Podcasts about jp morgan chase

How has the IPO market fared in the first half of 2025? Join Keith Canton, head of Americas Equity Capital Markets, Guarav Maria, head of U.S. Equity-Linked Capital Markets, and Laurel Zhang from the Equity-Linked Capital Markets desk as they explore the dynamics shaping the IPO landscape. The trio discusses the impact of tariffs, geopolitical tensions, and market volatility on transaction volumes, as well as potential opportunities in the second half of the year.   This episode was recorded on May 21, 2025.   This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm's research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity. 

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠ are joined by Scott Blasdell, Portfolio Manager and Don San Jose, Chief Investment Officer of the U.S. Value Team at J.P. Morgan to discuss what value means today, looking for quality within value, why valuation still matters, why the wine business is in trouble, and much more! Find complete show notes on our blogs... Ben Carlson's ⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: ⁠⁠⁠⁠⁠https://www.idontshop.com⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: ⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠ The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠. J.P. Morgan Disclosure: Investing involves risks, including loss of principal. J.P. Morgan Asset Management is the marketing name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us a textWelcome to T.A.C.E! From nurturing talent across a Global Banking Giant to launching her own Leadership Coaching practice, Tace Heuston's journey epitomizes the courage to embrace change and follow your passion. After 33 remarkable years at JP Morgan Chase, where she rose to become Global Head of Talent Development impacting over 30,000 employees, Tace has stepped into entrepreneurship with Training and Coaching Enterprises (T.A.C.E - see what she's doing there?!)The essence of Tace's approach to Leadership Development is beautifully simple: "The only thing holding you back is you." Throughout her career, she's been driven by an authentic desire to help others succeed, particularly women navigating workplace challenges. As the architect of JP Morgan's Re-entry Program, she created pathways for women returning to careers after family breaks, addressing the often-overlooked talent pool of experienced professionals eager to contribute again.What makes Tace's coaching distinctive is her rare combination of corporate wisdom and genuine empathy. She recognizes that senior leaders often lack safe spaces to be vulnerable about their challenges – everyone expects them to have all the answers. Through executive coaching, team development, and her signature "Thrive" program for women leaders, she creates that crucial space where authentic growth happens.Tace's personal philosophy of "be brave, do the things that frighten you most" guided her own leap into entrepreneurship. Drawing from her father's example as a business owner and her lifelong passion for nurturing others (which began when teaching Sunday school in her twenties), she's created a coaching practice that embodies her values of kindness, courage, and saying "yes" to opportunity.Ready to discover your leadership advantage? Connect with Tace at tacehouston.com or find her on LinkedIn to learn how her coaching can transform your professional journey.Tune in next week for more stories of 'Distinction & Genius' from The Good Listening To Show 'Clearing'. If you would like to be my Guest too then you can find out HOW via the different 'series strands' at 'The Good Listening To Show' website. Show Website: https://www.thegoodlisteningtoshow.com You can email me about the Show: chris@secondcurve.uk Twitter thatchrisgrimes LinkedIn https://www.linkedin.com/in/chris-grimes-actor-broadcaster-facilitator-coach/ FaceBook Group: https://www.facebook.com/groups/842056403204860 Don't forget to SUBSCRIBE & REVIEW wherever you get your Podcasts :) Thanks for listening!

Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM fixed income asset class.   This podcast was recorded on 30 May 2025. This communication is provided for information purposes only. For more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

In this podcast Francis Diamond and Khagendra Gupta discuss their thoughts on Euro area rate markets ahead of the June ECB meeting and also discuss thoughts on the long end of EUR and GBP curves.   Speakers: Francis Diamond, Head of European Rates Strategy Khagendra Gupta, European Rates Strategist   This podcast was recorded on 30 May 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4998044-0  for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Meera Chandan and Patrick Locke discuss the latest CIT ruling on tariffs, expectations for the upcoming payrolls report and the recent fiscal-driven rates moves  with implications for the broad dollar and FX markets.   Speakers: Meera Chandan, Global FX Strategy Patrick Locke, Global FX Strategy   This podcast was recorded on 30 May 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4994884-0  for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Global oil inventories are visibly increasing, yet prices have remained surprisingly stable, with market opinion divided on whether current oil prices are too low or too high. We anticipate prices to stay within current ranges before easing into the high $50s by year-end. The global oil surplus has widened to 2.2 mbd, likely necessitating a price adjustment to prompt a supply-side response and restore balance. Yet, despite supply pressures, three strong market forces are providing a firm floor in the $55-60 Brent ($50-55 WTI) range. Following the July hike, most OPEC members, excluding Saudi Arabia, appear to be producing at or near maximum capacity. The US administration may begin repurchasing oil for the SPR as early as August. Meanwhile, US shale wellhead breakeven prices, assuming zero return, are estimated at around $47 WTI.   Speaker Natasha Kaneva, Head of Global Commodities Research   This podcast was recorded on 30 May 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4977650-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Why is there so much focus on the U.S. Treasury cash-futures basis trade? Kate Finlayson, global head of FICC Market Structure and Liquidity Strategy, breaks it down with Brian Fitzsimmons, head of North America Rates Securities Trading, and John Schwartz, global head of Sovereign Financing Trading. They discuss the intricacies of the basis trade, regulatory concerns amid recent market volatility and various measures to account for leverage in the system.    This episode was recorded on May 27, 2025.   The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. They are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures © 2025 JPMorgan Chase & Company. All rights reserved.

Your finances need regular checkups to stay healthy. In this episode, Miguel Gonzalez, CRC, explains why a financial review is essential for managing life changes, boosting tax efficiency, and maintaining long-term peace of mind.Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.#FinancialCheckup #RetirementPlanning #FinancialWellness #MoneyMatters #InvestmentStrategy #RetirementGoals #PersonalFinanceTips #FinancialAdvisor #WealthManagement #TaxPlanning #MoneyManagement #CortburgAdvisors #MiguelGonzalez #SmartInvesting #AnnualFinancialReview #PlanForRetirement #FinancialHealth #401kStrategy #RothConversion #FinancialSuccessWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

DAMIONLet's start with a softball: Tesla's Europe sales plunge 49% on brand damage, rising competition. Who Do You Blame?ElonLiberals Who Hate ElonTrump 2.0The Tesla board (I'm looking at you Robyn and Kimbal)Apathetic Tesla investorsNobody. Share price is king. MMISS backs Dynavax directors in board fight with Deep Track CapitalDeep Track Capital, which is Dynavax's second largest shareholder with a nearly 15% stake, is pushing on with a proxy fight and wants new directors to prioritize development of the company's hepatitis B vaccine instead of pursuing new acquisitions."Vote for all four management nominees," ISS wrote in a note to clients that was seen by Reuters. "The dissident has failed to present a compelling case that change is necessary at this meeting."Despit that "There has been a stall in momentum" and that "the market has in no way rebuked the company's strategy" even though Dynavax's stock price has fallen 18% over the last 12 months.Who Do you Blame?ISS, for an inability to articulate big ideas with data.Dynavax's current board knowledge profile: while pretty balance overall with science-y stuff like Medicine and Dentistry (14%); Biology (15%) along with a reasonable amount og Economics and Acounting (12%), the board notably lacks Sales and Marketing (0%).Deep Track Capital nominee probably fits that bill: an experienced drug development and commercialization professional most as interim CEO/COO at Lykos Therapeutics, including overseeing the commercialization of Moderna's COVID-19 vaccine and marketing and sales at Sanofi PasteurISS, again, for ignoring the presence of 15-year director and Nominating Committee chair Daniel Kisner. Why is this guy allowed to maintain dominance over the selection of new directors?Especially consider the presence of fellow long-tenured director Francis Cano on the committee who is 80 and has served for 16 yearsCano had 29% votes against in 2018, but then only 4% in 2021 and 8% in 2024 The board's atrocious lack of annual elections. While the company celebrities the appointments of two new directors in early 2025, one of them, Emilio Emini, will not be up for shareholder review until the 2027 AGMCan I blame DeepTrack (14%), BlackRock (17%), Vanguard (7%), and State Street (6%) = 44%PepsiCo Is Pushing Back its Climate Goals. The Company Wants to Talk About ItPepsiCo said Thursday it pushed back by a decade its goal to achieve net-zero emissions from 2040 to 2050, as well as a handful of delays on plastic packaging goals, to name a few of the shiftsJim Andrew, chief sustainability officer, said PepsiCo's ability to make progress at the rate it would like to “is very very dependent on the systems around us changing.” He added the “world was a very different place” when it was working on these goals in 2020 amid a completely different political and regulatory landscape.Who Do You Blame?Pepsi's very large board of 15 directorsmost governance experts and research converge around an ideal range of 7 to 11 directors. Which really means 9?Beyond 11, boards often suffer from slower decision-making and diluted accountability.Pepsi's completely protected class of directorsAccording to MSCI data: no current director has received more than 9% votes against since the 2015 AGM. Average support is over 97%Despite hitting .400 overall (peers hit .581): .396 carbon (vs. 473) and .180 on controversies (vs. 774)The fact that the company is named Pepsico and not Pepsi which is kinda irritatingPepsi's Gender Influence Gap of -11%In fact, of the top 7 most influential directors, 6 are men with 68% aggregate influenceThe woman is Dina Dublon (11%), the former CFO at JPMorgan Chase, who has been on the board for two decades. I guess her experience as a director on the Westchester Land Trust is not enough to sway the gentlemen.The Land Trust is chaired by Wyndham Hotels director Bruce Churchill, whose experience at DirectTV must really be crucial in the protection of the natural resources of Westchester CountyWhat Makes a Great Board Director? It's Hard to Define, but It Has Rarely Been More Crucial. Who Do you Blame?The WSJ for still failing to define it appropriately despite being the effing WSJ!Proxy advisory firms, for not having the data that could better inform shareholdersThe SEC/listing exchanges for not requiring data that could better inform shareholdersEvery person in the world who does not use Free Float Analytics data2025 U.S. Proxy Season: Midseason Review Finds Sharp Drop in Shareholder Resolutions on BallotTrump 2.0Darren Woods and ExxonThe anti-ESG shareholder proponents for depressing us with their political theaterApathetic investorsMATTBall CFO to depart after less than 2 years in roleHoward Yu: The departure is not related to any disagreement with the Company on any matter relating to its accounting practices, financial statements, internal controls, or operations.Because everyone leaves in less than 2 years when they're happy? Who do we blame!:Ball's Audit Committee - only 29% of company influence, but maybe they're too busy to pay attention to the CFO at all? We know audit committee roles are hugely time consuming, so Cathy Ross (ex CFO FedEx) on two audit public audit committees, John Bryant (ex CEO of Kellogg) on FOUR audit committees, Michael Cave (ex Boeing exec from 787 Max days) on just Ball audit, and Todd Penegor (current CEO of Papa Johns) on THREE boards AND an acting CEOBall's Nominating Committee - 48% of company influence, maybe they suck at their jobs? Stuart Taylor, who's been on the board since 1999, Dune Ives, Aaron Erter, and… Cathy Ross and John Bryant, also on the audit committeeHoward Yu, who departed unrelated to “any disagreement with the Company” on anything he actually did thereCEOCathy Ross and John Bryant93% of U.S. Executives Desire Board Member ReplacementsOld people: There are 14,440 non executive directors in the US on boards with an average age of 63 years old and 2,569 executive directors with an average age of 58.298 companies in the US have at least ONE director over the age of 80. Directors over the age of 80 have on average 9% influence on the board and on average 19 years of tenure - old and no one actually listens to them.Two US directors - Tommy Thomson (82 years young) and John Harrington (87 years young) are on THREE boards eachMeyer Luskin is 100 years old on the OSI Systems board - he is UCLA class of 1949 and has 6% influence after 35 years on the boardMilton Cooper is 95 years old on TWO boards - Getty Realty and Kimco Realty, where he has 53 and 34 years of tenureImagine being a 58 year old CEO and chair of your board and showing up to have to listen to John Harrington and Meyer LuskinOutlandishly outsized influencersOf 24,000 US directors, 591 have more than 50% influence on their boards. Those boards average 7 other people - is there a point to those 7? Connected directors hating on unconnected directorsThere are 575 directors on boards who are connected to 50% or more of the board… A fun example - at Target, 92% of the directors are connected through other boards or trade associations - that's 11 out of 12 directors. Do you think the board just hates Dave Abney for having no obvious connections to them?Shrill womenThere are 7,450 female directorships on US public boards596 have advanced degrees from elite schools80 of them are non executives at widely held corporations with no ties to the company or family with zero known connections to the existing board membersDon't the other directors just wish they weren't there being smart asses?Meta Buys 650 MW of Renewable Energy to Power U.S. Data CentersAES, the woke Virginia based energy company with 5 women and 6 men on the board where 63% of the board has advanced degrees and four of the board members aren't even AmericanArkansas, the woke state that allowed solar energy to get built thereMeta AI, because AI can't even discriminate against renewable energy because it's so wokeMark Zuckerberg, the dual class dropout dictatorMark Zuckerberg, the government ass kisser, MAGA convert, and attendee at the oil state Qatari meetup with Trump who set up this purchase, like, BEFORE the world hated woke, so it's not his fault because he's REALLY super into oil and stuff

Unlocking Marketing Success with Sheila Butler: Fractional CMOs, AI, and Brand TransformationIn this episode of The Thoughtful Entrepreneur, host Josh Elledge welcomes Sheila Butler, Founder and Chief Marketing Officer of Butler Marketing Group. Sheila brings decades of experience to the table and shares her sharp insights on the evolving role of fractional CMOs, the impact of AI in marketing, and the enduring power of brand storytelling. Whether you're a founder scaling up or a CMO seeking clarity, this conversation is packed with actionable strategies and modern marketing wisdom.Marketing with Personality: From Disney Dreams to Brand StrategySheila Butler's love for storytelling and customer experience was inspired by her childhood dream of working for Disney—an aspiration that shaped her career in entertainment, marketing, and branding. Now based in Orlando, just a short drive from Disney parks, Sheila taps into that creative energy and sense of wonder to help businesses craft brands that truly connect.Her newest venture, a YouTube series called Marketing Over Bourbon, blends her professional expertise with her personable style. Sheila uses the show to share marketing insights, industry best practices, and commentary on emerging trends—all with a casual, conversational tone. It's a reflection of her approach to marketing: human, insightful, and always evolving.She also dives into the rise of AI tools like ChatGPT, Claude, and Gemini in her work—emphasizing that marketers shouldn't fear these tools but embrace them to improve productivity and creative output. Through experimentation, she identifies which AI applications best support each client's unique goals. Combined with her hands-on role as a fractional CMO, Sheila provides strategic execution—not just advice—to businesses undergoing transformation.About Sheila ButlerSheila Butler is an accomplished Chief Marketing Officer with over 25 years of experience in brand transformation, marketing strategy, loyalty program design, and partnership marketing across both B2C and B2B sectors. She has held key leadership roles at Disney, JPMorgan Chase, Choice Hotels, and Axiom Bank. As the Founder and CMO of Butler Marketing Group in Orlando, Florida, Sheila partners with organizations to solve complex marketing challenges and deliver measurable brand growth through customer insights, CRM, and storytelling.About Butler Marketing GroupButler Marketing Group partners with businesses in transition—helping them evolve their brand, align marketing efforts with business goals, and adopt new technologies like AI to enhance content creation and strategy. Whether serving as a fractional CMO or collaborating with internal teams, the agency brings both clarity and execution to the table.Links Mentioned in this Episode:Sheila Butler on LinkedInButler Marketing Group WebsiteYouTube: Marketing Over BourbonEpisode Highlights:What sets a fractional CMO apart from traditional marketing consultantsHow to apply AI tools like ChatGPT and Gemini to enhance marketing workflowsWhy brand transformation is essential in times of...

Join Amaury Guzman from the Leveraged Finance team as he chats with Patrick Griffin, head of Pro-Rata Debt Capital Markets, about the bank loan market. How does it differ from other institutional credit markets, and what has been the impact of recent macro events? Plus, how can CFOs and treasurers looking to raise capital through this channel maximize the likelihood of success?   This episode was recorded on May 19, 2025.   This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm's research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.    © 2025 JPMorgan Chase & Company. All rights reserved.  

Our forecasts are in flux as a result of uncertainty around the transmission of the trade war shock and the potential for more policy surprises. That said, the data flow this week aligned with our forecast of continued resilience in April activity and May surveys, alongside a rebound in May sentiment readings from depressed levels. Our forecasts are in flux as a result of uncertainty around the transmission of the trade war shock and the potential for more policy surprises. That said, the data flow this week aligned with our forecast of continued resilience in April activity and May surveys, alongside a rebound in May sentiment readings from depressed levels.    Speakers: Bruce Kasman Joseph Lupton   This podcast was recorded on 23 May 2025. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

In this podcast Khagendra Gupta and Frida Infante discuss recent developments in Scandinavian interest rate markets and important drivers looking ahead.   Speakers Khagendra Gupta, European Rates Strategist Frida Infante, Rates Strategy    This podcast was recorded on 23 May 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4991719-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.  

JPM Strategists Meera Chandan and Jay Barry discuss rising term premium across DM government bond markets, the passage of the House tax bill, rising tariff risks, and what this means for rates and FX markets.   Speakers:  Meera Chandan, Global FX Strategy Jay Barry, Head of Global Rates Strategy   This podcast was recorded on May 23, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4989466-0, https://www.jpmm.com/research/content/GPS-4991726-0,  https://www.jpmm.com/research/content/GPS-4989711-0, https://www.jpmm.com/research/content/GPS-4989990-0, https://www.jpmm.com/research/content/GPS-4979940-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Analyzing alternative data can be complex and challenging – but it can also be highly rewarding. In this episode, Mark Fleming-Williams, head of Data Sourcing at CFM and creator of “The Alternative Data Podcast,” speaks with Eloise Goulder, head of the Data Assets & Alpha Group at J.P. Morgan. They discuss the value of alt data, how the viability of a data set is assessed and what AI and LLMs mean for the future of the industry.  Shownotes:   https://www.cfm.com/ https://podcasts.apple.com/us/podcast/the-alternative-data-podcast/id1539909575   This episode was recorded on April 29, 2025.  The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan's Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.    © 2025 JPMorgan Chase & Company. All rights reserved.   

Ricardo Tomás, asesor del fondo Multigestión Basalto USA, hace el análisis de las compañías Apple, Oklo, NuScale Power, Cameco, NexGen Energy, Constellation Energy, Vistra, General Dynamics, Fannie Mae, Freddy Mac, JPMorgan Chase, Banco de América, Citigroup, Wells Fargo y Ross Stores.

Chris Salem is an accomplished CEO, executive coach, world-class speaker, award-winning author®, certified mindset expert, radio show host & media personality, and wellness advocate mentoring business leaders and organizations to scale their brands and business by raising their level of influence as trusted advisors. In addition, he works to help guide them toward solutions for enhancing corporate culture, improving workplace communications, and increasing employee engagement. His book Master Your Inner Critic / Resolve the Root Cause – Create Prosperity went international best seller in 2016. He also co-authored the recent edition to "Mastering the Art of Success" with Jack Canfield. His weekly radio show Sustainable Success is part of the Voice America Influencers Channel. Chris has worked with organizations such as JP Morgan – Chase, Ralph Lauren, Microchip Technologies, Anthem, Raytheon, Pratt & Whitney, United Healthcare, GE Research, US Senate, FDA, US Census Bureau, Hubbell Corporation, and NYPD Forensics Department including universities such as University of Hartford, Bay Path University, Westchester Community College, Worcester State University, and spoke on overcoming limited beliefs for peak performance at Harvard University's Faculty Club. www.Christophersalem.com

In this episode, Certified Retirement Counselor Miguel Gonzalez breaks down Investment Savings Plans (ISP)—what they are, how they work, and how to create one that fits your financial goals. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.#InvestmentSavingsPlan #FinancialPlanning #BuildWealth #MoneyGoals #PassiveIncome #ISP #RetirementPlanning #FinancialAdvisor #CompoundInterest #SmartInvesting #InvestmentStrategy #DiversifyYourPortfolio #WealthBuilding #GoalSetting #RiskTolerance #LongTermInvesting #MoneyTips #CortburgRetirementAdvisors #FinancialFreedom #MoneyManagementWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

Speakers:  Ipek Ozil, Head of U.S. Interest Rate Derivatives Strategy Teresa Ho, Head of U.S. Short Duration Strategy   Ipek Ozil and Teresa Ho discuss the potential SLR reform, its implementation timeline, and its potential impact on the rates markets.   This podcast was recorded on 21 May 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4987601-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

John Burns, head of J.P. Morgan's Mid-Cap Financial Sponsors Group, hosts guests Adam Schwarzschild, co-head of North America Financial Sponsors Group, and Ray Raimondi, head of North America Strategic Investor Group M&A, to discuss the evolving role of financial sponsors in the current economic environment. Discover how recent market changes and tariffs are shaping investment strategies. As the mid-cap and large-cap sponsors ecosystem evolves, how might opportunities in sectors like business services, healthcare and technology be impacted?  This episode was recorded on May 12, 2025.   This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm's research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.    © 2025 JPMorgan Chase & Company. All rights reserved.  

Dr. Phil tackles the rising tension between corporate mandates and remote workers pushing back. In this episode, he examines the recent case of JPMorgan Chase employees protesting a return-to-office policy, sparking a broader debate over workplace culture, entitlement, and modern labor expectations. Is remote work a right—or just a pandemic-era privilege?   #RemoteWork #ReturnToOffice #WorkCulture #TheRealStory #DrPhil 

Carl Quintanilla, Jim Cramer and David Faber explored the market impact of Moody's decision to cut the U.S.' credit rating to below AAA. The 30-year yield jumped above 5% on news of the downgrade. The anchors reacted to President Trump's social media post telling Walmart to “eat the tariffs” instead of hiking prices. Also in focus: Nvidia CEO Jensen Huang's AI announcements at a conference in Taiwan, Apple's AI challenges, Blackstone's energy deal, JPMorgan Chase and the Jamie Dimon succession watch, Netflix downgraded. Squawk on the Street Disclaimer 

RTO mandates are rolling out across many corporations like Uber and JP Morgan Chase, but are they actually having the desired effect on employee productivity? We're discussing RTO policies today with Darian Woods from NPR's The Indicator podcast to find out why RTO policies are so popular now and how workers are reacting. Plus: Mark Cuban leaves Shark Tank for sports and Spotify removes 200 fake podcasts from its service. Join our host Jon Weigell as he takes you through our most interesting stories of the day. Get our Side Hustle Ideas Database: https://clickhubspot.com/thds Follow us on social media: TikTok: https://www.tiktok.com/@thehustle.co Instagram: https://www.instagram.com/thehustledaily/ Thank You For Listening to The Hustle Daily Show. Don't forget to hit Subscribe or Follow us on Apple Podcasts so you never miss an episode! If you want this news delivered to your inbox, join millions of others and sign up for The Hustle Daily newsletter, here: https://thehustle.co/email/  Plus! Your engagement matters to us. If you are a fan of the show, be sure to leave us a 5-Star Review on Apple Podcasts https://podcasts.apple.com/us/podcast/the-hustle-daily-show/id1606449047 (and share your favorite episodes with your friends, clients, and colleagues).

Segment 1: Fastly Interview In this week's interview segment, we talk to Marshall Erwin about the state of cybersecurity, particularly when it comes to third party risk management, and whether we're ready for the next big SolarWinds or Crowdstrike incident. These big incidents have inspired executive orders, the Secure by Design initiative, and even a memo from JPMorgan Chase's CISO. We will discuss where Marshall feels like we should be pushing harder, where we've made some progress, and what to do about incentives. How do you convince a software supplier or service provider to prioritize security over features? This segment is sponsored by Fastly. Visit https://securityweekly.com/fastly to learn more about them! Segment 2: Weekly Enterprise News In this week's enterprise security news, Agents replacing analysis is highly misunderstood only one funding round Orca acquires Opus to automate remediation OneDrive is updating to make BYOD worse? Companies are starting to regret replacing workers with AI Is venture capital hanging on by a thread (made of AI)? Potential disruption in the traditional vuln mgmt space! MCP is already looking like a dumpster fire from a security perspective malicious NPM packages and, IS ALCHEMY REAL? Segment 3: RSAC Conference 2025 Interviews Interview 1: Pluralsight Emerging technologies like AI and deepfakes have significantly complicated the threat landscape of today. As AI becomes more integrated into our lives, everyone - not just cybersecurity professionals - needs to develop security literacy skills to keep themselves, their organizations, and their loved ones safe. Luckily, there are countermeasures to spot and identify AI and deepfake-related threats in the wild. In this segment, Pluralsight's Director of Security and IT Ops Curriculum, Bri Frost, discusses how AI has changed the cybersecurity industry, how to spot AI and deepfakes in the wild, and the skills you should know to defend against these emerging threats. Pluralsight's AI Skills Report This segment is sponsored by Pluralsight. Visit https://securityweekly.com/pluralsightrsac to learn the skills you need to defend against the latest cyber threats! Interview 2: Radware Adversaries are rewriting the cybersecurity rules. Shifts in the threat landscape are being fueled by attackers with political and ideological agendas, more sophisticated attack tools, new coalitions of hacktivists, and the democratization of AI. Radware CTO David Aviv will discuss how companies must adapt their cyber defenses and lead in an evolving era of asymmetric warfare and AI-driven attacks. This segment is sponsored by Radware. Visit https://securityweekly.com/radwarersac to learn more about them! Visit https://www.securityweekly.com/esw for all the latest episodes! Show Notes: https://securityweekly.com/esw-407

Segment 1: Fastly Interview In this week's interview segment, we talk to Marshall Erwin about the state of cybersecurity, particularly when it comes to third party risk management, and whether we're ready for the next big SolarWinds or Crowdstrike incident. These big incidents have inspired executive orders, the Secure by Design initiative, and even a memo from JPMorgan Chase's CISO. We will discuss where Marshall feels like we should be pushing harder, where we've made some progress, and what to do about incentives. How do you convince a software supplier or service provider to prioritize security over features? This segment is sponsored by Fastly. Visit https://securityweekly.com/fastly to learn more about them! Segment 2: Weekly Enterprise News In this week's enterprise security news, Agents replacing analysis is highly misunderstood only one funding round Orca acquires Opus to automate remediation OneDrive is updating to make BYOD worse? Companies are starting to regret replacing workers with AI Is venture capital hanging on by a thread (made of AI)? Potential disruption in the traditional vuln mgmt space! MCP is already looking like a dumpster fire from a security perspective malicious NPM packages and, IS ALCHEMY REAL? Segment 3: RSAC Conference 2025 Interviews Interview 1: Pluralsight Emerging technologies like AI and deepfakes have significantly complicated the threat landscape of today. As AI becomes more integrated into our lives, everyone - not just cybersecurity professionals - needs to develop security literacy skills to keep themselves, their organizations, and their loved ones safe. Luckily, there are countermeasures to spot and identify AI and deepfake-related threats in the wild. In this segment, Pluralsight's Director of Security and IT Ops Curriculum, Bri Frost, discusses how AI has changed the cybersecurity industry, how to spot AI and deepfakes in the wild, and the skills you should know to defend against these emerging threats. Pluralsight's AI Skills Report This segment is sponsored by Pluralsight. Visit https://securityweekly.com/pluralsightrsac to learn the skills you need to defend against the latest cyber threats! Interview 2: Radware Adversaries are rewriting the cybersecurity rules. Shifts in the threat landscape are being fueled by attackers with political and ideological agendas, more sophisticated attack tools, new coalitions of hacktivists, and the democratization of AI. Radware CTO David Aviv will discuss how companies must adapt their cyber defenses and lead in an evolving era of asymmetric warfare and AI-driven attacks. This segment is sponsored by Radware. Visit https://securityweekly.com/radwarersac to learn more about them! Visit https://www.securityweekly.com/esw for all the latest episodes! Show Notes: https://securityweekly.com/esw-407

Speakers:  Khagendra Gupta, European Rates Strategist Ipek Ozil, US Rates Strategy   In this podcast Khagendra Gupta and Ipek Ozil discuss the drivers of US and Eurex futures roll and their outlook for Jun25/Sep25 bond futures rollover.   This podcast was recorded on 19 May 2025. This communication is provided for information purposes only. Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-4971531-0 and https://www.jpmm.com/research/content/GPS-4984252-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Voor het eerst in ruim 100 jaar tijd krijgt Amerika moeilijk nieuws te verwerken van kredietbeoorelaar Moody's. Het mag zich namelijk niet meer tot de Triple-A-club rekenen. Volgens Moody's is de staatsschuld te hoog opgelopen, en is het geen gegeven meer dat de overheid z'n schulden afbetaalt. Maar wat ga jij daarvan merken? Financiënminister Scott Bessent noemt het de schuld van de vorige regering, die te veel heeft uitgegeven. Maar ondertussen is Donald Trump juist van plan om de belastingen te verlagen. Hoe lang kan Amerika nog door blijven gaan zonder de staatsschuld aan te pakken? En hoe kan het die schuld dan afbouwen? Ook dat hoor je in deze aflevering. Dan hebben we het ook over een ander historisch moment. De potscherven van de Brexit worden bij elkaar geveegd, en de EU en het VK doen een poging om die weer bij elkaar te lijmen. Onder druk van Trump's handelsoorlog en geopolitieke spanningen kwamen de twee machten bij elkaar. Conclusie: de Britten krijgen weer een soort light-versie van een EU-lidmaatschap. Verder hoor je over de nieuwe topman van JP Morgan Chase. Die is nog niet uitgekozen, maar heeft nu wel de kans om zich op de kaart te zetten. De beleggersdag van de grootste bank van de VS staat in het teken van de opvolger van Jamie Dimon, die al heeft aangegeven binnen nu en vijf jaar te stoppen. Wij vertellen je wie kans maken op die titel van machtigste bankier ter wereld, en wiens kans het grootste is. En we hebben een saillant detail over Just Eat Takeaway. De overname door Prosus wordt door verschillende aandeelhouders bekritiseerd. Maar ook Just Eat zelf was er niet meteen blij mee.See omnystudio.com/listener for privacy information.

Segment 1: Fastly Interview In this week's interview segment, we talk to Marshall Erwin about the state of cybersecurity, particularly when it comes to third party risk management, and whether we're ready for the next big SolarWinds or Crowdstrike incident. These big incidents have inspired executive orders, the Secure by Design initiative, and even a memo from JPMorgan Chase's CISO. We will discuss where Marshall feels like we should be pushing harder, where we've made some progress, and what to do about incentives. How do you convince a software supplier or service provider to prioritize security over features? This segment is sponsored by Fastly. Visit https://securityweekly.com/fastly to learn more about them! Segment 2: Weekly Enterprise News In this week's enterprise security news, Agents replacing analysis is highly misunderstood only one funding round Orca acquires Opus to automate remediation OneDrive is updating to make BYOD worse? Companies are starting to regret replacing workers with AI Is venture capital hanging on by a thread (made of AI)? Potential disruption in the traditional vuln mgmt space! MCP is already looking like a dumpster fire from a security perspective malicious NPM packages and, IS ALCHEMY REAL? Segment 3: RSAC Conference 2025 Interviews Interview 1: Pluralsight Emerging technologies like AI and deepfakes have significantly complicated the threat landscape of today. As AI becomes more integrated into our lives, everyone - not just cybersecurity professionals - needs to develop security literacy skills to keep themselves, their organizations, and their loved ones safe. Luckily, there are countermeasures to spot and identify AI and deepfake-related threats in the wild. In this segment, Pluralsight's Director of Security and IT Ops Curriculum, Bri Frost, discusses how AI has changed the cybersecurity industry, how to spot AI and deepfakes in the wild, and the skills you should know to defend against these emerging threats. Pluralsight's AI Skills Report This segment is sponsored by Pluralsight. Visit https://securityweekly.com/pluralsightrsac to learn the skills you need to defend against the latest cyber threats! Interview 2: Radware Adversaries are rewriting the cybersecurity rules. Shifts in the threat landscape are being fueled by attackers with political and ideological agendas, more sophisticated attack tools, new coalitions of hacktivists, and the democratization of AI. Radware CTO David Aviv will discuss how companies must adapt their cyber defenses and lead in an evolving era of asymmetric warfare and AI-driven attacks. This segment is sponsored by Radware. Visit https://securityweekly.com/radwarersac to learn more about them! Show Notes: https://securityweekly.com/esw-407

The increased risks of recession and signs of significant disruptions in the goods market have likely played a role in getting the US to back off its draconian trade war policies, culminating this week in a substantial markdown in the tariff on China. We  no longer see a US recession as likely but still see growth being weak over the rest of the year and also note downside risks if the trade war re-escalates. This podcast was recorded on May 16, 2025. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

A better-than-expected US-China trade reprieve and reduced recession probabilities has diminished the downside tail risks to both base metals demand and prices. While prices could continue to run higher in the near-term amid a further extension of Chinese demand front-loading following the 90-day tariff reprieve, we are cautious of the longevity of this extension and still think a more bearish reckoning is likely in 2H25 as all the pull-forward in demand eventually drives a rather significant hangover.   Speaker Gregory Shearer, Head of Base and Precious Metal Research    This podcast was recorded on 16 May 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4982649-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

This week, Global FX Strategists Patrick Locke & James Nelligan discuss the FX implications across tariff de-escalation, US fiscal developments, data surprises and central bank meeting risk.   Speakers: Patrick Locke, Global FX Strategy James Nelligan, Global FX Strategy   This podcast was recorded on 16 May 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4983958-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.  

Humanoid robots, AI-powered machines resembling humans, are poised to transform automation by addressing labor shortages and revolutionize sectors such as manufacturing and healthcare. How soon can we expect to see these advancements and what is the investment outlook? Join Kelly Wen, head of Hong Kong and China Equity sales and Karen Li, head of Hong Kong Equity Research and Asia Infrastructure, Industrials and Transport Research to explore the key developments and growth prospects for the humanoid robot industry.   This episode was recorded on April 28, 2025.   This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication. This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan. Copyright 2025, JPMorganChase & Co. All rights reserved.

Continuing an ongoing conversation with consignors, this episode of the Auto Remarketing Podcast originating from this spring's Auto Intel Summit highlights how these wholesale market participants are leveraging innovation. Sharing their perspectives are John Urness of JPMorgan Chase, Stevo Trpovski of Ally, Kelsey Summs-Chitwood of Summs Skip and Collateral Solutions and Tom Gerst of TD Bank.

What are the near-term macro implications for China from the temporary tariff roll-back in Geneva? Can the truce become permanent? What are the spillover effects to the rest of the region? Are the Japan and Korea trade deals imminent? Are currency accords part of these deals? Will the BoJ continue normalizing sooner than October? Sajjid Chinoy, Haibin Zhu, Ayako Fujita and Seokgil Park discuss these questions and more.   This podcast was recorded on May 14, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmorganmarkets.com/research/content/GPS-4978369-0, https://jpmorganmarkets.com/research/content/GPS-4982620-0 and https://jpmorganmarkets.com/research/content/GPS-4966658-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved.

Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM fixed income asset class.   Speakers: Jonny Goulden, Head of EM Fixed Income Strategy Saad Siddiqui,  Emerging Markets Strategist   This podcast was recorded on 15 May 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4985028-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

In this episode, Miguel Gonzalez, CRC®, shares key strategies to help you plan for a long life—covering healthcare, income, savings, and wellness.Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.#LiveTo100 #RetirementPlanning #LongevityPlanning #FinancialWellness #RetireSmart #401kTips #IRAPlanning #HealthcareCosts #EstatePlanning #RetirementIncome #FinancialFreedom #MoneyTips #LongLifePlanning #CortburgAdvisors #HSA #LTCInsurance #CompoundInterest #FinancialSecurity #InvestmentPlanning #PersonalFinanceWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

“Trade is like water — it will flow through whatever is the path of least resistance.” Tariffs are reshaping international trade by disrupting supply chains and impacting business sentiment. How can companies manage the associated risks, both now and in the longer term? In this episode, senior global economist Nora Szentivanyi and Natasha Condon, global head of Trade Sales, share their insights in a conversation moderated by Grace Howie from the Payments, Trade and Working Capital team.    This episode was recorded on April 23, 2025.   This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication. This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan. Copyright 2025, JPMorganChase & Co. All rights reserved.

Scott Wapner and the Investment Committee discuss the stock surge as the tariff pause with China pushes the market higher. Plus, the Investment Committee share their latest portfolio moves. And later, a Call of the Day on JPMorgan Chase, with one market watcher saying it could be the first trillion dollar market cap bank. Investment Committee Disclosures

The hard activity data continue to show resilient growth in the first four months of the year. We maintain our recession call owing to 1) front-loading that will impart a drag going forward, 2) material trade war drags that will further damp activity, and 3) sentiment that is falling sharply and risks becoming a drag on its own. Trade war news this week does not move the needle in our view. The Fed is equally balanced on rising risks to both sides of its dual mandate and unlikely to act absent a break in the data. This podcast was recorded on May 9, 2025. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Arindam, Jemmy and Mixo discuss the outlook for Taiwanese and Asian equities more broadly in the wake of historic TWD FX appreciation   This podcast was recorded on May 8, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmorganmarkets.com/research/content/GPS-4975042-0, https://jpmorganmarkets.com/research/content/GPS-4974799-0and https://jpmorganmarkets.com/research/content/GPS-4975936-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved.

Over the past five decades, foreign investors have been steadily accumulating US financial assets, which have reached nearly $57trn as of the end of 2024. Yet, there are signs that sovereign wealth funds and reserve managers appear to be rethinking the risk-reward parameters of holding US assets. Gold could further benefit from this shift. Given its limited supply growth, even relatively small reallocations into the metal can significantly impact prices. A potential shift of just 0.5% of foreign US assets to gold could yield 18% annual returns, taking gold prices toward $6,000 by early 2029.  While hypothetical, this scenario illustrates why we remain structurally bullish gold and think prices have further to run.   Speakers: Natasha Kaneva, Head of Global Commodities Research  Greg Shearer, Head of Base and Precious Metals Research   This podcast was recorded on 9 May 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4971492-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

In this podcast Francis Diamond, Aditya Chordia and Khagendra Gupta discuss a variety of topics covering thoughts around the impact of de-dollarisation on Euro govie and swap markets, the May BoE meeting and UK rates as well as the Riksbank and Norges Bank meetings this week.     Speakers Francis Diamond, Head of European Rates Strategy Aditya Chordia, European Rates Strategist Khagendra Gupta, European Rates Strategist     This podcast was recorded on 09 May 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4981304-0, https://www.jpmm.com/research/content/GPS-4980024-0 & https://www.jpmm.com/research/content/GPS-4980028-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Meera Chandan, Arindam Sandilya, Patrick Locke and Octavia Popescu discuss how the USD/Asia view is evolving after record volatility, as well as recent central bank meetings and the US-UK trade deal with the read-through to FX.   Speakers: Meera Chandan, Global FX Strategy Arindam Sandilya, Global FX Strategy Patrick Locke, Global FX Strategy Octavia Popescu, Global FX Strategy   This podcast was recorded on 9 May 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4979940-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

US Rates strategists Phoebe White, Teresa Ho, and Ipek Ozil discuss their takeaways from this week's Fed meeting and tariff announcements. With a deterioration in labor market data still likely to drive Fed easing later this year, Treasury yields are expected to fall over coming months. Meanwhile, funding markets remain healthy, and stability has returned to swap spreads.   Speakers: Phoebe White, Head of US Inflation Strategy Teresa Ho Gentile, Head of US Short Duration Strategy Ipek Ozil, Head of US Interest Rate Derivatives Strategy   This podcast was recorded on 9 May 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4981555-0, https://www.jpmm.com/research/content/GPS-4980064-0, https://www.jpmm.com/research/content/GPS-4976471-0, https://www.jpmm.com/research/content/GPS-4980549-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

In this podcast episode, we talked with Lavanya Gupta about Building a Strong Career in Data.About the Speaker: Lavanya is a Carnegie Mellon University (CMU) alumni of the Language Technologies Institute (LTI). She works as a Sr. AI/ML Applied Associate at JPMorgan Chase in their specialized Machine Learning Center of Excellence (MLCOE) vertical. Her latest research on long-context evaluation of LLMs was published in EMNLP 2024. In addition to having a strong industrial research background of 5+ years, she is also an enthusiastic technical speaker. She has delivered talks at events such as Women in Data Science (WiDS) 2021, PyData, Illuminate AI 2021, TensorFlow User Group (TFUG), and MindHack! Summit. She also serves as a reviewer at top-tier NLP conferences (NeurIPS 2024, ICLR 2025, NAACL 2025). Additionally, through her collaborations with various prestigious organizations, like Anita BOrg and Women in Coding and Data Science (WiCDS), she is committed to mentoring aspiring machine learning enthusiasts.In this episode, we talk about Lavanya Gupta's journey from software engineer to AI researcher. She shares how hackathons sparked her passion for machine learning, her transition into NLP, and her current work benchmarking large language models in finance. Tune in for practical insights on building a strong data career and navigating the evolving AI landscape.

In this episode, Gurps Kharaud, head of Equities Digital Markets and Vida Portfolio Solutions, chats with Olivier Cajfinger, head of Investment-Grade Credit, Public Finance, Short-Term Credit, and Alternative Sales, and Peter Grant, co-head of Credit Systematic Trading. They delve into the evolution of credit portfolio trading, examining the impact of recent market volatility on trading volumes, the strategic role of portfolio trading as a liquidity tool, and how J.P. Morgan is differentiating itself through innovative risk management and systematic trading approaches. The discussion also highlights the increasing importance of technology investments in adapting to changing client needs, as well as the trends shaping the future of credit portfolio trading.   This episode was recorded on April 23, 2025. © 2025 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase Bank N.A. (member of FDIC), J.P. Morgan Securities LLC (member of FINRA, NYSE and SIPC), J.P. Morgan Securities plc (authorized by the Prudential Regulation Authority (PRA) and regulated by the Financial Conduct Authority and the PRA) and J.P. Morgan SE (authorised by the BaFin and regulated by the BaFin, the German Central Bank and the European Central Bank) are principal subsidiaries of JPMorgan Chase & Co. The products and/or services mentioned herein may not be suitable for your particular circumstances and may not be available in all jurisdictions or to all clients. Important disclosures at: www.jpmorgan.com/disclosures.

In this episode, Miguel Gonzalez, CRC®, walks you through what to expect when you inherit money—from probate to debt handling, taxes, and investment strategies—to help you make informed decisions during a difficult time.Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.#InheritingMoney #EstatePlanning #FinancialAdvice #RetirementPlanning #InheritanceTips #ProbateProcess #WealthTransfer #InheritedAssets #FinancialEducation #InheritanceTax #LegacyPlanning #BeneficiaryAdvice #InvestmentStrategies #InheritedIRA #TaxPlanning #PersonalFinance #FinancialLiteracy #RealEstateInheritance #MiguelGonzalezCRC #CortburgAdvisorsWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

It's a Catalyst first-of-a-kind: our very first live event! We hosted it last Wednesday at San Francisco Climate week. In this episode, Shayle talks to Mike Schroepfer, co-founder and partner at Gigascale Capital and former CTO of Meta, and Nick Chaset, CEO of Octopus Energy US. Together they cover: Lessons on building products that consumers love  Over and under hyped trends, including data center load growth, carbon removal, and fusion What areas will benefit most from the current administration The most important, least appreciated category of climate tech The craziest idea that just might work Recommended resources: Catalyst: A skeptic's take on AI electricity load growth Catalyst: The geopolitics of rare earth elements Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor. This special Catalyst Live was sponsored by JP Morgan Chase and DLA Piper. Catalyst is brought to you by Anza, a platform enabling solar and storage developers and buyers to save time, reduce risk, & increase profits in their equipment selection process. Anza gives clients access to pricing, technical, and risk data and tools that they've never had access to before. Learn more at go.anzarenewables.com/latitude. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.