최고 Asia Morgan 팟캐스트 (2024)

1
The Surge in ETFs: A Great Growth Story 13:57

1d ago13:57

13:57

What’s behind the ETF market’s dramatic growth and what are the trends to watch? Join Bram Kaplan, head of Americas Equity Derivatives Strategy, to find out. Bram sits down with Tom Salopek from Cross Asset Strategy to explore the surge in ETF popularity, the move from active to passive funds and the impact of the economy on investor flows. Plus, c…

1
Tech Stars Conference: What's Next for EMEA Tech? 24:27

2d ago24:27

24:27

Get insights from the J.P. Morgan Tech Stars Conference in London. Join Katharina Ochs from the EMEA Equity Capital Markets team as she chats with Aloke Gupte, Co-Head of International Equity Capital Markets, and Matt Gehl, Co-Head of EMEA Technology Investment Banking. They explore the tech industry's outlook into 2025, focusing on rising US inter…

1
E114 How Antler became the most active VC globally so quickly 47:46

4d ago47:46

47:46

E114 How Antler became the most active VC globally so quickly – Anthony Millet, Partner & Co-Head Antler Capital, on Fireside with a VC Anthony Millet discusses how Antler quickly became the most active VC globally since founding in 2018 with a team of 300 investing in 500 startups per year out of offices in 30 cities on 6 continents. Pre-Seed to S…

1
T+1 Deep Dive, Part 2: Future Outlook for Asia and Europe 9:34

5d ago9:34

9:34

In part 2 of our T+1 deep dive, we explore the initiatives driving the much-anticipated move to T+1 settlement in the U.K., the E.U., and parts of Asia. The discussion addresses the current timeline for this transition, as well as the legislative and operational hurdles that need to be overcome to make T+1 a reality in these regions. Tune in for a …

1
T+1 Deep Dive, Part 1: Lessons Learned from the U.S. Rollout 8:20

9d ago8:20

8:20

In part 1 of our T+1 deep dive, we unpack the move to T+1 settlement in the U.S. and neighboring markets. Our discussion covers why the U.S. transitioned to T+1 settlement in May 2024 and examines the factors behind its largely successful implementation. Along the way, the industry has learned valuable lessons that can be leveraged by other markets…

1
The four Ws driving food insecurity: War, weather, waste and water 19:10

11d ago19:10

19:10

Explore the pressing issue of global food insecurity in this episode of Research Recap on J.P. Morgan's Making Sense podcast. Join Tracey Allen, Head of Agricultural Commodities Strategy, and Joyce Chang, Chair of Global Research, as they delve into the structural factors driving food insecurity, such as war, weather, waste, and water. With 282 mil…

1
Trading Insights: How High is Positioning in U.S. Equities? 14:20

12d ago14:20

14:20

In this episode we hear from John Schlegel regarding how high positioning looks post the stellar rally in US equities. John discusses the recent drivers of US equity strength, the main buyers of the rally so far, where this leaves positioning, and the risk / reward for equities from here. John also touches on equity positioning across Europe and AP…

1
SHE Pod S5 Episode 8: Sara Attinger, “Addressing the consequences of the corporatization of reproductive medicine.” 33:04

13d ago33:04

33:04

Host:  Diego Silva Guest:   Sara Attinger Transcript: Provided by Otter.ai  Project:    https://pubmed.ncbi.nlm.nih.gov/39049472/ Music: 'Years' by Death By Ginger   Mixed by : Regina Botros

1
Trading Insights: An Intersection Between Quant and Fundamental Investing, with Matt Jones, Global PM at Fidelity 19:54

16d ago19:54

19:54

In this episode we hear from Matt Jones, Global Portfolio Manager at Fidelity International. Matt discusses the intersection of quant techniques with the fundamental investment process, the benefits and challenges of this approach and the evolution data use in this strategy over the last two decades. Matt Jones is in discussion with Eloise Goulder,…

1
Payments Unbound: The Future of Cross-Border Payments 14:52

17d ago14:52

14:52

Join Leana Ferguson, Payment Sales and Relationship Manager for Financial Institutions at J.P. Morgan, as she delves into the future of cross-border payments with Vijay Lulla, EMEA Head of Cross-Currency Payments at J.P. Morgan. This episode expands on the Payments Unbound series, available on jpmorgan.com, exploring the challenges and technologica…

1
Unpacking September's Unexpectedly Robust Jobs Report 7:13

22d ago7:13

7:13

The U.S. labor market exceeded expectations in September, adding 254,000 nonfarm payrolls and surpassing all forecasts. Join Phoebe White, Head of U.S. Inflation Strategy at J.P. Morgan, and Mike Feroli, Chief U.S. Economist, as they break down the latest employment report and its far-reaching implications. In this episode, Phoebe and Mike analyze …

1
E113 AI for VC Fund Admin, Compliance, Tax & Portfolio Construction: pay less perform better 44:08

23d ago44:08

44:08

E113 Zive AI CEO Rajesh Gopi on Fireside with a VC explaining how his firm has applied AI to revolutionize venture capital admin, compliance, LP reporting, interacting with portfolio companies, LPs, portfolio construction, and, how to hit your IRR, DPI, and TVPI targets and so much more. The days of running a VC without AI are over. Links and Resou…

1
What's Driving Growth for Founders Today? 21:45

24d ago21:45

21:45

Join host John Richert, Head of Mid-Cap Investment Banking, to explore the pivotal role founders play in driving innovation and shaping today’s economy with John Simmons, Head of Commercial Banking, and Melissa Smith, Co-Head of Innovation Economy and Head of Specialized Industries for Commercial Banking. This episode explores the opportunities fou…

1
SHE Pod Season 5 Episode 7: Dr. Morgan Carpenter, “Models of Care for Sexuality and Gender Diverse People and People with Innate Variations of Sex Characteristics.” 37:58

1M ago37:58

37:58

Host:   Dr Diego Silva    Guest:   Dr. Morgan Carpenter Transcript: Provided by Otter.ai  Project Links: Clinical Ethics, Human Rights Project:   Editor: Regina Botros   Music: 'Years' by Death By Ginger  

1
Private Asset Tokenization – Separating Fact From Fiction 24:40

1M ago24:40

24:40

Join Kelsey Warkentin, Vice President of Global Private Market Sales at J.P. Morgan; Dennis Cristallo, Head of Wealth Management for Onyx by J.P. Morgan; and Nikhil Sharma, Head of Growth at Onyx Digital Assets by J.P. Morgan as they explore trends in private asset tokenization in the alternative investment space. In this episode, they unpack the b…

1
E112 K&L Gates Navigating Term Sheets 1:15:31

1M ago1:15:31

1:15:31

E112 A walk through an NVCA VC Term Sheet for a Series A funding round with Jason Putnam Gordon, legendary Silicon Valley VC lawyer and Partner at K&L Gates, one of the premier VC-focused law firms. This episode literally walks through every term in a term sheet with a lawyer and VC discussing each term, explaining what they mean, and which ones ar…

1
Dimatik & Restricted ft Savage- The Chant (Anderex Remix) 2:33

1M ago2:33

2:33

The ANDEREX remix of THE CHANT is finally out now!저자 Dimatik

1
Debt Capital Markets: A Post-Summer Deep Dive 24:56

1M ago24:56

24:56

Join host Emma Zederfeldt for a post-summer deep dive into the state of debt capital markets with John Servidea, Global co-Head of Investment Grade Finance, Bob LoBue, Head of Global Fixed Income Syndicate, and Todd Rothman, Managing Director in the Leveraged Finance Capital Markets group. This episode covers trends in the investment grade bond mar…

1
Trading Insights: Evolution of the US ETF Market 20:06

1M ago20:06

20:06

In this episode we hear from Chris Andrew, Head of Market Structure and Regulatory Change (EMEA) at J.P. Morgan. Chris discusses the evolution of ETF markets, the rapid rise in the issuance of new instruments (particularly actively managed ETFs) and the way in which retail investors are using these products. Chris is in discussion with Eloise Gould…

1
Leveraged Finance Markets: As Good As It Gets? 19:09

1M ago19:09

19:09

Join Daniel Rudnicki Schlumberger, Head of Leveraged Finance in EMEA, Andrew Crook, Head of Leveraged Finance Sales, and Daniel Lamy, Head of European Credit Strategy Research, to explore the world of leveraged finance. They provide a snapshot of the latest insights and trends from the European High Yield and Leveraged Finance Conference, diving in…

1
What’s Next for Private Credit? 19:10

2M ago19:10

19:10

The rapid growth of the private credit market has fundamentally altered the corporate lending landscape in recent years, blurring the lines between clients and competitors. What comes next in the evolution of private credit, and how does J.P. Morgan participate in the market to offer innovative financing solutions to clients? Leland Price from the …

1
India's Private Equity Boom: Insights and Opportunities 16:42

2M ago16:42

16:42

India has emerged as a top market for global private equity firms in the last decade, but what’s been driving this growth? Join Abhinav Bharti, Head of India Equity Capital Markets and Nitin Maheshwari, Head of India M&A and APAC Strategic Investors Group M&A as they discuss the significant expansion and transformation of India's private equity mar…

1
E111 Breakup big tech monopolies? Nava VC & Stanford Prof Manish Patel 1:05:49

2M ago1:05:49

1:05:49

E111 Breaking up big tech monopolies on Fireside with a VC speaking with Manish Patel, founder of Nava Ventures, a $175m VC fund in San Francisco, Teaching Faculty at Stanford University, early Googler, and former General Partner at Highland Capital Partners. Talking about his history at Google pre-IPO and the current state of monopolies with Googl…

1
Trading Insights: Tracking the Retail Investor via Social Media Data 14:57

2M ago14:57

14:57

In this episode we hear from Edwina Lowe, Product Specialist within the Data Assets & Alpha Group and Luca Rainero, Head of the Data Intelligence team within the broader group. They discuss the evolution of retail investor behavior post Covid, and how social media data can be leveraged to understand retail investor views and impact on markets. Edwi…

1
Recession or Slowdown? Navigating Uncertainty 11:40

2M ago11:40

11:40

Ben Thompson, Head of EMEA Leveraged Finance Capital Markets, hosts Jonathan Butler, Head of European Leveraged Finance and Co-Head of Global High Yield Strategy at PGIM Fixed Income, to unpack the global leveraged finance market. They discuss central bank policies, geopolitical risks, and private credit trends, offering insights into strategies fo…

1
E110 Austin, TX Venture Capital, ATX Ventures Chris Shonk 56:35

2M ago56:35

56:35

E110 Austin, Texas Venture Capital on Fireside with a VC speaking with Chris Shonk, cofounder and Managing Director of ATX Venture Partners. Discussing the evolution of Austin as a tech corridor from early semiconductors to IBM, Tivoli, and a string of startup hits early days of VC here and how Austin founders had term sheets from Silicon Valley re…

1
Pivotal Themes in Public Finance 20:54

2M ago20:54

20:54

How are U.S. policy developments driving infrastructure investment activity in the public finance market? As financing strategies evolve, trends are emerging across tax exempt and taxable issuance. Leland Price from the FICC Market Structure & Liquidity Strategy team speaks to Annie Marinaro from Public Finance Debt Capital Markets and Isaac Sine f…

1
What’s in Store for Back-To-School Spending? 12:22

2M ago12:22

12:22

The back-to-school shopping season is one of the most important times of the year for both retailers and consumers alike. What are sales expected to look like against a backdrop of slowing economic growth? And are stores doing anything differently to attract shoppers? Join Matt Boss and Amanda Douglas from J.P. Morgan’s Department Stores and Specia…

1
Market Recap: Key Takeaways from August's Volatility 18:56

2M ago18:56

18:56

In this episode, John Zimmerman and Nadine Yang from our Equity Capital Markets team discuss the dramatic start to August across the global markets. They dive into key trends in the tech sector including AI's continued influence, robust private capital markets, IPO activity and more. This episode was recorded on Aug 19, 2024. This material was p…

1
SHE Pod Season 5 Episode 6: Jane Williams – Distributive Justice and Value tradeoffs in Antibiotic use in aged care settings. 31:28

2M ago31:28

31:28

Host: Dr Diego Silva    Guests: Dr Jane Williams Article: Link Transcript: Provided by Otter.ai   Project:   Editor: Regina Botros   Music: 'Years' by Death By Ginger   

1
Power Trading Amps Up 21:17

2M ago21:17

21:17

With power markets sparking increased investor interest, this episode explores the shifting competitive dynamics, global trading themes, and policy developments impacting further growth in the energy sector. Leland Price from the FICC Market Structure & Liquidity Strategy team speaks to commodity traders Chris Wu and Suvad Kapic, about the evolutio…

1
Advancing Alternatives: Robyn Grew, CEO of Man Group 30:09

2M ago30:09

30:09

Join Claudia Jury, Global Co-Head of Sales & Research at J.P. Morgan and Robyn Grew, CEO of Man Group, for a discussion on the intricate landscape of alternative investments. Robyn shares insights on the evolution of the alternatives market, the impact of increasing complexity on portfolio construction and the importance of technology in investment…

1
Private Credit in Focus: A Deep Dive into Direct Lending 16:27

2M ago16:27

16:27

Join host Amaury Guzman and Jeff Bracchitta, Co-Head of Direct Lending, as they explore the rapid growth and future potential of private credit. This episode provides a comprehensive overview of the direct lending market, from its historical context to its current $1.7 trillion valuation. Gain insights into how J.P. Morgan is leading the charge in …

1
Technology's Role in the New Private Market Landscape 20:15

2M ago20:15

20:15

Join Montserrat Serra-Janer, Global Head of Private Market Sales at Securities Services and Prime Finance Sales at J.P. Morgan, and Afrim Zeka, Head of Product at Fusion J.P. Morgan, as they explore trends in the private market space and its evolution. In this episode, they delve into the shift from cookie-cutter strategies to hybrid approaches, th…

1
Digitization of Portfolio Management and J.P. Morgan’s Vida Platform 18:24

2M ago18:24

18:24

In this episode we hear from Gurps Kharaud, Global Head of Equities Digital Markets, and Franc Chioccola, Head of Vida Portfolio Solutions and a member of the same team, here at J.P. Morgan. Gurps and Franc run through the digitization of portfolio management, how investing client demands have evolved as a result, where banks and J.P. Morgan are st…

1
E109 Pre-Seed VC RSCM, 2k+ investments since 2012 1:08:55

3M ago1:08:55

1:08:55

E109 Pre-Seed venture capital on Fireside with a VC speaking with David Lambert, Cofounder, Right Side Capital Management (RSCM) one of the most active pre-seed or pre-VC investors in Silicon Valley and across the US and Canada. Links and Resources: Watch the full episode onYouTube: https://youtu.be/cspNXaMmorI. Find all episodes of Firesidewith a …

1
The Future of Food: A Conversation with Infinite Roots 20:29

3M ago20:29

20:29

Thibaud De Maria, Head of Green Economy Banking for EMEA, hosts Mazen Rizk, Founder and CEO of Infinite Roots, to explore the fascinating world of mycelium-based food technology. Discover how Infinite Roots is revolutionizing sustainable food production to tackle global food security, and navigating the challenges of scaling innovative biotech solu…

1
Standout Themes in Mexico’s FX and Rates Markets 13:01

3M ago13:01

13:01

Meridy Cleary from the FICC Market Structure & Liquidity Strategy team speaks to Juan Badia, Head of Local Markets in Mexico, to discuss key execution trends as the dust settles from the historic presidential election in June. This episode was recorded on July 24, 2024. The views expressed in this podcast may not necessarily reflect the views of JP…

1
Could July’s Jobs Report Lead to a Series of Rate Cuts? 6:55

3M ago6:55

6:55

In today’s episode, we dive into the latest U.S. employment report. Join Mike Feroli, Chief U.S. Economist, and Phoebe White, Head of U.S. Inflation Strategy, as they discuss the July employment data, its implications for the labor market and what it means for the Federal Reserve's future actions. This episode was recorded on August 2, 2024. This c…

1
Unpacking the Investment Banking Outlook in Asia Pacific 12:32

3M ago12:32

12:32

From the key regional markets of Japan, India and China to trending sectors, join host Mark Fiteny and Paul Uren, Head of Asia Pacific Investment Banking to get the update on where the bright spots in investment banking activity are in Asia Pacific. Hear the latest on private equity and financial sponsor activity, M&A and how to capitalize on curre…

1
Tactical US Equity View as Earnings Ramp Up 11:12

3M ago11:12

11:12

In this episode, the Data Assets & Alpha Group discuss the drivers of the recent sell-off and rotation in US equities, as well as the early takeaways from the current earnings season. They also discuss how much positioning has changed, which macro data points should be critical for the path ahead, and key views from here. Andrew Tyler, Head of US M…

1
What’s the Outlook for Markets and the Economy in Post-Election India? 24:55

3M ago24:55

24:55

How will the election results and a new coalition government shape the outlook for economic policy and financial markets in India? Join Jahangir Aziz, Head of Emerging Markets Economic Research and Sajjid Chinoy, Chief India Economist as they unpack what’s next for the Indian economy, corporate profits, financial markets and more. This episode wa…

1
Rowing to Success at J.P. Morgan 26:01

3M ago26:01

26:01

In this special episode, host David Rawlings catches up with J.P. Morgan employees who have made the leap from world champions to global finance. Mohamed Sbihi and Jessica Eddie discuss their professional athletic careers, the challenges of transitioning to a new industry, and the transferable skills and support systems that have facilitated their …

1
The Market Outlook at Mid-Year: A Long Road to Normal 31:49

3M ago31:49

31:49

Join J.P. Morgan’s Research analysts as they explore what lies ahead for markets in the second half of 2024. Will stock market concentration continue? What's the forecast for U.S. and international rates? And will commodity prices go up? 00:33 – Global growth with Bruce Kasman, Chief Global Economist 4:42 – Equities with Mislav Matejka, Head of Glo…

1
How Is Innovation Reshaping the Future of Healthcare? 15:33

3M ago15:33

15:33

Join host Dania Chehab from EMEA Healthcare Investment Banking team and Mike Gaito, Global Head of Healthcare Investment Banking, as they recap J.P. Morgan's second European Healthcare Symposium. Discover how innovation is revolutionizing healthcare, from biotech and med tech advancements to the impact of AI and machine learning. See how financing …

1
E108 Morgan Stanley Funding African American, Latino & Woman Startups 43:33

3M ago43:33

43:33

E108 Fireside with a VC speaking with Alice Vilma, Managing Director and Co-Head of The Next Level Fund at Morgan Stanley Investment Management. Alice explains how the Next Level Fund looks to promote financial inclusion and provide founders of tech and tech-enabled startups with much-needed access to investors—along with the tools, resources and c…

1
Are Animal Spirits Driving M&A in the UK and EMEA? 21:10

3M ago21:10

21:10

Host Evan Junek is joined by James Robinson, Head of UK and Ireland M&A, and Dwayne Lysaght, Head of EMEA M&A, to unpack the revitalization of the M&A market in the UK and EMEA. From increased overall confidence to global strategic deals, financial sponsors' opportunities and cross-border trends, get an in-depth look at what’s driving the market fo…

1
Powering Growth through Partnership: Mid-Cap Investment Banking & Financial Sponsors 21:28

4M ago21:28

21:28

In this episode, host John Richert, Head of J.P. Morgan’s Mid-Cap Investment Banking Team, discusses current and future state of mid-cap finance with John Burns, Head of J.P. Morgan’s Mid-Cap Financial Sponsors Group. Their insightful conversation highlights the strength of their partnership and explores mid-cap trends in financing, M&A and sponsor…

1
E107 Scenario Planning for China & Asia, Silicon Valley & China 1:29:14

4M ago1:29:14

1:29:14

E107 In this episode of Fireside with a VC, we discuss scenario planning for China & Asia and the relationship with Silicon Valley. We explore future opportunities with Francis Bassolino, Managing Director of Alaris Consulting, who has been helping companies of all sizes enter, succeed, and exit China over a span of 30+ years. Francis is also an ad…

1
US Equities at All-Time Highs 13:59

4M ago13:59

13:59

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…

들어볼 가치가 있는 팟캐스트

Asia Morgan 팟 캐스트

들어볼 가치가 있는 팟캐스트

빠른 참조 가이드