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Artwork for Markets Explained
Federal Reserve
European Central Bank
Inflation
Iran
Oil
Oil Prices
UK Politics
Semiconductors
Artificial Intelligence
Investing
Global Markets
Middle East Conflict
United States Economy
United Kingdom
US Labor Market
UK Labour Party
Technology
Central Banks
Energy Prices
Bond Markets

In this increasingly tumultuous world, what should investors see as a signal? And what should they dismiss as noise? In this weekly podcast, Karen Ward, Chief Market Strategist for EMEA, and Hugh Gimber, Global Market Strategist, do exactly that - they digest the newsflow and work out what it means for global investors.

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Artwork for Markets Explained

Latest Episodes

It’s a big week for central banks, with the Federal Reserve, Bank of England and Bank of Japan all meeting. Karen and Hugh expect policymakers to talk tough as they seek to reassure markets that rising oil prices will not lead to another inflationary... more

This week Hugh was joined by another special guest – Callum Abbot, UK equity portfolio manager and Head of Systematic Active Core Strategies – to discuss last week’s earnings results, which parts of the UK stock market could be most impacted by new p... more

In this week’s podcast, Hugh welcomed a special guest – Sam Witherow, Head of Global Equity Income Strategies – to tackle re-escalating tensions in the Middle East, the most important things to watch as Q2 earnings season gets into full swing, and wh... more

In this week’s podcast, Karen and Hugh discuss what the market likes about last week’s US payrolls report and delve into why the surge in the DAX is feeding Karen’s optimism about the prospect for European stock outperformance.

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Recent Guests

Callum Abbot
UK Equity Portfolio Manager, Head of Systematic Active Core
JPMorgan Asset Management
Episode: What new prime minister Andy Burnham means for UK stocks
Sam Witherow
Head of Global Equity Income Strategies
JP Morgan Asset Management
Episode: Earnings season is here: What investors need to know
Iain Stealey
International CIO, Head of Fixed Income Currency and Commodities
JPMorgan Asset Management
Episode: What the US-Iran deal means for markets

Hosts

Karen Ward
Host of Markets Explained, Chief Market Strategist for EMEA
Hugh Gimber
Host of Markets Explained, Global Market Strategist

Reviews

5.0 out of 5 stars from 16 ratings
  • Amazing

    I love this podcast - the 15 minute episodes are perfect for me to listen to on the way to school and the content discussed is highly interesting. I feel very inspired after listening!

    Apple Podcasts
    5
    Poppy Bowyer
    United Kingdom2 months ago

Listeners Say

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

Listeners appreciate the clear framing and actionable guidance for positioning in volatile conditions.
Accessible yet sophisticated; good for quick weekly market orientation.
Great signals on what matters for portfolios and risk in a noisy news cycle.
Clean, concise macro commentary that translates complex signals into practical takeaways.

Chart Rankings

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

Apple Podcasts
#51
United Kingdom/Business/Investing
Apple Podcasts
#149
United Kingdom/Business
Apple Podcasts
#92
France/Business/Investing
Apple Podcasts
#205
Italy/Business/Investing
Apple Podcasts
#23
Hong Kong/Business/Investing
Apple Podcasts
#63
Hong Kong/Business

Talking Points

Recent interactions between the hosts and their guests.

Earnings season is here: What investors need to know
Q: Where do you think there might be some interesting nuggets for us to pick up on?
Look beyond the big tech names to indicators from the broader ecosystem, including hyperscalers' capex plans, cloud provider revenues, and ad revenue momentum, plus signs of a broader industrial recovery in the US and consumer trends in Europe.
Earnings season is here: What investors need to know
Q: But I suspect the equity teams are going to be more focused on earning. So how important really is this print for you?
The print is less important than it used to be because equities now reflect a lot of near-term earnings growth and the market's exposure to AI, so the focus is more on the sustainability of earnings growth and the health of the broader supply chain.

Audience Metrics

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

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

Frequently Asked Questions About Markets Explained

What is Markets Explained about and what kind of topics does it cover?

Global market briefings that blend macroeconomics with geopolitical and policy developments, offering practical takeaways for portfolio positioning. Episodes cover central bank paths, energy and oil dynamics, inflation, and market reaction to geopolitical events, with a steady focus on how these signals translate into investment decisions. A standout is the clear emphasis on how macro themes interact with real-world policy and energy supply, making it valuable for listeners who want a disciplined framework for understanding markets and risk.

Noteworthy is the recurring collaboration between two JPMorgan Asset Management strategists, delivering concise, signal-focused analysis on a weekly cadence that translates complex developments into ac... more

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Which podcasts are similar to Markets Explained?

These podcasts share a similar audience with Markets Explained:

1. Making Sense
2. The Markets
3. Unhedged
4. FT News Briefing
5. Thoughts on the Market

How many episodes of Markets Explained are there?

Markets Explained launched 3 months ago and published 13 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 Markets Explained?

Recent guests on Markets Explained include:

1. Callum Abbot
2. Sam Witherow
3. Iain Stealey

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