All Episodes
Making Sense — 337 episodes
Navigating credit markets in 2026: “Don’t let the macro narrative overwhelm the micro”
The future of treasury: From back office to strategic forefront
How is automation shaping emerging markets?
What's next for tech equity capital markets in a record year for mega-cap IPOs?
Innovate to simplify: Structuring for modern markets
The capital required for critical supply chains
Power surge: The US electricity derivatives boom, with ElectronX
The new defense playbook: Partnerships, capital, capability
Global equities check-in: Europe strong, Asia rebuilding
CPI, inflation & IMAX: Why “fun” still feels expensive
Inside Blackstone’s hedge fund investing platform
July jobs report: How a big headline miss may be overstating weakness
Geopolitics vs. markets: How might the US, China and Iran reshape global risk?
Deals and discipline: What’s driving markets at mid-year?
Momentum vs. fundamentals in the AI trade: Insights from BlackRock
Sifting through shifts in Asia Pacific gold trading
The rise, reach and rallying power of the retail investor in Asia
What’s driving the systematic shift in commodities trading?
The future of commerce: Why checkout matters most
2026 mid-year outlook: Resilient growth, sticky inflation, shifting Policy
Dealmaking in healthcare: A mid-year pulse check
Coming soon: 2026 Global Research mid-year outlook (Full episode out Monday)
Security and Resiliency in Action: Powering the AI revolution
Emerging market credit: Liquidity in a new era
Equities update at mid-year: What drove the recent rally and what’s next?
Airline industry outlook: Fuel, fares and demand shifts heading into summer
Unlocking liquidity: The evolution of structured financing in private markets
Convergence in motion: Inside the institutional blockchain shift
A quant’s guide to finding alpha in commodities trading
What to expect from a Warsh-led Fed
Staying a step ahead in the bold new era of shareholder activism
The hidden costs of resilience: Financing the new supply chain reality
April jobs report: “Better than expected,” signs of resilience, and AI’s impact
The interplay between liquidity and collateral
ETFs and mutual funds: What dual share classes could mean for investors
How are retail investor dynamics shaping equity markets?
Explaining the disconnect between geopolitics and markets
Equities are back to all-time highs — what’s next?
The credit mosaic: A unified approach to the future of trading
Inflation in focus: Unpacking the March CPI report
Security and Resiliency in Action: Supercharging the energy supply chain
Private credit: Performance vs. liquidity
March jobs report: Healthy labor market, slower supply, more volatility
EMEA in Conversation | Eyes on Europe
Portfolio trading is reshaping credit - here's how
Why clean tech companies are critical for energy security
Exploring the evolving Asian consumer and investor base with Dymon Asia
Examining the AI value chain with Horizon Global Partners
How are geopolitics and AI trends impacting leveraged finance?
From stalling home prices to new reforms: Will US housing activity pick up?
What lies ahead for Iran and the wider region?
Blockchain breakthroughs: “You can’t innovate from afar”
Inflation in focus: Unpacking the latest CPI report
EMEA in Conversation | Middle East in Motion
What's in store for the silver market in 2026?
Is "another year of good growth" ahead for the US economy?
AI Risk and opportunity: The state of tech lending
Rally or retreat: What‘s next for US equities?
What’s the outlook for credit financing in 2026?
How events in Venezuela could reshape global commodities
December Jobs Report: Will the US economy remain in a “low-hire, low-fire” mode?
2026 Corporate Compass: Market resilience, AI and geopolitics
2026 outlook: What’s next for markets and the global economy?
The Supreme Court, executive power and market implications
Mega deals and market shifts: 2025 investment banking recap and 2026 outlook
Live from the trading floor: Views on global rates, FX, and EM
Trading Insights: What to watch in equity markets heading into year-end
AI, policy and the future of US power trading
Trading Insights: Unpacking innovations in quantitative investment strategies (QIS)
Uncharted territory: Unpacking the longest government shutdown on record
“It’s not just innovation, it’s impact”: How AI is revolutionizing healthcare
Live from Money20/20 Middle East: Moving money, shaping futures
How stablecoins are reshaping global finance
"Bending, not breaking": The global economy’s new normal
Trading Insights: Exploring trend-following strategies with Lynx’s CEO
Inside Tech Stars 2025: From IPOs to defense tech
Trading Insights: US policy and the impact of tariffs
Shutdown showdown: Economic and market impacts explained
From geopolitics to rate cuts: What’s shaping commodities markets?
Trading Insights: Why macro matters for systematic investors
The data center surge: Building the backbone of the digital age
Digital assets unveiled: Industry insights and regulatory shifts
Rare earths, real impact: Inside the MP Materials deal
Resilience and Risks: Insights from the European Leveraged Finance Conference
Navigating the Future: How AI, energy and health care will impact the corporate landscape
August jobs report: "The job market continues to soften"
Trading Insights: Retail vs. institutional investor divergence
The evolution of online sports betting
M&A trends and opportunities: A global perspective
Trading Insights: Behavioral biases and their impact on investing decisions
What does the July CPI report tell us about inflation trends?
Trading insights: “Staying positive, though markets could be choppier"
July jobs report: A marked slowing in job creation
Is AI the solution to data analytics challenges?
A deep dive into financing in Latin America
Trading Insights: Intraday options, levered ETFs and the retail investor
Trading Insights: Systematic investing, with Aspect Capital’s co-founder Martin Lueck
A CIO’s view: Insights from 30 years of hedge fund investing
Empowering directors: Practical perspectives for boardroom success
June jobs report: Better than expectations
Uncertainty reigns: The market outlook at mid-year
Serving up success: Crabel Capital Management’s evolution
Navigating the hedge fund frontier: Insights from the Elo Pension Fund
Trading Insights: Data in the discretionary investment process with AKO Capital’s CEO
Trading Insights: The rise in European trading volumes
A deep dive into the world of investment-grade private credit
Private credit branches out
May jobs report: “Steady as she goes”
Are conditions favorable for an IPO market boom?
Back to basis: Why the Treasury basis trade is in focus
Navigating the bank loan market: Trends, volumes and strategies
Trading Insights: All about alternative data
Opportunities and headwinds for financial sponsors in 2025
Humanoid robotics: A deep dive into automation’s next frontier
Tariffs and trade tensions: How can companies manage the fallout?
A new era of credit portfolio trading?
Trading Insights: A tactical US equity rally?
April jobs report: Solid growth stands out against economic uncertainty
Securities taxation: Why custodians must adapt
Trading Insights: Data vs. model – what’s more important?
Navigating volatility: M&A and leveraged capital markets update
President Trump’s first 100 days: What’s happened and what’s next?
From tariffs to tightness: What’s happening in the US housing market?
Leveraged finance trends: ‘Be ready to be nimble’
Trading Insights: How the Bank of England harnesses AI and data
Jobs, tariffs and the Fed: Recapping the March US employment report
Navigating the future of sustainable finance
Trading Insights: A structural shift in European geopolitics
Is the gender pay gap closing?
Payments Unbound: Tackling fraud in a digital world
30 years of growth: Insights from J.P. Morgan's Global Leveraged Finance Conference
Trading Insights: Navigating US equity market fluctuations
The impact of EMIR 3.0 on Euro swaps trading
Trading Insights: Incorporating sustainability into the investment process
Trading Insights: Evolution of the markets structuring business
Debt Restructuring: Recent trends, insights and market dynamics
Trading Insights: Can US exceptionalism keep its shine?
2025 e-Trading Insights: What’s top of mind for institutional traders?
January jobs report: 'A pretty favorable picture overall'
From uncertainty to opportunity: The future of EMEA dealmaking
Navigating Asia’s bond and equity markets
Trading Insights: Risk and reward for European equities post-YTD rally
Navigating the hedge fund frontier: Insights from CPP Investments
Trading Insights: US equities: Buy the dip or brace for volatility?
2025 Corporate Compass: Insights for a transformative year
A year of divergence: The market and economic outlook for 2025
Trading Insights: AI in the macro process, with Balyasny’s head of Macro Research & Chief Economist
“A year of surprises”: Global capital markets recap and 2025 outlook
Trading Insights: Thinking ‘Future Back’, with J.P. Morgan’s head of Corporate Futurism
Trading Insights: Long-term investing for a long-term mission, with Wellcome Trust
Trading Insights: A post-election rally in US equities
How Trump 2.0 could impact the global economy and markets
Trading Insights: QIS developments and the use of LLMs
How hedging market risk is changing
Navigating the hedge fund frontier: Insights on early-stage investing
More questions than answers in the October jobs report
How bond ETFs are shaping the trading landscape
The surge in ETFs: A great growth story
Tech Stars Conference: What's next for EMEA tech?
T+1 deep dive, part 2: Future outlook for Asia and Europe
T+1 deep dive, part 1: Lessons learned from the US rollout
The four W's driving food insecurity: War, weather, waste and water
Trading Insights: How high is positioning in US equities?
Trading Insights: An intersection between quant and fundamental investing, with Matt Jones, Global PM at Fidelity
Payments Unbound: The future of cross-border payments
Unpacking September's unexpectedly robust jobs report
What's driving growth for founders today?
Debt capital markets: A post-summer deep dive
Trading Insights: Evolution of the US ETF market
Leveraged finance markets: As good as it gets?
What’s next for private credit?
India's private equity boom: Insights and opportunities
Trading Insights: Tracking the retail investor via social media data
Recession or slowdown? Navigating uncertainty
Pivotal themes in public finance
What’s in store for back-to-school spending?
Market recap: Key takeaways from August's volatility
Power trading amps up
Advancing Alternatives: Robyn Grew, CEO of Man Group
Private credit in focus: A deep dive into direct lending
Technology's role in the new private market landscape
Digitization of portfolio management and J.P. Morgan’s Vida platform
The future of food: A conversation with Infinite Roots
Standout themes in Mexico’s FX and rates markets
Could July’s jobs report lead to a series of rate cuts?
Unpacking the investment banking outlook in Asia Pacific
Tactical US equity view as earnings ramp up
What’s the outlook for markets and the economy in post-election India?
Rowing to success at J.P. Morgan
The market outlook at mid-year: A long road to normal
How is innovation reshaping the future of healthcare?
Are animal spirits driving M&A in the UK and EMEA?
Powering growth through partnership: Mid-Cap investment banking & financial sponsors
US equities at all-time highs
Does the June jobs report indicate a soft landing?
What’s shaping the capital markets in 2024?
The evolution of FICC markets
The AI supply chain, with Timefolio’s Singapore CIO
What’s driving rent inflation?
The Tech Pulse: Inside the 2024 technology investment landscape
Data Assets & Alpha Group: An underperformance in European equities
State of the High Yield Debt Capital Markets
J.P. Morgan’s Board Summit: Takeaways for Directors in 2024
Data Assets & Alpha Group: Extending the trend, with J.P. Morgan’s Lead CTA Structurer
May jobs report exceeds expectations
IPO Comeback: What’s driving the uptick?
What are the implications of the upcoming elections?
Data Assets & Alpha Group: Harnessing equity alphas, with Jupiter’s Head of Systematic Equities (Part 2)
Data Assets & Alpha Group: Harnessing Equity Alphas, with Jupiter’s Head of Systematic Equities (Part 1)
High Tides Lift All Boats: Connecting for Success at J.P. Morgan's Board Summit
FICC Market Structure: The evolving execution ecosystem
How are streaming platforms reshaping entertainment?
Unpacking renewable energy across Asia Pacific
More upside risks for the oil market?
Data Assets & Alpha Group: A special-situations approach to Alpha, with Blantyre Capital’s Founder and CIO
April jobs report shows signs of cooling
Data Assets & Alpha Group: An equities dip to be bought?
Data Assets & Alpha Group: Equity concentration risks and the retail investor
FICC Market Structure: Tapping into Asia’s markets
Data Assets & Alpha Group: Evolution of data management – and where to next
Mobilizing development finance in Asia Pacific
How is the generative AI landscape evolving?
March jobs report underscores labor market tightness
How can tax equity spur the energy transition?
Data Assets & Alpha Group: APAC equity market structure & the liquidity landscape
How are rising cocoa prices impacting chocolate brands?
The EMEA Brief: Unpacking investment banking dynamics in the region
The Future of Development Finance: Balancing impact and returns
Data Assets & Alpha Group: What’s next for European equities?
Is demand for electric vehicles slowing down?
Navigating the Green Investment Frontier: Insights from the Clean Tech Stars Conference
Data Assets & Alpha Group: Data in the stock picking process, with BlackRock’s EMEA CIO of Fundamental Equities
Some signs of cooling in the February jobs report
Soft Landing? M&A Boom? Unpacking the Global High Yield & Leveraged Finance Conference
Data Assets & Alpha Group: A macroeconomic approach to investing, with Fulcrum’s Chief Research Officer
FICC Market Structure: Blockchain’s case for liquidity
China’s economic outlook and policy pathways for 2024
Strategic investment themes for 2024
Data Assets & Alpha Group: Can US equities break even higher?
What to expect at the 2024 High Yield & Leveraged Finance Conference?
FICC Market Structure: The future of electronic trading
Surprising payroll and wage gains in the latest jobs report
Data Assets & Alpha Group: Asset Allocation amid Climate Risks, with Fidelity Intl Macroeconomist
A bullish outlook for gold in 2024?
“Opening with a Bang”: An update on the European Leveraged Finance Markets
The Global Economy in 2024: Trends and Surprises with Michael Cembalest
Insights from J.P. Morgan’s 42nd Healthcare Conference
2024 Global Inflation Outlook
Data Assets & Alpha Group: 2023 Surprises and a Look Ahead
A Guide to Navigating 2024 for Corporate Decision Makers
Data Assets & Alpha Group: US Macro & Positioning Views - January 2024
December jobs report beats estimates
Data Assets & Alpha Group: The Evolution of Systematic Strategies, with Aspect Capital’s CEO (Part 2)
FICC Market Structure: Uncovering Key Trends in EM Swaps
Data Assets & Alpha Group: The Evolution of Systematic Strategies, with Aspect Capital’s CEO (Part 1)
What’s the Outlook for Holiday Shopping This Season?
Data Assets & Alpha Group: Demystifying AI in the Financial Domain (Part 2)
2024 Outlook: Windows of Opportunity, Bouts of Volatility
Data Assets & Alpha Group: Demystifying AI in the Financial Domain (Part 1)
FICC Market Structure: Breaking Down Basel III: What the US Proposals Could Mean
Does the November Jobs Report Point to a Soft Landing?
2024 Investment Banking Outlook
Why is Cybersecurity in the Spotlight?
The Growing Appetite for Obesity Drugs
How Can Sustainable Finance Make a Global Impact?
A Perfect Storm of Growth in Debt Private Placements
What’s the Outlook for Energy Markets in 2024?
Data Assets & Alpha Group: The Case For Further Near-Term US Upside
Ready to Navigate Market Windows?
Signs of Softening in the October Jobs Report
Data Assets & Alpha Group: Trend-following in alternative markets, with Florin Court’s Deputy CIO
Will Halloween Lead to a Strong Holiday Season?
Key Takeaways From the IMF/World Bank Annual Meetings
Considering an IPO? Themes and Thoughts on the Next Wave
Is The Economy on Track for a Soft Landing?
Setting New Standards for Corporate Hybrid Bonds
Data Assets & Alpha Group: Using Complex AI Techniques to Invest; with HF Founder Renee Yao
FICC Market Structure: Top of Mind Themes for Q4
Are There More Optimistic Times Ahead for Europe?
Data Assets & Alpha Group: Diving into Social Sentiment, with BUZZ Index Founder Jamie Wise
What’s Scott Galloway’s Secret to Good Leadership?
September Jobs Report Exceeds Expectations
Data Assets & Alpha Group: A Discretionary Investing Lens, with Carmignac’s UK CEO
Debt Capital Markets Have Turned a New Leaf This Fall
Data Assets & Alpha Group Podcast: UK – Overlooked but Ripe with Opportunities
Hollywood Strikes and the Broader Media Industry
What Is Behind the Rise in Shareholder Activism?
Data Assets & Alpha Group: AI in the Investment Process
Data Assets & Alpha Group: Assessing the Equities Positioning Headroom
What Is the Outlook for European Leveraged Finance Markets?
Why is China’s Electric Vehicle Industry on the Rise?
FICC Market Structure: What’s Fueling Emissions Trading?
Supply Offsets Demand in the August Jobs Report
Will Debt Markets Find Their Way in 2024?
Data Assets & Alpha Group: An Emerging European Retail Investor
What Are the Trends Driving the Automotive Industry?
Depositary Receipts Educational Series for APAC & LATAM
Top Long-Term Risks for Investors
Data Assets & Alpha Group: US Macro & Positioning Views
El Niño and the Impact on Agriculture
Data Assets & Alpha Group: US Exceptionalism vs Intl Equities
July Jobs Report
Tech Financing: A Goldilocks Scenario?
The State of the US Housing Market
Data Assets & Alpha Group: Can US Equities Push Even Higher?
The Power of Data in Private Markets
Data Assets and Alpha Group: H1 2023 in Review (And Market Views From Here)
June Jobs Report
M&A and LBOs: Financing Trends Across the Leveraged Capital Markets
View From the Board: Strategies for Effective Governance
Mid-Year Outlook 2023
Data Assets & Alpha Group: Time Traveler: A Look Back in Time, with Fredrik Giertz (Part 2)
Data Assets & Alpha Group: Time Traveler: A Look Back in Time with Fredrik Giertz (Part 1)
What’s the Outlook for Summer Travel?
FICC Market Structure: Muni Market Momentum
Data Assets & Alpha Group: Chinese Equities - The Case For A Tactical Rebound
State of the Global Economy: A Conversation with Michael Cembalest
May Jobs Report
The Highs and Lows of the High Yield Market
Opportunities for Borrowers Navigating Uncertain Markets
Data Assets & Alpha Group: Diving Into US Equities (Positioning, Catalysts and the Path From Here)
What’s the Impact of China’s Reopening?
From IPOs to AI: Deep Dive on Tech Investment Banking
Data Assets & Alpha Group: A Conversation with Anna Stupnytska, Global Macroeconomist at Fidelity International
FICC Market Structure: What’s All the Buzz Around T+1?
Data Assets & Alpha Group: Is the China Recovery Theme Fading?
The Rise of Generative AI
April Jobs Report
Driving Forward: Adapting to the Rapidly Evolving Auto Industry
Data Assets & Alpha Group: A Focus on Quant Strategies with Hedge Fund Allocator Pierre Chabran
The Future of Big Tech
Introducing Research Recap
Data Assets and Alpha Group: A New Dawn For Japanese Equities?
Data Assets & Alpha Group: A Conversation with Man Group’s Chief Risk Officer Darrel Yawitch
Leaving LIBOR Part VI: The End Is In Sight
The Power of Clean Technology: A Conversation with Marc Borrett
Data Assets & Alpha Group: Market Structure and the Decline in European Liquidity