Best Center For European Policy Analysis Podcasts (2025)

In this episode, Samantha Azzarello, head of Content Strategy, is joined by Jay Barry, head of Global Rates Strategy, chief U.S. economist Mike Feroli and Eben Peck from the Federal Government Relations team to discuss the latest developments surrounding the U.S. government shutdown. They explore the status of negotiations and the economic implicat…

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From geopolitics to rate cuts: What’s shaping commodities markets? 20:35

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16d ago20:35

20:35

In this episode, Greg Shearer, head of Base and Precious Metals Research, is joined by Natasha Kaneva, head of Global Commodities Research. Together, they dive into the key factors currently shaping commodities markets — from the evolving geopolitical landscape to the interest rate environment. How have recent attacks on Russian energy infrastructu…

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DD023 - Final Update: Where to listen next (Energy Markets Daily + Fund of Funds Daily) 1:44

17d ago1:44

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We’re sunsetting GLOBAL REAL ESTATE DAILY. For your daily, institutional-grade brief, subscribe here: Energy Markets Daily – RSS – Apple – Spotify Fund of Funds Daily – RSS – Apple – Spotify This archive stays live for SEO and reference. For capital introductions and inquiries: [email protected]. Welcome to Global Real Estate Daily, an AI-p…

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Trading Insights: Why macro matters for systematic investors 23:31

20d ago23:31

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In this episode we hear from Ralph Sueppel, Managing Director at Macrosynergy, a London-based macroeconomic research and technology company that co-developed the J.P. Morgan Macrosynergy Quantamental System (“JPMaQS”): a data and analytics product harnessing macroeconomic quantamental point-in-time data for investment strategies. Ralph joins J.P. M…

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GLED022 - PCE Reality Check — Inflation Persistence & Deployment Recalibration 5:14

20d ago5:14

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Welcome to Global Real Estate Daily, an AI-powered podcast by Daily Dominance.Friday, September 26th — PCE Reality Check. While others react to headlines, you get the recalibration playbook that turns inflation persistence into strategic advantage.What you'll get:- PCE data breakdown: Core inflation 2.99% YoY, still 99 basis points above Fed target…

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GLED021 - SNB Decision Day — European Policy Divergence & Global Capital Arbitrage 5:45

20d ago5:45

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Welcome to Global Real Estate Daily, an AI-powered podcast by Daily Dominance.Today we turn the SNB decision into an edge. While most wait for headlines, you get the execution plan: how a 0% Switzerland, an easing-leaning Europe, and a “slow-walk” Fed create spreads you can actually monetize.What you’ll get:- Market pulse: 10Y UST ~4.15%; CRE finan…

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GLED020 - Powell Speech Analysis — Real-Time Market Response & Global Positioning 4:01

22d ago4:01

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Wednesday morning Powell speech analysis for institutional real estate capital positioning following Fed Chair Powell's real-time market commentary. NEW INTRO FORMAT: Welcome to Global Real Estate Daily, an AI-powered podcast by Daily Dominance. Powell Speech Market Response: Federal Reserve Chair Powell emphasized cautious approach to future rate …

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The Hon. Jason Crow on America’s Role in the World 38:20

23d ago38:20

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The CEPA Podcast is a series of dynamic interviews, bringing together leaders and experts from both sides of the Atlantic to explore the crucial challenges shaping our world today. As part of a series of special episodes with US lawmakers, Congressman Jason Crow of Colorado’s 6th Congressional District sits down with Dr. Alina Polyakova to reflect …

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The Hon. Mike Lawler on Moldova’s Elections and Transatlantic Security 23:39

23d ago23:39

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The CEPA Podcast is a series of dynamic interviews, bringing together leaders and experts from both sides of the Atlantic to explore the crucial challenges shaping our world today. As part of a series of special episodes with US lawmakers, Congressman Mike Lawler of New York's 17th Congressional District sits down with Dr. Alina Polyakova to reflec…

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GLED019 - Mid-Week Global Analysis — Market Dynamics & Strategic Positioning 4:23

23d ago4:23

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Tuesday morning mid-week global analysis for institutional real estate capital positioning following sustained post-FOMC momentum. Mid-Week Market Positioning: Federal Reserve's 25bp cut to 4.00%-4.25% maintaining sustained momentum. US 10-year Treasury at 4.14%-4.15% with commercial mortgage rates around 5.78%-6.34%. 30-year mortgage rates around …

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The data center surge: Building the backbone of the digital age 18:22

23d ago18:22

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In this episode, Fahmi Enam, head of Media Communications and Digital Infrastructure at J.P. Morgan Commercial Banking, is joined by Scott Wilcoxen, global head of Digital Infrastructure Investment Banking at J.P. Morgan. They dive deep into the world of digital infrastructure — exploring the critical role of data centers, fiber, and towers in powe…

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GLED018 - Week Ahead Positioning — Post-FOMC Momentum & Global Capital Deployment 4:10

24d ago4:10

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Monday morning week-ahead positioning analysis for institutional real estate capital following post-FOMC sustained momentum. Post-FOMC Week-Ahead Momentum: Federal Reserve's 25bp cut to 4.00%-4.25% creating sustained week-ahead opportunities. US 10-year Treasury at 4.15% showing fourth consecutive session of gains while commercial mortgage rates st…

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GLED017 - Post-FOMC Week Wrap-Up — Global Positioning & Weekend Advantage 3:44

27d ago3:44

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Friday afternoon post-FOMC week wrap-up analysis for institutional real estate capital positioning following Federal Reserve decision week. Post-FOMC Week Performance: Federal Reserve's 25bp cut to 4.00%-4.25% creating sustained week-long momentum. US 10-year Treasury at 4.14% with 30-year at 4.76% showing market adjustment while commercial real es…

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Digital assets unveiled: Industry insights and regulatory shifts 16:45

27d ago16:45

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In this episode, Tina Rathjen, from J.P. Morgan’s Securities Services Regulatory Practice, is joined by Kara Kennedy, co-head of Kinexys at J.P. Morgan, to explore the rapidly evolving world of digital assets and blockchain technology. Together, they discuss the opportunities and challenges presented by distributed ledger technology (DLT) and decen…

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Inside Cyber Diplomacy Redux: Episode 3 54:11

28d ago54:11

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CEPA’s Inside Cyber Diplomacy Redux podcast hosts foreign and tech policy leaders discussing the state of play in international cybersecurity policy. Engaging experts, innovators, and leaders around the globe, co-hosts Jim Lewis and Chris Painter shine a light on the international cybersecurity environment. In this episode, CEO of Christchurch Call…

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GLED016 - Post-FOMC Follow-Through — Global Capital Deployment & Currency-Driven Opportunities 3:49

28d ago3:49

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Thursday morning post-FOMC follow-through analysis for institutional real estate capital positioning following Federal Reserve decision execution. Post-FOMC Market Follow-Through: Federal Reserve's 25bp cut to 4.00%-4.25% creating sustained momentum. US 10-year Treasury rose to 4.13% with 30-year at 4.74% showing market adjustment while commercial …

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GLED015 - Post-FOMC Global Positioning - Central Bank Divergence & Cross-Border Capital Acceleration 3:56

29d ago3:56

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Wednesday morning post-FOMC global positioning analysis for institutional real estate capital following Federal Reserve decision execution. Global Central Bank Divergence Execution: Federal Reserve executed anticipated 25bp cut to 4.00%-4.25% range while ECB maintains rates creating 450bp policy spread. Currency-driven acquisition windows now fully…

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GLED014 - FOMC Decision Day - Global Central Bank Divergence & Cross-Border Capital Flows 3:54

1M ago3:54

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Tuesday morning FOMC decision day analysis for global institutional real estate capital positioning ahead of central bank divergence opportunities. **Global Central Bank Divergence:** Federal Reserve 93% probability 25bp cut to 4.00%-4.25% while ECB holds at 4.50% and BOJ maintains ultra-low rates. Currency-driven acquisition windows emerging for i…

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Rare earths, real impact: Inside the MP Materials deal 12:05

1M ago12:05

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In this episode, Ben Wilson, head of Natural Resources M&A at J.P. Morgan, is joined by Kevin Colborne, co-head of North American Mining , and Andrew Castaldo, co-head of Mid-Cap M&A. The group recaps J.P. Morgan's involvement in the public-private partnership between the U.S. Department of Defense and MP Materials. They explore the strategic impor…

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GLED013 - Week Ahead FOMC Positioning - Rate Cut Certainty, Maturity Wall, Global Capital Flows 3:58

1M ago3:58

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Monday morning week-ahead positioning for institutional real estate capital ahead of the most consequential FOMC meeting of 2025. **Fed Watch:** 96% probability of 0.25% cut at September 16-17 FOMC. Federal funds rate positioned to move from 4.25%-4.50% to 4.00%-4.25%. 10-year Treasury at 4.082% with new issues at 4.250%. Commercial mortgage rates …

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GLED012 - Fed Easing Setup - CMBS Maturity Wall, Cap Rates Hold, SWFs Pivot 5:28

1M ago5:28

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- Fed Watch: 92% probability of a 25 bps cut at the September 16–17 FOMC. 10-year UST ~4.04% near a five-month low; 5-year ~3.61%. Bank CRE rates ~5.70–6.22%; agency ~4.91–5.15%. - CMBS: Delinquency 7.29%; office ~11.7%. H1 2025 issuance at post-GFC highs, ~74–75% SASB. ~$150.9B 2025 maturity wall; ~23% office exposure. - Cap Rates: Stabilization c…

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Resilience and Risks: Insights from the European Leveraged Finance Conference 22:22

1M ago22:22

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In this episode, host Daniel Rudnicki Schlumberger, head of Leveraged Finance EMEA at J.P. Morgan, is joined by Andrew Crook, head of Leveraged Finance Sales, and Daniel Lamy, head of European Credit Strategy Research. Together, they unpack the highlights from J.P. Morgan’s 9th European Leveraged Finance Conference, exploring the latest trends, inc…

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GLED011 - Thursday ECB Decision Analysis 4:24

1M ago4:24

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Thursday morning, September 11th, ECB decision day, and while your competition waits for the announcement, we're delivering the decision-day global intelligence that positions institutional real estate capital with the market-moving information. **ECB Decision Day Intelligence:** - Market consensus expecting hold at 2.0% deposit rate (66 out of 69 …

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GLED010 - Wednesday Pre-ECB Positioning 3:15

1M ago3:15

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Wednesday morning, September 10th, and while your competition waits for tomorrow's ECB decision, we're delivering the pre-meeting global intelligence that positions institutional real estate capital ahead of the curve. **Wednesday Pre-ECB Positioning:** - ECB September 11 meeting tomorrow with market consensus expecting hold at 2.0% deposit rate - …

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GLED009 - Tuesday Central Bank Analysis 4:02

1M ago4:02

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Tuesday morning, September 9th, and while your competition analyzes yesterday's news, we're delivering the current global intelligence that positions institutional real estate capital for today's advantage. **Tuesday Central Bank Positioning:** - Fed September 16-17 FOMC meeting with 89% probability 25bp cut after weak jobs data - ECB September 11 …

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Navigating the Future: How AI, energy and health care will impact the corporate landscape 24:48

1M ago24:48

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In this episode, Rama Variankaval, global head of Corporate Advisory and Evan Junek, global head of Corporate Finance Advisory, share insights from their newly released report, "Navigating the Future." The report explores how artificial intelligence, energy trends and healthcare innovations are set to reshape the business landscape over the next de…

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GLED008 - Monday Week Ahead Positioning 3:47

1M ago3:47

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Monday morning, September 8th, and while your competition digests weekend news, we're delivering the week ahead global intelligence that positions institutional real estate capital for five days of advantage. **Week Ahead Central Bank Intelligence:** - Fed September 16-17 FOMC meeting with 25bp cut expected after weak August jobs data (22,000 payro…

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August jobs report: "The job market continues to soften" 9:42

1M ago9:42

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The August jobs report came in weaker than expected, with the U.S. economy adding just 22,000 jobs. The unemployment rate also crept up to 4.3% — the highest in nearly four years, suggesting that labor demand is softening more than supply. Does this all point to a larger rate cut in September? And what’s the latest in the Fed’s battle to preserve i…

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GLED007 - Friday Weekend Analysis 7:37

1M ago7:37

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Friday afternoon, September 5th, and while your competition shuts down for the weekend, we're delivering the global intelligence that positions institutional real estate capital for Monday's advantage. **Weekend Global Positioning:** - Fed September 17 meeting with 99.4% probability of 25bp cut - ECB holding at 2.00% deposit rate after eight cuts s…

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GLED006 - Thursday Cross-Border Capital Analysis 7:33

1M ago7:33

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Thursday morning, September 4th, and while your competition focuses on domestic Fed chatter, we're delivering the global intelligence that positions institutional real estate capital across borders and currencies. **Global Central Bank Divergence:** - Fed cutting to 4.25%-4.5% while ECB holds at 2.00% deposit rate after eight cuts since 2024 - Gold…

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GLED005 - Wednesday Mid-Week Analysis 6:49

1M ago6:49

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Wednesday morning, and while your competition operates on Monday's stale data, we're delivering the mid-week intelligence that positions institutional real estate capital for today's advantage.**Wednesday Market Pulse:**- SOFR steady at 4.34% with September average forecast 4.339%- September 16-17 FOMC meeting approaching with 87% probability of 25…

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Trading Insights: Retail vs. institutional investor divergence 15:17

1M ago15:17

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In this episode, join three members of the Data Assets & Alpha Group — group head Eloise Goulder, product specialist Edwina Lowe and head of Data Intelligence Luca Rainero. They discuss the extent to which retail and institutional investor flows and sentiment have diverged, with retail aggressively buying the dip during and after April’s market low…

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GLED004 - Tuesday Market Analysis 6:16

1M ago6:16

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Tuesday morning, and while your competition is still digesting yesterday's news, we're delivering the intelligence that positions institutional real estate capital for today's advantage. **Tuesday Market Pulse:** - Treasury at 4.25% (slight decrease from previous session) - 2-Year at 3.64% - SOFR steady at 4.34% - Fed funds maintained at 4.25%-4.5%…

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GLED003 - Monday Week Ahead Positioning 6:38

2M ago6:38

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Monday morning, and while your competition is still catching up on weekend news, we're delivering the week ahead intelligence that positions institutional real estate capital for five days of advantage.**Week Ahead Markets:**- Fed meeting September 17th with 95% probability of 25bp cut- Treasury at 4.23% (down 15bp this month)- SOFR at 4.34% overni…

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The evolution of online sports betting 18:29

2M ago18:29

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With the 2025 NFL season right around the corner, Briggs Barton, a specialist for the U.S. Consumer sector, and Dan Politzer, an analyst covering Gaming and Lodging for J.P. Morgan Global Research, delve into the rapidly evolving online sports betting industry. They discuss key trends such as parlay adoption, mobile penetration and micro-betting, a…

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002: Weekend Strategic Positioning 6:32

2M ago6:32

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Friday evening, and while your competition heads to happy hour, we're delivering the weekend intelligence that positions institutional real estate capital for Monday's advantage.**The Week That Moved CRE Markets:**- Treasury moved from 4.73% to 4.68% this week- SOFR down 3 basis points to 4.55%- Impact on $100M+ permanent loans and construction fin…

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001: Thursday Market Analysis 6:47

2M ago6:47

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Thursday morning, and while everyone else is reading yesterday's news, we're delivering tomorrow's advantage. Today's intelligence brief covers the 10-year Treasury move to 4.73%, SOFR positioning at 4.58%, and critical market intelligence on conduit lender discipline.**Key Intelligence:**- Treasury and SOFR movements impacting $100M+ permanent loa…

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M&A trends and opportunities: A global perspective 21:31

2M ago21:31

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This episode of What’s The Deal? delves into the dynamic landscape of mergers and acquisitions. Jay Hofmann, head of North American M&A at J.P. Morgan, is joined by his colleagues, Cassander Verwey, co-head of Europe, Middle East and Africa M&A, and Rohit Chatterji, head of Asia Pacific M&A. Together, they explore global trends, regional difference…

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Trading Insights: Behavioral biases and their impact on investing decisions 20:11

2M ago20:11

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This episode features Michelle Baddeley, Professor of Economics at Sydney’s University of Technology (UTS) and author of several books on behavioral economics and finance. She sits down with Eloise Goulder, head of the Data Assets & Alpha Group at J.P. Morgan, to discuss the impact of behavioral biases — such as loss aversion, anchoring and confirm…

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What does the July CPI report tell us about inflation trends? 20:31

2M ago20:31

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Tariffs are starting to feed into consumer prices; however, falling energy and food costs are offsetting the increase to some degree. In this episode of Research Recap, chief global economist Bruce Kasman and head of U.S. Inflation Strategy Phoebe White unpack the numbers from the July CPI report. Will we see further tariff pass-through in the comi…

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Trading insights: “Staying positive, though markets could be choppier" 13:02

2M ago13:02

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In this episode, John Schlegel, head of the Global Positioning Intelligence team at J.P. Morgan, is joined by Andrew Tyler, head of the Global Market Intelligence team, to discuss the changing macro landscape and its impact on markets. Together, they explore how the recent jobs report numbers, the inflationary impulse from U.S. tariffs and the fluc…

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July jobs report: A marked slowing in job creation 9:46

3M ago9:46

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Firms aren't shedding workers, yet the pace of hiring has slowed. What do these mixed labor market signals mean for the broader economy? In this episode, Lauren Brice is joined by Mike Feroli, J.P. Morgan's chief U.S. economist, to unpack the numbers from the latest U.S. jobs report. They discuss the impact of lower immigration, the significance of…

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Is AI the solution to data analytics challenges? 14:07

3M ago14:07

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As portfolios increase in complexity, measuring performance can prove all the more difficult. In this episode, Jason Mirsky, head of Data Solutions for Securities Services, chats with Anthony Booth, head of Fusion Analytics and Reporting at J.P. Morgan. They examine the hurdles institutional investors must clear to access high-quality data and the …

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Inside Cyber Diplomacy Redux: Episode 2 39:10

3M ago39:10

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CEPA’s Inside Cyber Diplomacy Redux podcast hosts foreign and tech policy leaders discussing the state of play in international cybersecurity policy. Engaging experts, innovators, and leaders around the globe, co-hosts Jim Lewis and Chris Painter shine a light on the international cybersecurity environment. In this episode, the hosts debrief the ou…

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A deep dive into financing in Latin America 25:24

3M ago25:24

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How are Latin American debt capital markets faring? In this episode, host Amaury Guzman from the Leveraged Finance desk speaks with Lisandro Miguens, head of Latin America Debt Capital Markets at J.P. Morgan. They explore how the region compares with the U.S., ways of raising capital, and how to assess market performance and opportunities for borro…

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Trading Insights: Intraday options, levered ETFs and the retail investor 17:19

3M ago17:19

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In this episode, Matthieu Boisot, head of Cross-Asset, Volatility and Intraday Product Development for Quantitative Investment Strategies (QIS), sits down with Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan. They explore the growth in both shorter-dated options and levered ETFs, as well as the participation of retail investo…

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Trading Insights: Systematic investing, with Aspect Capital’s co-founder Martin Lueck 25:49

3M ago25:49

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In this episode, Martin Lueck, co-Founder and Research Director at Aspect Capital, and formerly co-Founder of AHL, now part of MAN Group, is in discussion with Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan. They touch on why trend has been such a powerful market attribute through time, the power of harvesting these signals …

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A CIO’s view: Insights from 30 years of hedge fund investing 25:50

3M ago25:50

25:50

Paul Zummo, Chief Investment Officer of J.P. Morgan Alternative Asset Management, joins Kumar Panja, EMEA head of the Capital Advisory Group at J.P. Morgan, as they celebrate 30 years of investing in hedge funds and other alternative asset classes. Zummo contrasts the early days, characterized by limited data and conventional strategies, with today…

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Empowering directors: Practical perspectives for boardroom success 15:26

3M ago15:26

15:26

Following the 2025 J.P. Morgan Board Summit, join Charlie Post, co-head of Media & Communications M&A, Chris Ventresca, global chairman of Investment Banking and M&A and Jessica McIntosh from the Director Advisory Services team, as they delve into the pressing challenges confronting public company directors today. This engaging discussion covers th…