podcast

Insights Now

Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

Our thought leaders sit down for a conversational breakdown of big ideas, future trends, emerging topics and their investment implications complete with key takeaways to help inform building stronger investment plans and portfolios for the…

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$1 an episode · 10 for $5 · with credits: one per episode, any length · up to 25 at a time

Alternative Realities: Michael Cembalest on AI, energy and data centers 2026-10-22 · 38m
The 2027 Long-Term Capital Market Assumptions 2026-10-19 · 30m
Alternative Realities: AI, redemptions and rate hikes in private credit 2026-10-09 · 17m
AI safety and the future of the buildout 2026-10-01 · 24m
Alternative Realities: Modeling better portfolios 2026-09-24 · 17m
How might midterm elections move markets? 2026-09-17 · 25m
Alternative Realities: The impact of AI on the future of investing 2026-09-03 · 24m
The 2008 Great Financial Crisis 2026-08-27 · 25m
The Late-1990s Dot-Com Bubble 2026-08-20 · 21m
The 1998 Collapse of Long-Term Capital Management 2026-08-13 · 17m
The 1987 Stock Market Crash 2026-08-06 · 19m
The 1929 Stock Market Crash 2026-07-30 · 20m
Moments in market history 2026-07-23 · 15m
Alternative Realities: The case for distressed debt investing in private credit 2026-07-16 · 25m
Alternative Realities: How do you boost returns in a concentrated market? 2026-07-09 · 26m
2026 Mid-Year Outlook: Crosscurrents and Divergence Amidst an Increasing AI Surge 2026-06-25 · 29m
Alternative Realities: Absolute return strategies & trouble in private credit? 2026-06-11 · 24m
Making sense of geopolitical risk 2026-06-04 · 30m
Saving smarter for college 2026-05-29 · 20m
Alternative Realities: Inside JPMorganChase’s $1.5 trillion security and resiliency initiative 2026-05-21 · 21m
Taking stock of today's markets 2026-05-14 · 18m
Alternative Realities: How will portfolios evolve with inflation, credit and innovation? 2026-05-07 · 25m
Navigating inflation, private credit and market sentiment 2026-04-30 · 30m
Does diversification include crypto? 2026-04-16 · 32m
Alternative Realities: What is the state of U.S. infrastructure? 2026-04-09 · 18m
Are Millennials and Gen Z priced out? 2026-04-02 · 31m
Alternative Realities: Geopolitics, private credit and portfolio construction 2026-03-27 · 28m
Investing in AI opportunities across markets: Part 2 2026-03-19 · 32m
Alternative Realities: What's next for oil prices? 2026-03-17 · 18m
Investing in AI opportunities across markets: Part 1 2026-03-12 · 24m
Navigating the equity market rotation 2026-03-06 · 26m
Alternative Realities: How to evaluate private credit risks 2026-02-26 · 17m
What the new Fed chair could mean for markets 2026-02-12 · 20m
Alternative Realities: What trends will shape alternatives in 2026? 2026-01-08 · 22m
Insights for the future of investing 2025-12-18 · 21m
Alternative Realities: The 2026 Long Term Capital Market Assumptions: Challenges and opportunities 2025-12-12 · 23m
2026 Outlook: AI lift and economic drift 2025-12-05 · 29m
Alternative Realities: Unlocking the future of alternatives in retirement plans 2025-11-20 · 26m
How research informs investment strategy 2025-11-06 · 22m
Alternative Realities: Stadiums, teams and private equity in sports 2025-10-30 · 21m
What’s next for consumer markets? 2025-10-24 · 31m
Alternative Realities: Rethinking the 60/40 portfolio 2025-10-16 · 29m
Quantitative investing explained 2025-10-09 · 20m
Alternative Realities: Private credit playbook 2025-10-02 · 28m
Rethinking retirement through research 2025-09-25 · 19m
Alternative Realities: Allocate smarter with alternatives 2025-09-18 · 22m
How can policy power portfolios? 2025-09-12 · 31m
Alternative Realities: Pearls of investment wisdom 2025-09-04 · 29m
Why is asset allocation so important? 2025-08-21 · 22m
Alternative Realities: Hidden opportunities in private markets 2025-08-14 · 28m
What bonds fixed income research strategies? 2025-08-07 · 18m
Alternative Realities: Real estate’s new reality 2025-08-01 · 28m
How secure is securitized debt? 2025-07-24 · 18m
Taking a pulse on healthcare 2025-07-17 · 26m
Alternative Realities: Shipping's geopolitical hedge 2025-07-11 · 26m
What's behind muni moves? 2025-06-27 · 26m
Alternative Realities: Growth equity's new frontier 2025-06-24 · 25m
Uncovering Opportunities in Emerging Market Debt 2025-06-05 · 22m
Alternative Realities: From Europe to Asia: Trends in alternative investments 2025-05-29 · 31m
Treasuries, trends and tactics 2025-05-15 · 22m
Alternative Realities: Managing market volatility with alternative investments 2025-05-08 · 26m
Equity research insights: Key analyst takeaways & top investor questions 2025-05-02 · 21m
Alternative Realities: The future of private credit investing 2025-04-25 · 30m
Forecasting the future of financials 2025-04-17 · 21m
Alternative Realities: Tech-driven alternative investment 2025-04-10 · 20m
A healthier outlook for healthcare 2025-03-27 · 30m
Alternative Realities: Opportunities in global forestry and timber 2025-03-21 · 22m
Key themes powering utilities 2025-03-13 · 17m
Alternative Realities: Building an investment plan with alternatives 2025-03-06 · 20m
Manufacturing a case for industrials 2025-02-27 · 19m
Does it pay to invest in payments? 2025-02-13 · 18m
Alternative Realities: Institutional strategies in alternative assets 2025-02-10 · 21m
Beyond AI: Opportunities in semiconductors 2025-01-31 · 26m
Alternative Realities: Strategic Investing Amid Uncertainty 2025-01-30 · 19m
Alternative Realities: Exploring alternatives in 2025 2025-01-10 · 30m
Insights Now 2024 wrapped 2025-01-01 · 17m
Alternative Realities: Unlocking the potential of transport assets in modern portfolios 2024-12-27 · 21m
The “new 60/40” portfolio 2024-12-19 · 19m
Alternative Realities: Navigating the future of infrastructure 2024-12-12 · 15m
2025: Out of the cyclical storm and into the policy fog 2024-12-05 · 20m
Alternative Realities: Challenges to triumphs in real estate 2024-11-27 · 12m
Asset allocation in the year ahead 2024-11-21 · 17m
Alternative Realities: Powering portfolios with alternatives 2024-11-14 · 20m
Alternative Realities: Investing in the future of healthcare 2024-10-31 · 25m
Alternative Realities: Democratizing access to alternatives 2024-10-24 · 23m
Taxes, deficits and federal debt, “Oh my!” 2024-10-24 · 20m
The past, present and future of Fed independence 2024-10-11 · 18m
Alternative Realities: Navigating alternatives as an individual investor 2024-10-03 · 16m
The ripple effects of regulation 2024-09-26 · 16m
Alternative Realities: Unlocking value in private markets 2024-09-19 · 21m
Navigating shifts in global trade 2024-09-12 · 18m
Alternative Realities: Private equity challenges and opportunities 2024-09-05 · 16m
The impacts of immigration 2024-08-29 · 21m
Alternative Realities: The fundamentals of alternatives 2024-08-22 · 17m
What might the November elections mean for investment strategy? 2024-08-15 · 18m
How will rising federal debt impact the markets and the economy? 2024-08-08 · 15m
Will inflation ever get back to 2%? 2024-08-02 · 18m
How long before the next recession? 2024-07-25 · 14m
When will the Federal Reserve begin cutting rates? 2024-07-18 · 10m
How will AI reshape the U.S. economy and investment opportunities? 2024-07-11 · 19m
How can you minimize taxes in your investment strategy? 2024-07-05 · 11m
How do different generations invest – and how should they? 2024-06-28 · 12m
Why add international stocks to a portfolio? 2024-06-20 · 11m
How should I invest? 2024-06-13 · 12m
The alternative advantage 2024-05-09 · 22m
Real estate in the “new” old normal 2024-04-25 · 19m
Finding income and fighting inflation with Infrastructure 2024-04-11 · 19m
Beyond the public markets a path to premium returns 2024-03-28 · 26m
Diversification, disruption and dislocation: Unveil the opportunities in Alternatives 2024-03-14 · 23m
The last leg on the long road to normal 2023-12-21 · 24m
Building stronger portfolios 2023-12-07 · 19m
Modeling better investment outcomes 2023-11-27 · 19m
Maximizing your retirement nest egg 2023-11-09 · 20m
Fine-tuning portfolios with active ETFs 2023-10-27 · 19m
The world of alternative investing 2023-10-12 · 25m
Back to school on the U.S. economy 2023-09-14 · 23m
The outlook for real estate 2023-09-01 · 17m
Investing for the next generation 2023-08-17 · 25m
The economic implications of generative AI 2023-08-04 · 26m
The bond’s eye view 2023-06-08 · 15m
Finding income for global investment portfolios 2023-05-25 · 24m
The muni landscape heading into a downturn 2023-05-11 · 16m
Credit vs. Duration, where should you spend your risk budget? 2023-04-27 · 20m
Navigating the opportunities in global bonds 2023-04-13 · 27m
The regional bank crisis and its implications for bonds 2023-03-30 · 25m
Finding direction in fixed income 2023-03-03 · 26m
Are bonds really back and for how long? 2023-02-16 · 19m
Will 2023 be a year of slow growth, but better markets? 2022-12-19 · 20m
Bonds are back 2022-12-01 · 18m
The Implications of a Divided Government 2022-11-17 · 27m
The future of globalization 2022-11-09 · 38m
Cross-currents for corporate profits 2022-10-25 · 21m
Europe’s energy crisis and the UK response 2022-10-06 · 22m
The Fed: Hiking up a hill of uncertainty 2022-09-27 · 23m
Investing in Troubled Times 2022-07-20 · 28m
Alternatives in a higher rate, slower growth world 2022-06-30 · 22m
The Labor Market: Cyclical strength and structural change 2022-06-09 · 23m
The U.S. Fiscal and Midterms Outlook 2022-05-26 · 30m
Unpacking the Tumultuous Equity Market 2022-05-12 · 15m
Real Estate Booms, Busts and Structural Change 2022-04-21 · 18m
Building Resilient Portfolios 2022-04-12 · 27m
The Fed’s New Playbook 2022-03-24 · 25m
Implications of the Russian Invasion of Ukraine 2022-03-09 · 36m
Solving for Climate Change with ESG 2022-02-24 · 26m
Investing in China in the Year of the Tiger 2022-02-10 · 23m
Investing Beyond the Pandemic 2021-12-23 · 21m
College Planning and 529s 2021-12-10 · 22m
The Post-Pandemic Lens on Europe 2021-11-29 · 31m
Alternative Investments in a World of Higher Inflation 2021-11-15 · 20m
Do cryptocurrencies have a place in portfolios? 2021-10-28 · 25m
The Genomic Health Revolution 2021-10-15 · 16m
Tech and Equity Investing 2021-10-01 · 24m
A Long-Term Look at China’s Growth 2021-09-17 · 25m
The Fiscal Outlook 2021-09-02 · 30m
The Reality of Global Warming 2021-08-19 · 26m
The Fed’s Timetable 2021-08-05 · 28m
Investing as the pandemic winds down 2021-07-23 · 20m
Asset Class: Investing with Model Portfolios 2021-06-21 · 16m
Asset Class: Actively managing through uncertainty 2021-06-04 · 15m
Asset Class: Reflation and fixed income investing 2021-05-21 · 24m
Asset Class: Making the most of your cash 2021-05-07 · 24m
Asset Class: Finding income in a world of low yields 2021-04-27 · 23m
Asset Class: Growth Stocks for the Long Run 2021-04-13 · 21m
Asset Class: Understanding factor investing 2021-03-26 · 12m
Asset Class: ESG investing 2021-03-09 · 13m
Asset Class: Opportunities in municipal bonds 2021-02-23 · 9m
Asset Class: Using equity derivatives to cut risk and boost income 2021-02-09 · 11m
Asset Class: The opportunity in international stocks 2021-01-29 · 19m
Asset Class: Is it time for value? 2021-01-14 · 12m
A land with zero rates 2020-12-11 · 14m
Power for the people: The outlook for energy 2020-11-27 · 26m
The Fiscal Decade 2020-11-10 · 37m
Behavioral finance pitfalls and how to overcome them 2020-10-16 · 22m
Demographic Potholes 2020-10-06 · 23m
The 21st century economy 2020-09-21 · 27m
China: Too big to ignore 2020-09-08 · 29m
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