Making Sense

In this episode we hear from Jamie Wise, Founder, President and CEO of Hedge Fund Periscope Capital and BUZZ Holdings.  He discusses the merit of tracking sentiment as an investing factor, the use of social media and online platforms as a discussion tool for retail investors, identifying alphas from those posts, and what those posts say about sentiment right now.  Jamie Wise is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.   To read more about Periscope Capital, see https://www.periscopecap.com/ Note that BUZZ Holdings created the BUZZ NextGen AI US Sentiment Leaders Index, which is currently licensed by Van Eck & Associates for use in the VanEck Social Sentiment ETF (NYSE: BUZZ).  This episode was recorded on September 12, 2023. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

What does a former investment banker — and successful entrepreneur — have to say about leadership? During J.P. Morgan’s recent Tech Stars Leadership Forum, Scott Galloway, Professor of Marketing at NYU Stern School of Business, chatted with Alex Watkins, Co-Head of J.P. Morgan’s International Equity Capital Markets. Tune in now to hear Scott’s advice for tech founders and the top three things that make a good CEO, plus the key trends driving the tech industry.  This episode was recorded on October 2, 2023. This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity. © 2023 JPMorgan Chase & Company. All rights reserved.

Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Curation and Strategy, discuss the September payrolls report. This episode was recorded on October 6, 2023. This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.   This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan. Copyright 2023, JPMorganChase & Co. All rights reserved.

Maxime Carmignac, CEO and Director of Carmignac UK, discusses the benefits of discretionary investing, capturing ESG within the process, research around family and employee-owned businesses, and providing financial products to retail investors.

Join Kathleen Darling as she hosts Brian Tramontozzi, Head of North American Leveraged Finance Capital Markets, to discuss the recent uptick in deal activity, technical backdrop and outlook for Q4 in leverage loan and high yield markets. They analyze market conditions, upcoming maturities, trends in refinancing and dividend funding, and the impact of the Federal Reserve's hawkish tone on rates and market sentiment.

In this episode, Krupa Patel dives into the UK economy and markets. She discusses the current UK inflation, growth and policy backdrop, how it differs from the rest of the DM world, and, in Krupa’s view the ripe x-asset investment opportunities currently presenting themselves. Krupa Patel, Head of International Market Intelligence is interviewed by Eloise Goulder, Head of the Data Assets & Alpha Group. This episode was recorded on September 22, 2023. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan. © 2023 JPMorgan Chase & Company. All rights reserved.

The hosts discuss the Hollywood strikes and their impact on the media industry, including issues faced by artists and changes in content distribution. They also talk about the demands of the writers and actors guilds in negotiations, the negative consequences of strikes on entertainment companies, and Disney's negotiations with Charter. Other topics include the significance of sports content, increased costs, show performance transparency, and the shift towards ad-supported ecosystems.

As shareholder activism gains momentum worldwide, this podcast sheds light on key trends covering universal proxy rules, the capital allocation debate, M&A activity and the overall global outlook. Learn how boards and management can prepare for activism efforts and navigate the evolving business environment.   J.P. Morgan experts lead this discussion, including David Freedman, Global Head of Shareholder Engagement and M&A Capital Markets, Alfredo Porretti, Head of Shareholder Engagement and M&A Capital Markets for North America and Darren Novak, Head of Shareholder Engagement and M&A Capital Markets for EMEA.   This episode was recorded on September 15, 2023. This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity. © 2023 JPMorgan Chase & Company. All rights reserved.

Peng Cheng, Head of Big Data and AI Strategies at J.P. Morgan, discusses how his team uses ML/AI techniques for stock return forecasting. Topics include cross-sectional AI for assessing corporate sentiment ('Smartbuzz'), time series machine learning for future return forecasting, and the implications for today's markets. Hosted by Eloise Goulder, Head of Data Assets & Alpha Group.

In this episode, the group delves into investor positioning, discussing the extent to which equities have positioning headroom for a further rally from here.  They look into positioning from a host of investor sources, including Hedge Funds, CTAs, the retail investor, ETFs and mutual funds, and across the US, Europe and Asia.  Eloise Goulder, Head of the Data Assets & Alpha Group, is in discussion with John Schlegel, Head of the Global Positioning Intelligence team. This episode was recorded on September 11, 2023. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan. © 2023 JPMorgan Chase & Company. All rights reserved.