Best J.P. Morgan Asset Management Market Insights Podcasts (2025)

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Rob Arnott & Cam Harvey on Passive Investing Risks, The AI Boom & Stimulus That Doesn’t Stimulate | #587 1:12:36

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1d ago1:12:36

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Today’s guests are Rob Arnott, founder and Chairman of the board of Research Affiliates, and Campbell Harvey, Head of Research at Research Affiliates and Professor of Finance at the Fuqua School of Business at Duke University. In today’s episode, Rob and Cam touch on the state of value investing in a megacap dominated market, emphasizing the potent…

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Built from Scratch: How ABC Impact Became Asia’s Largest Impact Fund | Sugandhi Matta (#091) 1:32:19

3d ago1:32:19

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My guest today is Sugandhi Matta, Chief Impact Officer at ABC Impact – the largest Pan-Asian impact-dedicated private equity fund, with nearly $900 million in AUM. Sugandhi began her career focused on growth and returns — first at Temasek, and later at Actis. But after a breast cancer diagnosis in her early thirties, she returned to work with a new…

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Whitney Baker on the End of ‘Buy the Dip’ & the American Bubble | #586 1:46:05

8d ago1:46:05

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Today we’re joined by Whitney Baker, founder of Totem Macro and one of the sharpest minds in macro investing. Whitney was previously the head of Emerging Markets at Bridgewater Associates and worked at Soros Fund Management under current Treasury Secretary Scott Bessent. In today’s episode, Whitney discusses the current macroeconomic landscape, emp…

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Alternative Realities: Growth equity's new frontier 25:10

9d ago25:10

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Watch the video version on YouTube. With economic uncertainty slowing exits and borrowing costs remaining high, investors are becoming more selective in their targets. Meanwhile, groundbreaking advancements in AI and other technologies are driving compelling growth stories, yet those not involved in the startup and growth phases risk missing out on…

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Too Big for Microfinance, Too Risky for VC: Bridging the "Missing Middle" Capital Gap in Latin America | Michelle Arevalo-Carpenter (#090) 1:54:03

10d ago1:54:03

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My guest today is Michelle Arevalo-Carpenter, Co-Founder of IMPAQTO and General Partner at IMPAQTO Capital. Michelle is a human rights lawyer by training, a fund builder by calling, and one of the most compelling system-reimaginers I’ve ever had on the show. Michelle’s journey has taken her from a small apartment in Quito to the halls of Oxford and…

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Economic Sogginess and the Market Party 10:30

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When we bought our first home, the builder neglected to mention that it was built upon a river. Of course a river at the bottom of a garden is a charming sight. Something that seeps up through the cellar is less attractive, and so, in due course, the builder was called back to install a sump pump. Our young sons were fascinated by the hole in the b…

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Kim Flynn - Unlocking Alternative Investments | #585 56:34

15d ago56:34

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Today’s guest is Kim Flynn, President of XA Investments, which helps provide access to alternative investments. She was previously the Head of Product Development for Nuveen Investments Global Structured Products Group. In today’s episode, Meb and Kim discuss the democratization of alternative investments in relation to the recent explosion of inte…

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Uncovering Opportunities in Emerging Market Debt 22:20

16d ago22:20

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Watch the video version on YouTube In the world of fixed income markets, investors are constantly navigating through a landscape marked by shifting economic dynamics and global diversification trends. As emerging market debt gains traction amid recent policy changes and currency fluctuations, the allure of higher yields and diversification opportun…

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In Case You Missed It: Must-Hear Impact Highlights From April 2025 (#089) 1:56:47

17d ago1:56:47

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This spring, I had the chance to talk with four incredible guests, each with a different take on what it really means to put money to work and invest in line with your values. Across late March and April, we explored climate-smart timber, social finance powered by dormant bank accounts, fully impact-focused wealth advising, and how catalytic capita…

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The Macro Jigsaw 12:49

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When I was growing up, school holidays weren’t packed with organized activities. Sometimes, to relieve the boredom of a rainy day, I would tackle a jigsaw – I remember one particularly challenging 1000-piece puzzle which, when completed, promised to reveal a charming picture of Dutch skaters on a frozen lake.…

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Cole Wilcox on The Power Law of Investing | #584 1:05:02

22d ago1:05:02

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Today’s guest is Cole Wilcox, CIO of Longboard Asset Management, a boutique asset manager specializing in alternative investment strategies. In today’s episode, Cole walks through one of my favorite papers of all time, Does Trend-Following Still Work On Stocks? Hint: it does. Cole explains why you have to be a good loser to be a good investor, how …

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Alternative Realities: From Europe to Asia: Trends in alternative investments 31:13

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Watch the video version on YouTube. Over the last two decades, the alternative investment industry has undergone significant changes globally as investors at all levels increasingly seek the unique returns and diversification benefits these assets offer within their portfolios. With the growing popularity of alternative investments, there's an incr…

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Impact Update: What’s Working, What’s Not, and What’s Next with Eric Rice (#088) 57:47

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My guest today is Eric Rice – back for his second appearance on the podcast. When we first spoke, he was running one of the only public equity funds in the impact space available to retail investors. Now, that fund has been shut down, the capital returned, and Eric has moved to private equity – specifically, to SEAF, an investor in emerging market …

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Apollo's Alex Wright on The Role of Private Markets in Modern Portfolios | #583 50:06

29d ago50:06

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Today’s guest is Alex Wright, Global Wealth Strategist at Apollo. In today’s episode, Alex discusses the fragility of public markets, citing high valuations, rising correlations, and limited diversification opportunities, which prompt a need to reassess traditional 60/40 portfolios. Then he walks through the opportunity in private markets, includin…

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Community Investing Myth Busters: Four Investors Who Go Where Banks Won’t (#087) 2:18:15

1M ago2:18:15

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This 4-in-1 compilation episode is about capital that doesn’t flow on its own. It has to be pushed into places with no pitch decks and no polished management teams. The places where spreadsheets say “too risky,” but the need is obvious to anyone paying attention. This is capital for the common good, yes – but it’s also capital that works. These are…

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Policy and the Investment Landscape: An Update 13:58

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This week, after a very busy few months, I am putting down my pen, picking up my metaphorical spade and bucket and taking some vacation time. 2025, so far, has been a challenging year for analysts and it is tempting, as I’m trying to clear my desk, to assert that not much has changed over the past few weeks and so I don’t need to update any analysi…

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BCG’s Philipp Carlsson-Szlezak on Global Macro: Recession Risk, Tariffs, Debt Dynamics | #582 46:35

1M ago46:35

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Today’s guest is Philipp Carlsson-Szlezak, Global Chief Economist at BCG and author Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk. In today’s episode, Philipp starts by sharing his framework to assess macroeconomic risk, emphasizing the importance of adapting to changing global conditions. Then he applies that framework to…

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Treasuries, trends and tactics 21:41

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Watch the video version on YouTube. In the ever-evolving landscape of fixed income markets, investors are faced with increased policy uncertainty and interest rate volatility. The Federal Reserve finds itself caught between signs of slowing economic momentum and the unpredictable impacts of tariffs. This environment has intensified concerns over fo…

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Breaking the Investor Mold: Inside 4 Women-Led Funds Driving Real Impact & Real Returns (#086) 1:49:30

1M ago1:49:30

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This 4-in-1 compilation episode focuses on a persistent disconnect between capital and capability: women are founding businesses at record rates and leading high-performing funds, yet the capital rarely follows. In other words, women are underrepresented both in receiving and managing capital. Today’s episode is about those pushing back against tha…

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Alternative Realities: Managing market volatility with alternative investments 25:49

1M ago25:49

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Watch the video version on YouTube. It has been a busy and volatile month in the markets, one that certainly reminded us of the value of being diversified across public as well as private markets. Alternative investments have historically been limited to institutions like pension funds and insurance companies, due to high investment minimums and a …

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From £10M to £2B: Michele Giddens “Bridges” Impact Purpose with Double-Digit Returns (#085) 1:28:07

2M ago1:28:07

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My guest today is Michele Giddens, Co-Founder and CEO of Bridges Fund Management — one of the early architects of impact investing, before the term was even coined. Bridges now has over £2 billion in AUM invested in private equity and property, but back in 2002, it began with little more than a blank sheet of paper and a conviction that capital cou…

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A Softer Sort of Slowdown 11:17

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There have only been two U.S. recessions since 2001 – the Great Financial Crisis and the Pandemic Recession. Both of these were huge – accounting for two of the only three times since the 1940s that the unemployment rate has vaulted to double digits. However, because the recessions of our recent memory have been so dramatic, investors may not appre…

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Equity research insights: Key analyst takeaways & top investor questions 20:53

2M ago20:53

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Watch the video version of YouTube. In our thirteenth season of Insights Now, we delved into the research that informed our portfolio managers' investment strategies. Gabriela Santos engaged in insightful discussions with top-tier buy-side equity research analysts from J.P. Morgan Asset Management, covering a diverse array of sectors such as semico…

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Jeremy Grantham, John Arnold & Sam Zell Share Their Most Memorable Investments | #581 19:54

2M ago19:54

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Today’s episode features the most memorable investments from Jeremy Grantham, John Arnold and Sam Zell. (0:00) Starts (0:53) Jeremy Grantham (5:25) John Arnold (8:24) Sam Zell To listen to the full episodes, click the links below: Jeremy Grantham I: Apple, Spotify, YouTube Jeremy Grantham II: Apple, Spotify, YouTube John Arnold: Apple, Spotify, You…

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Building the Green Bond Market With No Playbook: Lessons From 500+ Deals in Sustainable Finance | Romina Reversi (#084) 1:27:16

2M ago1:27:16

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My guest is Romina Reversi, Managing Director and Head of Sustainable Investment Banking Americas at Crédit Agricole CIB — one of the banks that helped write the very rules of the green bond market, and has stayed near the center of gravity ever since. Romina’s path into banking didn’t start with a mission to change the world. It started with a lov…

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Tracking the Economic Slowdown 9:51

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A crowd is gathered around the sickbed of the economic expansion. Among the multitude are the workers, consumers and business people who would be most impacted by its demise. There are political partisans too, some fervently praying for recovery, others quietly hoping for the opposite. At the foot of the bed are fiscal and monetary doctors, the for…

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Alternative Realities: The future of private credit investing 29:32

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Watch the video version on YouTube. In this episode of Alternative Realities, we explore the dynamic world of private credit with Aaron Mulvihill, Global Market Strategist at J.P. Morgan Asset Management, and Lynnette Ferguson, Global Co-Head of Investment Specialists for J.P. Morgan Alternative Asset Management, as they discuss the significant gro…

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Carl Kawaja – Navigating the Investment Landscape: AI, Tariffs, Sports Gambling & More| #580 1:07:13

2M ago1:07:13

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Today’s guest is Carl Kawaja, a Portfolio Manager with Capital Group for over three decades. In today’s episode, Carl shares insights into his investment philosophy, early experiences, and the current market landscape. He discusses the transformative impact of AI on semiconductor demand, the challenges posed by tariffs and supply chain dynamics, an…

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Fixing Finance: Inside Triodos' €6B Pure-Play, Impact-Only Asset Manager | Hadewych Kuiper (#083) 1:42:56

2M ago1:42:56

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My guest today is Hadewych Kuiper, Managing Director at Triodos Investment Management — a pure-play impact investing firm since day one, with a 30-year track record of turning capital into systemic change. However, Hadewych didn’t arrive in finance with a grand plan to change the system. Her journey began in a small town in the north of the Netherl…

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Recession Risks, Resilience and American Exceptionalism 10:06

2M ago10:06

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Last weekend, I neglected to finish my Notes on the Week Ahead as I got caught up in watching the Masters. In truth, it was mostly a battle between Rory McIlroy’s emotions, which produced two double-bogeys in his final round, and his exceptional skill, which propelled his second playoff shot to within three feet of the hole. I was particularly happ…

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Forecasting the future of financials 20:40

2M ago20:40

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Watch the video version on YouTube. Financials, the second largest sector in the S&P 500, has had its fair share of ups and downs in recent years. As the Federal Reserve kicked off its aggressive rate hiking campaign in 2022, the yield curve inverted, loan growth slowed and M&A activity plummeted, all of which hampered earnings growth. Then, in Mar…

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Zeal Breaks the Mold: How Backing Overlooked Founders Delivers 3–4X on Invested Capital | Nasir Qadree (#082) 1:28:40

2M ago1:28:40

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Today's guest is Nasir Qadree, Founder and Managing Partner of Zeal Capital Partners – a venture platform based in Washington, D.C., that’s reimagining how capital flows by focusing on inclusion, economic mobility, and systems change. Nasir was raised in Atlanta between two very different worlds – one shaped by his hardworking mother and the other …

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UBS’ Paul Donovan on Tariff Trouble, Swiftonomics & Republican Swings | #579 52:09

2M ago52:09

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Today’s guest is Paul Donovan, Chief Economist of UBS Global Wealth Management. In today’s episode, Paul discusses the impact of structural changes in the economy, particularly in relation to flexible working and demographic shifts. The discussion also touches on the disparities in innovation between the US and Europe, the ongoing trend of spending…

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Alternative Realities: Tech-driven alternative investment 20:21

2M ago20:21

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Watch the video version on YouTube. In this episode of Alternative Realities, we delve into the transformative landscape of venture and growth equity investing with a focus on technology and healthcare. Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by Patrick McGoldrick, Managing Partner of J.P. Morgan Private …