Recent Episodes
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Forecasting the future of financials
Apr 17, 2025 – 20:40 -
Alternative Realities: Tech-driven alternative investment
Apr 10, 2025 – 20:21 -
A healthier outlook for healthcare
Mar 27, 2025 – 30:14 -
Alternative Realities: Opportunities in global forestry and timber
Mar 21, 2025 – 21:36 -
Key themes powering utilities
Mar 13, 2025 – 17:27 -
Alternative Realities: Building an investment plan with alternatives
Mar 6, 2025 – 20:28 -
Manufacturing a case for industrials
Feb 27, 2025 – 19:26 -
Does it pay to invest in payments?
Feb 13, 2025 – 18:17 -
Alternative Realities: Institutional strategies in alternative assets
Feb 10, 2025 – 20:37 -
Beyond AI: Opportunities in semiconductors
Jan 31, 2025 – 25:55 -
Alternative Realities: Strategic Investing Amid Uncertainty
Jan 29, 2025 – 18:37 -
Alternative Realities: Exploring alternatives in 2025
Jan 10, 2025 – 29:31 -
Insights Now 2024 wrapped
Jan 1, 2025 – 16:45 -
Alternative Realities: Unlocking the potential of transport assets in modern portfolios
Dec 27, 2024 – 20:54 -
The “new 60/40” portfolio
Dec 19, 2024 – 18:51 -
Alternative Realities: Navigating the future of infrastructure
Dec 12, 2024 – 14:42 -
2025: Out of the cyclical storm and into the policy fog
Dec 5, 2024 – 20:04 -
Alternative Realities: Challenges to triumphs in real estate
Nov 27, 2024 – 12:24 -
Asset allocation in the year ahead
Nov 21, 2024 – 16:38 -
Alternative Realities: Powering portfolios with alternatives
Nov 14, 2024 – 20:12 -
Alternative Realities: Investing in the future of healthcare
Oct 31, 2024 – 25:23 -
Alternative Realities: Democratizing access to alternatives
Oct 24, 2024 – 23:04 -
Taxes, deficits and federal debt, “Oh my!”
Oct 24, 2024 – 19:58 -
The past, present and future of Fed independence
Oct 11, 2024 – 17:40 -
Alternative Realities: Navigating alternatives as an individual investor
Oct 3, 2024 – 16:16 -
The ripple effects of regulation
Sep 26, 2024 – 15:55 -
Alternative Realities: Unlocking value in private markets
Sep 19, 2024 – 21:26 -
Navigating shifts in global trade
Sep 12, 2024 – 17:30 -
Alternative Realities: Private equity challenges and opportunities
Sep 5, 2024 – 15:36 -
The impacts of immigration
Aug 29, 2024 – 20:42 -
Alternative Realities: The fundamentals of alternatives
Aug 22, 2024 – 17:21 -
What might the November elections mean for investment strategy?
Aug 15, 2024 – 18:06 -
How will rising federal debt impact the markets and the economy?
Aug 8, 2024 – 14:57 -
Will inflation ever get back to 2%?
Aug 2, 2024 – 17:54 -
How long before the next recession?
Jul 25, 2024 – 13:33 -
When will the Federal Reserve begin cutting rates?
Jul 18, 2024 – 09:33 -
How will AI reshape the U.S. economy and investment opportunities?
Jul 11, 2024 – 19:15 -
How can you minimize taxes in your investment strategy?
Jul 5, 2024 – 10:36 -
How do different generations invest – and how should they?
Jun 28, 2024 – 11:42 -
Why add international stocks to a portfolio?
Jun 20, 2024 – 11:09 -
How should I invest?
Jun 13, 2024 – 12:00 -
The alternative advantage
May 9, 2024 – 22:22 -
Real estate in the “new” old normal
Apr 25, 2024 – 19:12 -
Finding income and fighting inflation with Infrastructure
Apr 11, 2024 – 18:58 -
Beyond the public markets a path to premium returns
Mar 28, 2024 – 26:25 -
Diversification, disruption and dislocation: Unveil the opportunities in Alternatives
Mar 14, 2024 – 22:48 -
The last leg on the long road to normal
Dec 21, 2023 – 24:12 -
Building stronger portfolios
Dec 7, 2023 – 18:58 -
Modeling better investment outcomes
Nov 27, 2023 – 18:33 -
Maximizing your retirement nest egg
Nov 9, 2023 – 20:27
Recent Reviews
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MrjoeshiInconsistent volumeOne speaker is loud, another soft, music is loud, and suddenly the soft spoken voice goes up in volume
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moving on-missuNot bad butNot bad, listening to evaluate but Meera Pandit, Was sadly unaware of the pandemic impacts and showed some strong political bias. The snp returns Obama and Trump? Biden market up? Meets, please check your facts minus the backgrounds of the housing crisis and pandemic- subtract those two events Obama real increases are small and trumps impressive. Also consider Biden returns if not off a difficult pandemic, his constraints on the energy suppyhave sparked a global change in energy prices. Freeze pipelines and drilling for 18 months and this is the result. In May, Biden was forced to unfreeze 860 thousand acres but changed the lease costs from 12% to 19% - that is sticking the energy market with a 7% increase for the length of those leases. Creating energy inflation for the length of those contracts. These are not minor political differences as Meera suggested but huge differences in the direction of us economy, world energy prices. This program asked good questions but of a guest who did not understand the importance of subtracting these shocks from her data. Very much a teenage view of data, would not suggest placing retirement funds in her hands and hope the podcast better screens its guests.
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Chry5alidReally miss just David KellyThis series would be much better if the roles were reversed and the guest asked Dr Kelly to answer the questions. These speakers don’t compare to what we’ve come to expect from JPM and Dr Kelly’s lucid level of commentary.
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MSavolaAsset Class: ESG InvestingThank you to Dr. David Kelly and Jennifer Wu for continued coverage of ESG and Sustainable Investing disciplines, which are topics of growing attention in the U.S. and abroad as well.
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John.MaddenLeagues above their peers.Yep, lots of disclaimers at the end, but the Insights are worth it. I have found David Kelly and the JPM gang to consistently deliver the most insightful podcast and most helpful Guide to the Markets available. My clients have benefited dearly. JPM’s work is thorough yet delivered in a digestible and thus useful way.
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210eastSales and marketingAgree w previous comment, it's a sales and marketing pod. There's better ones out there
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ecmarsI loved the JP Morgan audio podcasts.I loved the JP Morgan audio podcasts. David Kelly is the voice of reason in an uncertain world. The only guy I could happily listen to for an hour talking about charts that I cant see. But despite the charts, I'd prefer an audio cast. I hope this video is not replacing it.
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Bcc1469Awesome!This podcast is great! Pretty awesome that JP Morgan offers this. I have some BlackRock Funds and would live it of they did something similar! Oh well
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Bad Dude1J p Morgan podcastJust a marketing app for JPM, waste of time
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