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Artwork for Making Sense

Making Sense

J.P. Morgan
Federal Reserve
Leveraged Finance
Aspect Capital
Inflation
Emerging Markets
Hedge Fund Industry
Data Assets & Alpha Group
Machine Learning
Systematic Strategies
Market Conditions
U.S. Inflation
Global Inflation
Gold
Jobs Report
Electronic Trading
Wage Growth
Artificial Intelligence
Central Banks
Interest Rate Swaps
December Jobs Report

“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 of Making Sense, Mike Feroli, Chief U.S. Economist at J.P. Morgan, joins Sam Azzarello, head of Content Strategy, to unpack the March jobs report and what it signals beneath the headline. They discuss the rebound in hiring after Febru... more

Shaped by diverse markets, languages, currencies and regulatory frameworks, Europe presents a complex landscape for businesses operating across the region. Understanding that landscape is essential for companies managing treasury, liquidity and cross... more

In this episode of Making Sense, Shiny Das, from the Vida Portfolio Solutions product team, sits down with Gustav Vogel, head of Portfolio Trading in Europe, Middle East, and Asia, and Marcus Imbert, head of Portfolio Solutions in North America. Toge... more

YouTube

In this episode of Making Sense, Chuka Umunna sits down with Dr. Sarah Kapnick, global head of Climate Advisory, and James Janoskey, global co‑head of Natural Resources Investment Banking, to unpack how clean technologies are reshaping the global ene... more

YouTube

Key Facts

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Recent Guests

Sian Goh
Partner and Head of Research and Strategy at Dymon Asia
Dymon Asia
Episode: Exploring the evolving Asian consumer and investor base with Dymon Asia
Fawaz Chaudhry
CIO of Horizon Global Partners
Fulcrum Asset Management / Horizon Global Partners
Episode: Examining the AI value chain with Horizon Global Partners
Tarek Hamid
Head of North American Credit Research and Strategy
JPMorgan Chase & Co.
Episode: How are geopolitics and AI trends impacting leveraged finance?
John Sim
Head of Securitized Products Research
JPMorgan Chase & Co.
Episode: From stalling home prices to new reforms: Will US housing activity pick up?
Derek Chollet
Head of the JPMorgan Chase Center for Geopolitics
JPMorgan Chase & Co.
Episode: What lies ahead for Iran and the wider region?
Gregory Shearer
Head of precious and base metals research at J.P. Morgan
J.P. Morgan
Episode: What's in store for the silver market in 2026?
Sarah Isgur
Legal expert, senior editor at The Dispatch, host of the Advisory Opinions Podcasts, and editor of SCOTUSblog
Episode: The Supreme Court, executive power and market implications
Peter Harrell
Leading authority on trade policy and security economics, visiting scholar at Georgetown Law, and fellow at the Carnegie Endowment for International Peace
Episode: The Supreme Court, executive power and market implications
Michael Gao
Co-founder and CEO of Smarter DX, previously a physician and a hospitalist.
Smarter DX
Episode: “It’s not just innovation, it’s impact”: How AI is revolutionizing healthcare

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 270 ratings
  • Very informative

    I love that all the episodes, especially Research Recap

    Apple Podcasts
    5
    ABT3216
    United Statesa year ago
  • Very timely and relevant content

    Making Sense is a must listen

    Apple Podcasts
    5
    Benny2199
    United Statesa year ago
  • Amazing podcast

    Love all the insights!

    Apple Podcasts
    5
    DonJ j
    United Statesa year 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
#150
United Kingdom/Business
Apple Podcasts
#84
Italy/Business
Apple Podcasts
#54
Chile/Business
Apple Podcasts
#68
Singapore/Business
Apple Podcasts
#69
Hong Kong/Business
Apple Podcasts
#89
Ukraine/Business

Talking Points

Recent interactions between the hosts and their guests.

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.
From stalling home prices to new reforms: Will US housing activity pick up?
Q: First, can you give us an overview of the US housing market today, with respect to supply and demand and the high cost of housing?
The housing market has seen outsized growth in home prices from 2020 to 2022, followed by a significant slowdown over the past three years. Mortgage rates have risen, locking in many homeowners and constraining supply and demand. Supply has begun to creep higher recently, but demand remains weak and varies by region. The rental market has shown resilience in some areas, with rents moving up modestly or flat, while single-family rental dynamics and new rental developments are influencing pricing power. Regulatory and policy changes, especially around Basel bank capital rules and FHA programs, are likely to impact future mortgage pricing and activity.
Examining the AI value chain with Horizon Global Partners
Q: What are your high-conviction themes in the medium term given the shocks we've seen and AI's implications?
AI is a major driver of productivity and a potential multi-decade shift. In the near term, the focus is on hardware, chips, and data-centers, with software catching up later. Regions like Asia gain prominence in hardware supply chains, while the US benefits from data-center investments and services adoption. The key is identifying the vertical stack and winners on both the long and short sides, recognizing that AI will disrupt many traditional models but should ultimately support higher productivity and equities over time.
Examining the AI value chain with Horizon Global Partners
Q: Fantastic. I understand you really focus on global equity themes. Could you explain your investment process and your investment philosophy?
The approach starts with identifying broad themes and trends globally, then building a structured, relative-value framework that hedges out unnecessary risks. This allows access to pure thematic exposures while controlling for sector, style, and positioning risks. In practice, this means emphasizing breadth across sectors, connecting dots between ideas, and balancing long and short positions to capture winners and to exploit thematic losers where appropriate.
What's in store for the silver market in 2026?
Q: How do you view the influence of tariffs on the silver market moving forward?
Tariffs could create liquidity issues in the market, impacting future price dynamics.

Audience Metrics

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

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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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How many subscribers and views does Making Sense have?

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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.

How do I contact Making Sense?

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What guests have appeared on Making Sense?

Recent guests on Making Sense include:

1. Sian Goh
2. Fawaz Chaudhry
3. Tarek Hamid
4. John Sim
5. Derek Chollet
6. Gregory Shearer
7. Sarah Isgur
8. Peter Harrell

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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