Podcasts about market matters

Tokenization is often associated with digital assets, but its greatest potential may lie in transforming financial market structure. In this episode of Market Matters, Julia Hermann and Sarah Hirsch speak with Tom Sy, Head of New York Life Investment Management's Multi-Asset Solutions team, about how tokenization could reshape ownership, settlement, and investment product capabilities over time. 

On our first episode of Market Matters, Andrew Chanin, co-founder and CEO of ProcureAM and the portfolio manager of the UFO ETF, breaks down the growing excitement around the space economy. He discusses what a potential SpaceX IPO means for the larger market, investable areas of the space economy, and what's at stake in the modern space race between the U.S. and China. Andrew also touches on the potential for data centers in space and the challenges in building out space infrastructure.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schw... About Schwab Network - https://schwabnetwork.com/about

Markets are focused on near-term inflation, even as U.S. debt has crossed 100% of GDP. In this episode of Market Matters, Julia Hermann and Sarah Hirsch explore what this disconnect means for the Treasury curve and why they see a potential shift toward steepening ahead. 

Submit your stock picks here: ausbiz.co/callpicksRudi Filapek-Vandyck from FNArena and Shawn Hickman from Market Matters go in-depth and stock specific on ‘the call.'South32 (S32) Nickel Industries (NIC)Alcoa (AAI) JB Hi-Fi (JBH)TPG Telecom (TPG) Generation Development (GDG) Suncorp (SUN) Fisher & Paykel Healthcare (FPH) Charter Hall Group (CHC)SiteMinder (SDR)Stock of the day: Sigma Healthcare (SIG) to listen go to https://ausbiz.co/STODGet your stock pick to the front of the queue by becoming an ausbiz contributor: https://ausbiz.co/contributorsAnd we'd love it if you could leave us a review below! Hosted on Acast. See acast.com/privacy for more information.

Markets have been moving quickly. In this week's Market Matters, Julia Hermann and Sarah Hirsch break down how Iran, inflation, and private credit are driving the macro narrative, and what that means for growth, policy, and portfolios.   

Submit your stock picks here: ausbiz.co/callpicksHenry Jennings from Marcus Today and Shawn Hickman from Market Matters go in-depth and stock specific on ‘the call.'Wesfarmers (WES)Macquarie Technology (MAQ)Judo Bank (JDO)QBE Insurance (QBE)Aristocrat Leisure (ALL)SGH (SGH)BHP (BHP)Mineral Resources (MIN)Worley (WOR)CSL (CSL)Stock of the day: Cochlear (COH) to listen go to https://ausbiz.co/STODGet your stock pick to the front of the queue by becoming an ausbiz contributor: https://ausbiz.co/contributorsAnd we'd love it if you could leave us a review below! Hosted on Acast. See acast.com/privacy for more information.

Markets have broadened so far in 2026, but broader doesn't necessarily mean better. In the latest episode of Market Matters, Lauren Goodwin and Julia Hermann unpack why broader market performance may not be sustainable if market leadership turns away from profitability leaders.

Submit your stock picks here: ausbiz.co/callpicksMichael Wayne from Medallion Financial and Shawn Hickman from Market Matters go in-depth and stock specific on ‘the call.'Fisher & Paykel Healthcare (FPH) Coles (COL)Southern Cross Media (SXL)Aristocrat Leisure (ALL) Macquarie (MQG)Computershare (CPU)Santos (STO) Rio Tinto (RIO)PLS (PLS)Newmont (NEM)Stock of the day: Life360 (360) to listen go to https://ausbiz.co/STODGet your stock pick to the front of the queue by becoming an ausbiz contributor: https://ausbiz.co/contributorsAnd we'd love it if you could leave us a review below! Hosted on Acast. See acast.com/privacy for more information.

There's no place like home, but for many Americans, homeownership feels further out of reach than ever. In this episode of Market Matters, Julia Hermann and Sarah Hirsch unpack why affordability feels so strained, how decades of housing policy shaped today's system, and which proposals could move the needle from here. 

Markets are moving fast in 2026, and investor sentiment is shifting with them. In this episode of Market Matters, Julia Hermann and Sarah Hirsch share insights from their recent travels, highlighting how rising volatility, geopolitical headlines, and the next phase of AI are shaping investor thinking. They also discuss what this means for diversification and portfolio positioning.

Submit your stock picks here: ausbiz.co/callpicksShawn Hickman from Market Matters and Scott Phillips from The Motley Fool go in-depth and stock specific on ‘the call.'Westgold (WGX) Sandfire Resources (SFR) Mineral Resources (MIN) James Hardie (JHX) DroneShield (DRO) ASX (ASX) Dominos Pizza (DMP) WiseTech (WTC) Brambles (BXB) ResMed (RMD)Stock of the Day: Credit Corp (CCP)to listen go to https://ausbiz.co/STODGet your stock pick to the front of the queue by becoming an ausbiz contributor: https://ausbiz.co/contributorsAnd we'd love it if you could leave us a review below! Hosted on Acast. See acast.com/privacy for more information.

In this episode of Market Matters, Lauren Goodwin and Michael LoGalbo explore four black swan scenarios from the 2026 Swan Lake report, including disruptions to U.S. public economic data, a potential U.S. state split, political upheaval in Eastern Europe, and a rethink of Asia's “dollar recycling”. 

General advice only.

In today's episode, Kip dives deep into a whirlwind trading day following the long MLK holiday weekend. He unpacks the market's nervous reaction to comments from Treasury Secretary Scott Bessant about the Japanese bond market, discusses why this “black swan” risk continues to keep seasoned investors up at night, and explains the importance of having a robust game plan especially when it comes to leveraged ETFs. Kip also covers why he remains bullish in the face of volatility, emphasizing the underpinnings of the “Trump economic miracle,” the power of deregulation, and transformative innovation driving GDP growth. He gives his insights on gold and silver hitting new highs, shares personal stories about saving in gold over fiat currency, and offers a candid take on the ongoing debate between gold and bitcoin enthusiasts. Tune into today's podcast to learn more.

Submit your stock picks here: ausbiz.co/callpicksMichael Wayne from Medallion Financial and Shawn Hickman from Market Matters go in-depth and stock specific on ‘the call.'BHP (BHP)Evolution Mining (EVN)Lynas Rare Earths (LYC)Woodside (WDS)Aristocrat Leisure (ALL)REA Group (REA)Goodman Group (GMG)QBE Insurance (QBE)CSL (CSL)Telix Pharmaceuticals (TLX)Stock of the Day: ARB Corporation (ARB)to listen go to https://ausbiz.co/STODGet your stock pick to the front of the queue by becoming an ausbiz contributor: https://ausbiz.co/contributorsAnd we'd love it if you could leave us a review below! Hosted on Acast. See acast.com/privacy for more information.

Is gold becoming the next bubble or just catching up to years of structural demand? In this Market Matters episode, Julia Hermann and “Macro” Mike LoGalbo dissect the drivers behind gold's outsized move in 2025 and the risks of chasing performance. They discuss why gold works best as a diversifier, not a growth engine, and offer a framework for sizing positions as 2026 approaches. 

Submit your stock picks here: ausbiz.co/callpicks Shawn Hickman from Market Matters and Rudi Filapek from FNArena go in-depth and stock specific on ‘the call.'Tuas (TUA) Charter Hall Group (CHC)Austal (ASB) NextDC (NXT)Cyclopharm (CYC)AGL Energy (AGL)Appen (APX) Car Group (CAR) Bendigo and Adelaide Bank (BEN) Downer EDI (DOW)Stock of the day: Collins Food (CKF) to listen go to https://ausbiz.co/STODGet your stock pick to the front of the queue by becoming an ausbiz contributor: https://ausbiz.co/contributorsAnd we'd love it if you could leave us a review below! Hosted on Acast. See acast.com/privacy for more information.

Policy support, AI innovation, and profitability are extending the U.S. cycle, but not without risk. This week on Market Matters, Lauren Goodwin and Julia Hermann outline the 2026 Outlook from New York Life Investments' Global Market Strategy team and how investors can position across equities, credit, and alternatives. 

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Recent high-profile bankruptcies have put credit markets back in the spotlight. In this week's Market Matters, Lauren Goodwin and Sarah Hirsch are joined by Rob Smalley and Cameron White from MacKay Shields and Patrick Koehl from Apogem Capital to go beyond the headlines and decode what's driving market sentiment.  

Submit your stock picks here: ausbiz.co/callpicks Shawn Hickman from Market Matters and Rudi Filapek from FNArena go in-depth and stock specific on ‘the call.'Deep Yellow (DYL)South32 (S32) Collins Foods (CKF) Lovisa (LOV) ANZ (ANZ) Cochlear (COH) rent.com.au (RNT) AGL Energy (AGL) Reliance Worldwide (RWC) Xero (XRO) Stock of the day: G8 Education (GEM) to listen go to https://ausbiz.co/STODGet your stock pick to the front of the queue by becoming an ausbiz contributor: https://ausbiz.co/contributorsAnd we'd love it if you could leave us a review below! Hosted on Acast. See acast.com/privacy for more information.

Submit your stock picks here: ausbiz.co/callpicksMichael Wayne from Medallion Financial and Shawn Hickman from Market Matters go in-depth and stock specific on ‘the call.'Capstone Copper (CSP) Centuria Capital Group (CNI) Megaport (MP1)IDP Education (IEL) Droneshield (DRO) Kelsian Group (KLS) Harvey Norman (HVN) Temple & Webster (TPW) Westpac (WBC) Sigma Healthcare (SIG)Stocks of the day: Unico Silver (USL) and Global X Physical Silver Structured ETF (ETPMAG) to listen go to https://ausbiz.co/STODGet your stock pick to the front of the queue by becoming an ausbiz contributor: https://ausbiz.co/contributorsAnd we'd love it if you could leave us a review below! Hosted on Acast. See acast.com/privacy for more information.

This week on Market Matters, Julia Hermann breaks down two sets of market-moving political events –  France's government reshuffle and Japan's leadership shift – and what they mean for sovereign yield curve behavior. 

The Wee Wild Woman and the Fat Man Farmer Podcast, featuring their first interview with Samantha Henman, the Market Master for the Cloverdale Farmers Market and owner of Raccoon Creek Homestead. We discuss operations and regulations of the farmers market, discussing practical topics We discuss bureaucratic challenges and perceived absurdity of food safety laws for small farms in Indiana, such as the requirements for selling eggs and the extensive, often confusing, home-based vendor rules. The hosts and Samantha also explore the market's community focus, its token program for children to encourage healthy choices, and the value of direct communication and knowing your farmer. Racoon Creek Facebook Page    Racoon Creek YouTube Page    Thankful to our hosts Farmhouse Brew FB Page Mainstreet Cloverdale

The Fed is set to deliver its first rate cut in nine months. How will the latest jobs revision and inflation data shape the market outlook ahead? Lauren Goodwin and Julia Hermann break it down in this week's episode of Market Matters. 

The narrative of a global exit from U.S. assets has been loud this year, but the data tells a different story. In this week's episode of Market Matters, Lauren Goodwin and Julia Hermann explain why investor demand remains strong and what central bank flows reveal. 

Julia Hermann hosts Steven Friedman, Managing Director and Senior Macroeconomist at MacKay Shields, for a special recording of Market Matters on the 34th floor of the New York Life building in Manhattan. Join Julia and Steve for a deep dive into the sustainability – or lack thereof – of public debt in the United States. Can the U.S. keep up its pace of spending? What does the Big Beautiful Bill mean for the debt trajectory? Are interest payments spiraling out of control? We answer these questions and more on this week's episode.   

Join Lauren Goodwin and Julia Hermann for a special recording of Market Matters, on the 34th floor of the New York Life building in Manhattan. Your hosts will launch the team's latest megatrend research on global debt sustainability: can major economies keep up all this spending? And what do higher sovereign debt levels mean for asset allocation?  

On this week's episode of Market Matters, Lauren Goodwin and Julia Hermann deliver a midyear macro check-in, breaking down the four key forces shaping the second half of 2025: market complacency, labor market cooling, Fed policy uncertainty, and the sweeping impact of the “One Big Beautiful Bill.” 

Success in real estate isn't just about grinding and hustling—it's about being present and aware of what's happening right now in the market and in your life. I've sold over 2,300 homes and coached thousands of agents, but one of the biggest lessons I've learned is this: if you're always chasing, you're missing what matters. This video is your reminder to slow down, pay attention, and start listening—not just to your clients and your family, but to the shifts in the market, buyer behavior, and what your business truly needs to grow.  

The market is changing, and so are the rules. Learn how to navigate the shifting landscape with Julia Hermann on Market Matters.

Lauren Goodwin and Julia Hermann have been on the road, engaging with U.S.-based investors and gathering their most pressing questions. Tune in to Market Matters for their Fed view, the broader implications of policy uncertainty on portfolio allocation, and more. 

From a gold-plated rooftop in NYC, we bring festive tidings from Global Market Strategy… Join us for a special holiday episode of Market Matters, where Julia Hermann recites her annual holiday story— a clever twist on the classic that reflects on the year's market highs and lows.  

It's been a couple weeks since the U.S. election, and the market is buzzing with post-election “Trump trades”. Lauren Goodwin and Julia Hermann break down which ones to follow and which to fade on the latest Market Matters. 

As election week unfolds and uncertainty fills the air, one question stands out: what policies are least at risk of change? Lauren Goodwin and Michael LoGalbo explore three key areas that are expected to remain steady this week on Market Matters.

Why are interest rates rising after a Fed cut? Is it all about the election – and what are the implications on long-term rates? Lauren Goodwin and Julia Hermann talk through each of these questions this week on Market Matters.

The Federal Reserve went big, starting its easing cycle with a 50bp interest rate cut. Does the pace of easing matter? How far will the Fed go? How do allocation decisions change on the way down? Lauren Goodwin and Julia Hermann talk through each of these questions this week on Market Matters. 

In this episode of our Market Matters series, Joe Lins talks with Ryan World of GEM Mortgage about all things mortgage. This is a great episode to share with your clients. Contact us at Careers@C21Discovery.com for a confidential interview. Contact Ryan World at 714-569 3636 ext. 2 Voiceover Credit: Tim Lins Music Credit: The Barefoot Bandits “Mr. Know It All” Prefer video? Watch the video of the Podcast here: https://youtu.be/U41LsvHLAZ8?si=VCkk_sL4NXdwOE0-   (Originally recorded in June 2024)

In this episode, the group discuss risk / reward for US equities following a further leg higher and S&P500 hitting fresh all time highs (ATHs).  They discuss fundamental drivers of the rally, market leadership, and the extent to which investor positioning has risen.  They also discuss risk / reward for equities as we head into Q2 earnings season, and sectors where the fundamental and positioning backdrop are looking more compelling.  Andrew Tyler, Head of US Market Intelligence, and John Schlegel, Head of Global Positioning Intelligence, are in discussion with Eloise Goulder, Head of the Global Data Assets & Alpha Group. This episode was recorded on July 9, 2024.  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.

In this episode, we hear from Kate Finlayson, Head of FICC Market Structure & Liquidity Strategy at J. P. Morgan. Kate discusses the complexities of FICC markets, how regulation and microstructural dynamics are shaping execution trends, and the likely path from here.  Kate is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group. To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence This episode was recorded on June 24, 2024. 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.

In this episode, we hear from Jae Lee, CIO and CEO of Korean hedgefund Timefolio's Singapore business.  Jae discusses the importance of analyzing the supply chain to identify edge and alpha in stocks, components of the AI supply chain which are benefitting from greater barriers to entry and pricing power, use of data in this analysis, the extent to which Asian product segments will continue to grow in US and European markets, and how AI will increasingly impact our everyday lives.  Jae Lee is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan.   Shownotes: To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence This episode was recorded on June 11, 2024.  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.

In this episode the group explore the risk / reward for European equities following a sharp period of underperformance vs US equities in recent weeks.  They discuss recent macro and political dynamics across Europe, including upcoming elections in France and the UK, the extent to which investors have been selling European equities, and equity pockets where risk / reward is looking most compelling.  Federico Manicardi, Head of International Market Intelligence, and Jigar Vakharia, from the Positioning Intelligence team, are in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan. To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence This episode was recorded on June 21, 2024. 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.

In this episode we hear from Jagadish Chalasani, lead structurer for CTA strategies at J.P. Morgan.  Jagadish runs through the benefits but also challenges of leveraging trend as an alpha strategy, and the means by which trend can be extended across regions, asset classes, time horizons and alternative signals – in order to diversify, enhance performance and ‘extend the trend'.  Jagadish is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan.   Shownotes: Trend-following in Alternative Markets with David Denison, Deputy CIO, Florin Court - here The Evolution of Systematic Strategies, with Aspect Capital's CEO (Part 1) - here The Evolution of Systematic Strategies, with Aspect Capital's CEO (Part 2) - here To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence This episode was recorded on June 3, 2024. 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.

In this episode we hear from Dr Amadeo Alentorn, Head of Systematic Equities at Jupiter Asset Management.  In Part 2 Amadeo discusses competitive dynamics within the systematic equity space, navigating the impact of investor behavioural biases in markets, and avoiding crowding in the portfolio.  Amadeo is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan.   Shownotes: https://www.jupiteram.com/ https://www.jupiteram.com/uk/en/professional/insights/no-free-lunch-is-a-science-of-the-stock-market-possible/ This episode was recorded on May 9, 2024. 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.

In this episode we hear from Dr Amadeo Alentorn, Head of Systematic Equities at Jupiter Asset Management.  In Part 1 Amadeo discusses the evolution of systematic equity investing over the last 20 years, the intersection of harnessing fundamental finance with data science techniques, and the evolution of data and compute methods (including use of AI) in the investment process.  Amadeo is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan.​ ​ Shownotes:​ https://www.jupiteram.com/​ https://www.jupiteram.com/uk/en/professional/insights/no-free-lunch-is-a-science-of-the-stock-market-possible/ This episode was recorded on May 9, 2024.​ 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.

Which asset classes are next to be electronified and how is the network effect driving trading trends? Head of Digital Markets, Eddie Wen joins Kate Finlayson, Head of FICC Market Structure & Liquidity Strategy, to discuss automation in trading, the blurring lines between retail and institutional markets and how data can work to optimize business.    This episode was recorded on May 2, 2024. 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, 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 © 2024 JPMorgan Chase & Company. All rights reserved.

In this episode, we hear from Mubashir Mukadam, Blantyre Capital's Founder and CIO.  Mubashir discusses the investment philosophy behind Blantyre's special situations fund, the intersection between providing capital as a Hedge Fund, Private Equity vs Private Credit, the benefits of providing balance sheet and/ or operational support to certain companies, the competitive landscape in this space, and the extent to which this form of alpha generation is likely to evolve or adopt automation in future.  Mubashir is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan. Shownotes: To learn more about Blantyre Capital: https://blantyrecapital.com/ To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence This episode was recorded on April 24, 2024. 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.

In this episode the group discuss risk / reward for US equities following the dip through April.  They discuss possible reasons for recent equity weakness, the macro and micro backdrop - including recent hotter inflation prints and Q1 corporate earnings trends, the extent to which positioning levels have fallen amid market weakness, resulting market and sector opportunities, and key catalysts to watch from here.  Andrew Tyler, Head of US Market Intelligence, and John Schlegel, Head of Global Positioning Intelligence, are in discussion with Eloise Goulder, Head of the Global Data Assets & Alpha Group. This episode was recorded on April 29, 2024. 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.

This episode of TRECcast is a replay of our March 27 Market Matters panel on the state of the retail sector here in DFW. The discussion was moderated by Sam Littlejohn of CBRE and featured Artemio De La Vega of De La Vega Development, TREC Chairman Mike Geisler of Venture Commercial Real Estate, Tim Hughes of Falcon Realty Advisors LLC, and Eric Seitz of The Seitz Group. Special thanks to sponsors Grant Thornton, D CEO, and Mycon General Contractors. Learn more about the City of Dallas' $1.25 billion capital bond proposal at togetherfordallas.com.

In this episode of TRECcast, Timothy Powers of Haynes and Boone greets our Market Matters guests with an update on the City of Dallas' upcoming $1.25 billion bond election, whose early voting period runs from April 22 to April 30. We strongly encourage TREC members vote YES for all 10 propositions to make Dallas a stronger, safer, and more vibrant city for years to come. Learn more about the bond proposal at togetherfordallas.com.