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Artwork for On Investors’ Minds
Inflation
Federal Reserve
Tariffs
Artificial Intelligence
China
Investment Strategies
Interest Rates
U.S. Economy
Private Equity
Technology Sector
Economic Growth
India
United States
Private Credit
US Economy
Fiscal Policy
Asia Pacific
Fixed Income
Equities
U.S. Federal Reserve

Listen to the latest insights from Tai Hui, Chief Market Strategist - Asia at J.P. Morgan Asset Management to better understand what is happening the financial markets from our Asia Pacific headquarters in Hong Kong

PublishesTwice weeklyEpisodes100Founded3 years ago
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Artwork for On Investors’ Minds

Latest Episodes

In this 160th episode of the On Investors' Minds podcast, Tai Hui summarizes the most recent pullback around technology stocks, what looks to be causing the correction, and what investors should be focused on during this current market volatility.  W... more

In this 159th episode of the On Investors' Minds - APAC Edition podcast, we share this special video replay of Tai Hui and Kerry Craig leveraging the just released Q3 2026 edition of the Guide to the Markets - Asia, to walk through the key market the... more

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With inflation expectations on the rise, volatility has returned and stock and bonds are increasingly moving together.  This is driving interest in uncorrelated and absolute return strategies that can generate returns regardless of what's happening w... more

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In this 157th episode of the On Investors' Minds podcast, Kerry Craig is joined by special guest Kyle Hutzler, Executive Director for Asia Pacific Policy and Strategic Competitiveness within the J.P. Morgan Center for Geopolitics, to discuss the late... more

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Recent Guests

Bill Eigen
Head of the Absolute Return and Opportunistic Fixed Income Team
JP Morgan Asset Management
Episode: Absolute return strategies & trouble in private credit?
Kyle Hutzler
Executive Director for Asia Pacific Policy and Strategic Competitiveness within the JP Morgan Center for Geopolitics
J.P. Morgan Center for Geopolitics, JP Morgan Asset Management
Episode: How are the latest geopolitical tensions impacting the markets?
Kerry Craig
ALTS expert, market strategist based in Melbourne
JP Morgan Asset Management
Episode: An alternative agenda - Guide to Alternatives Q2 2026
Jed Laskowitz
Global Head of Private Markets and Customized Solutions
JP Morgan Asset Management
Episode: How will portfolios evolve with private markets, inflation, credit and innovation?
Anton Pil
Head of Global Alternative Investment Solutions
JP Morgan Asset Management
Episode: How will portfolios evolve with private markets, inflation, credit and innovation?
Helge Skibeli
Portfolio Manager and Lead Portfolio Manager for core global portfolios
International Equities Group, JP Morgan Asset Management
Episode: Identifying the market bright spots, despite geo-political uncertainty
Aaron Mulvihill
Global Micro Strategist based in New York
JP Morgan Asset Management
Episode: VIDEO: How to evaluate private credit risks?
Brian Coleman
Co-Head of Investments in the Private Credit Solutions Group
JP Morgan Asset Management
Episode: VIDEO: How to evaluate private credit risks?
Kyle Williams
Portfolio Manager in the International Equities Group
J.P. Morgan Asset Management
Episode: Is now the time for Value style investing to shine?

Hosts

Kerry Craig
Global Market Strategist and JP. Morgan Asset Management (based in Australia) with expertise in macro strategy and alternatives.
Tai Hui
Chief Market Strategist for Asia Pacific at JP Morgan Asset Management; regular host and macro strategist with APAC focus.
Aaron Mulvihill
Global Alternative Strategist with expertise in private credit, market dynamics, and AI disruption in lending.
Marcella Chow
Global Market Strategist focusing on APAC, contributing to discussions on macro and alternatives.

Chart Rankings

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Apple Podcasts
#42
Singapore/Business/Investing
Apple Podcasts
#116
Singapore/Business
Apple Podcasts
#120
Hong Kong/Business/Investing
Apple Podcasts
#235
Japan/Business/Investing
Apple Podcasts
#242
Chile/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

How are the latest geopolitical tensions impacting the markets?
Q: Kyle, how would you characterize the current environment given the heightened geopolitical volatility?
We are seeing a fundamental shift where pieces are reshuffling and the outcomes are not yet fully clear, but there is a clear move toward more durable changes in trade patterns and industrial policy, including reshoring and supply chain redundancy.
Absolute return strategies & trouble in private credit?
Q: So absolute return fund, can you talk a little bit about where does an absolute return fund fit into a portfolio?
The fund requires strong focus, discipline, and risk modeling; it should ideally be the primary or sole focus for a manager due to the complexity, and it aims to beat the risk-free rate with a broad opportunity set across various credit instruments.
Identifying the market bright spots, despite geo-political uncertainty
Q: How is AI impacting your investment process and what buckets are you focusing on for long-term returns?
AI is being used extensively in both portfolio management and research to improve data analysis and efficiency. He highlights three buckets—AI enablers (semis), hyperscalers, and software/digital services—anticipating that free cash flow will improve as hyperscalers slow growth and efficiency increases over 2-3 years.
Identifying the market bright spots, despite geo-political uncertainty
Q: What is the dominant risk currently shaping markets, and how are you positioning portfolios in light of the Middle East tensions?
The guest notes that oil price dynamics and geopolitical developments introduce high uncertainty; the approach is to emphasize stock selection with a focus on firms with strong fundamentals and real valuation signals, while remaining flexible to shift as the macro picture evolves.
VIDEO: How to evaluate private credit risks?
Q: How do you assess risk within private credit and whether there is a systemic risk in the industry?
The discussion notes that private credit is not seen as systemic risk at present due to look-through underwriting quality, the diversification across asset types, and the distribution of risk outside the traditional banking system. It emphasizes disciplined risk management, emphasis on monitoring, and the importance of focusing on every potential issue to avoid negative outcomes.

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Frequently Asked Questions About On Investors’ Minds

What is On Investors’ Minds about and what kind of topics does it cover?

The show centers on macro strategy and asset allocation with a focus on Asia Pacific, inflation dynamics, energy markets, and the evolving role of AI in investing. Episodes frequently analyze central bank policy, geopolitical risk (notably Middle East tensions and oil flows), and how these forces ripple through bonds, equities, and alternatives. A distinctive aspect is the consistent emphasis on private markets and AI-driven themes, with practical portfolio implications and live demonstrations of positioning across public and private markets. This mix makes it valuable for finance professionals seeking actionable insights, especially around inflation resilience, energy shocks, and the growing influence of technology on investments.

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These podcasts share a similar audience with On Investors’ Minds:

1. Making Sense
2. Global Data Pod
3. Insights Now
4. At Any Rate
5. Thoughts on the Market

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On Investors’ Minds launched 3 years ago and published 100 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 On Investors’ Minds?

Recent guests on On Investors’ Minds include:

1. Bill Eigen
2. Kyle Hutzler
3. Kerry Craig
4. Jed Laskowitz
5. Anton Pil
6. Helge Skibeli
7. Aaron Mulvihill
8. Brian Coleman

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