of IG, Public Finance, and Co Head of Alternative Credit Sales) unpack the evolution of IG credit markets and how J.P. Morgan’s global fran... more

YouTube

In this episode of J.P. Morgan’s Making Sense, global economist Maia Crook is joined by senior U.S. economist Mike Hanson to break down the March CPI report. They discuss the energy-driven jump in headline inflation, why core inflation may remain fir... more

YouTube

As data centers and electrification increase power demand, energy resiliency and a diversified energy mix are becoming even more crucial to national security. In this conversation, Dr. Sarah Kapnick, global head of Climate Advisory, and Michael Johns... more

YouTube

Key Facts

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Number of Listeners
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Recent Guests

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
Gustav Vogel
Head of Portfolio Trading in Europe, Middle East and Asia
JPMorgan Chase
Episode: Portfolio trading is reshaping credit - here's how
Marcus Imbert
Head of Portfolio Solutions in North America
JPMorgan Chase
Episode: Portfolio trading is reshaping credit - here's how
Sarah Kapnick
Global Head of Climate Advisory; former NOAA Chief Scientist
JPMorgan Chase & Co.
Episode: Why clean tech companies are critical for energy security
James Janoskey
Global Co-Head of JPMorgan's Natural Resources Investment Banking Group
JPMorgan Chase & Co.
Episode: Why clean tech companies are critical for energy security

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
#215
United Kingdom/Business
Apple Podcasts
#50
Hong Kong/Business
Apple Podcasts
#72
South Korea/Business
Apple Podcasts
#104
Singapore/Business
Apple Podcasts
#129
United Arab Emirates/Business
Apple Podcasts
#130
Switzerland/Business

Talking Points

Recent interactions between the hosts and their guests.

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.
Private credit: Performance vs. liquidity
Q: How are you thinking about the state of the market today?
Two main issues dominate: investor liquidity and underlying performance, with liquidity tightening due to retail vehicle redemptions but long-term institutional capital remaining supportive; default rates are low but expected to rise as conditions shift, particularly with AI-driven sector risks.
Inflation in focus: Unpacking the March CPI report
Q: How does the CPI relate to the Fed's preferred measure, PCE?
PCE is broader than CPI and tends to show slower Goods prices and different shelter and medical cost dynamics; this helps explain why the Fed focuses on PCE to gauge inflation and set policy, even as CPI provides timely snapshots.
Inflation in focus: Unpacking the March CPI report
Q: What were the key takeaways from the March CPI report?
The big takeaway is the sharp monthly energy-driven spike in headline inflation, while the core measure remained relatively softer, suggesting energy is driving much of the near-term moves but that underlying inflation could stay firmer, requiring ongoing monitoring by policymakers.
From stalling home prices to new reforms: Will US housing activity pick up?
Q: What do you see happening on the policy side that could affect mortgage rates and housing activity in the near term?
Policy shifts around Basel bank capital rules could lower mortgage risk weights, potentially enabling rates to drop; FHA mortgage insurance premium changes and proposed property tax reforms are also on the radar. The broader regulatory backdrop for landlords and rental housing is likely to tighten, which could influence affordability and demand trends over time.

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. Notes on the Week Ahead

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. Federico Manicardi
2. Dr. Sarah Kapnick
3. Michael Johnson
4. Michael Feroli
5. Alison Livesey
6. Gustav Vogel
7. Marcus Imbert
8. Sarah Kapnick

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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