Mislav Matejka
Head of Global Equity Strategy at J.P. Morgan, offering equity market outlooks, sector and style preferences, and views on AI-driven capex and earnings.
Top 3 podcasts with Mislav Matejka
Ranked by the Snipd community
Jul 19, 2024 • 32min
The market outlook at mid-year: A long road to normal
Global economists and analysts from J.P. Morgan discuss the market outlook for the second half of 2024. They cover topics like global growth forecasts, equities performance, currency trends, U.S. and international rates, commodities, credit markets, and emerging markets outlook. Insights on market uncertainties, business performance, consumer challenges, and asset class analysis are explored for a comprehensive look at the mid-year market forecast.
Dec 18, 2025 • 42min
2026 outlook: What’s next for markets and the global economy?
Join Bruce Kasman, Chief Global Economist at J.P. Morgan, Mislav Matejka, Head of Global Equity Strategy, and other experts as they dissect the 2026 market outlook. They discuss the impact of uneven monetary policy and the AI cycle on economies. Kasman highlights sticky inflation trends, while Matejka predicts significant equity gains driven by AI. Stephen Dulake addresses credit market dynamics amidst technological shifts, and Natasha Kaneva shares insights on bearish oil forecasts and bullish gold predictions.
Jan 8, 2024 • 2min
Equity Strategy: January Chartbook
Mislav Matejka, Head of Global Equity Strategy, discusses the changes in the stock market, the potential consolidation of bond yields, and identifies sectors that have started the year positively.
