# alpha group (audio feeds) — RSS Amplifier Recent posts from the 1 feeds in the RSS Amplifier directory that cover alpha group. Page: Feed: --- ## [Global equities check-in: Europe strong, Asia rebuilding](https://marketmatters.podbean.com/e/global-equities-check-in-europe-strong-asia-rebuilding/) _2026-08-18 · Making Sense_ Can international equities keep leading as the rally broadens? In this episode of Making Sense, Edwina Lowe from J.P. Morgan's Data Assets and Alpha Group sits down with Federico Manicardi, head of International Market Intelligence, and Jigar Vakharia from the Positioning Intelligence team to unpack the landscape. They look at what’s driving Europe’s strength, why APAC is moving from stabilization… [Listen](https://mcdn.podbean.com/mf/web/da6p9cjrjfam2f6g/0826_DAAG_Global_Equities_Podcast_FINAL9svat.mp3) ## [CPI, inflation & IMAX: Why “fun” still feels expensive](https://marketmatters.podbean.com/e/cpi-inflation-imax-why-fun-still-feels-expensive/) _2026-08-14 · Making Sense_ Inflation is cooling — at least on paper — so why does a night out still feel shockingly expensive? In this episode of J.P. Morgan’s Making Sense, U.S. rates strategist Harry Downie is joined by senior economist Mike Hanson and David Karnovsky, head of the U.S. Media, Entertainment and Advertising research team, to unpack the latest CPI report through the lens of “funflation” — rising costs tied… [Listen](https://mcdn.podbean.com/mf/web/cnxkf2wp9gaut948/0826_Research_CPI_Podcast_FINAL.mp3) ## [Inside Blackstone’s hedge fund investing platform](https://marketmatters.podbean.com/e/inside-blackstone-s-hedge-fund-investing-platform/) _2026-08-11 · Making Sense_ Hedge funds are back in focus as elevated stock-bond correlations challenge traditional portfolio construction. In this episode, Kumar Panja, EMEA head of Capital Advisory Group at J.P. Morgan, sits down with Joe Dowling, global head of Blackstone’s Multi-Asset Investing business (BXMA), and Riad Abrahams, head of Strategy, Risk and Quant Analytics in BXMA. Together, they discuss how Blackstone… [Listen](https://mcdn.podbean.com/mf/web/s37n7szpk9jc5pm2/JPM_Making_Sense_Navigating_the_Hedge_Fund_Frontier_v6FINALbbks4.mp3) ## [July jobs report: How a big headline miss may be overstating weakness](https://marketmatters.podbean.com/e/july-jobs-report-how-a-big-headline-miss-may-be-overstating-weakness/) _2026-08-07 · Making Sense_ What should we make of a weak payroll print alongside a lower unemployment rate? In this episode of Making Sense, Lauren Brice from the North America Rates Sales team sits down with Mike Feroli, Chief U.S. Economist at J.P. Morgan, to unpack the July jobs report and what it implies for U.S. growth momentum in 2026. They discuss why the headline miss may overstate weakness, what steady-but-low… [Listen](https://mcdn.podbean.com/mf/web/mkku4fqk4mxptsui/080726_Research_July_Jobs_Report_Podcast_v281goi.mp3) ## [Geopolitics vs. markets: How might the US, China and Iran reshape global risk?](https://marketmatters.podbean.com/e/geopolitics-vs-markets-how-might-the-us-china-and-iran-reshape-global-risk/) _2026-08-04 · Making Sense_ Markets have remained notably risk-on in 2026, even as geopolitical fragmentation, energy chokepoints and intensifying U.S.-China competition continue to raise the stakes for investors and businesses. In this episode of J.P. Morgan’s Making Sense, Joyce Chang, chair of Global Research at J.P. Morgan, is joined by Paul Haenle, head of APAC Policy and Strategic Competitiveness at J.P. Morgan, and… [Listen](https://mcdn.podbean.com/mf/web/w49uq38qhzmkmjfd/0726_Research_US_China_Iran_Podcast_v3FINAL7adyr.mp3) ## [Deals and discipline: What’s driving markets at mid-year?](https://marketmatters.podbean.com/e/deals-and-discipline-what-s-driving-markets-at-mid-year/) _2026-07-30 · Making Sense_ Markets have powered through a volatile first half of 2026, despite geopolitical shocks, commodity swings, a more complex rates backdrop and increased scrutiny on the returns to AI and other growth investments. In this episode of J.P. Morgan’s Making Sense, Evan Junek, global head of Corporate Finance Advisory, and Charlie Bouckaert, global head of Advisory and M&A, discuss the factors… [Listen](https://mcdn.podbean.com/mf/web/sqr6q8bxr26fsjpk/0726_Banking_CFA_and_M_A_Transcript_V27iqe0.mp3) ## [Momentum vs. fundamentals in the AI trade: Insights from BlackRock](https://marketmatters.podbean.com/e/momentum-vs-fundamentals-in-the-ai-trade-insights-from-blackrock/) _2026-07-28 · Making Sense_ What's the right price for AI stocks? In this episode of Making Sense, Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, speaks with Helen Jewell, International CIO of Fundamental Equities at BlackRock, about differentiating within the AI trade, and identifying companies with durable earnings power and high return on capital growth, versus simply those trading with momentum.… [Listen](https://mcdn.podbean.com/mf/web/qyj8tkys8iciqide/0726_DAAG_Blackrock_FINAL71xd9.mp3) ## [Sifting through shifts in Asia Pacific gold trading](https://marketmatters.podbean.com/e/sifting-through-shifts-in-asia-pacific-gold-trading/) _2026-07-24 · Making Sense_ Gold trading in APAC is evolving quickly, with record volumes, shifting participation and infrastructure upgrades reshaping liquidity and execution. In this episode of J.P. Morgan’s Making Sense, Khushil Nathoo from the FICC Market Structure & Liquidity Strategy team and Ravi Ramakrishnan, senior precious metals trader for Asia, discuss what’s driving heightened activity in gold, how clients are… [Listen](https://mcdn.podbean.com/mf/web/hjmpcmauij42c4ef/JPM_MS_AsiaGoldMarket_V2FINAL.mp3) ## [The rise, reach and rallying power of the retail investor in Asia](https://marketmatters.podbean.com/e/the-rise-reach-and-rallying-power-of-the-retail-investor-in-asia/) _2026-07-14 · Making Sense_ Retail participation in Asia is not just significant — in many markets, it’s dominant. In this episode of Making Sense, Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, sits down with Clare Witts, head of APAC Equity Market Structure, to chart the rise of retail investing and its effect on liquidity and market performance. Witts offers her perspective on concentration in… [Listen](https://mcdn.podbean.com/mf/web/grqv26ktpykvpsaz/JPM_DAAG_Clare_Witts_v5acw8j.mp3) ## [Crypto Payments, No Custody (Sponsored)](https://crawlproof.com/a/cjhDRibz6luR) _2026-07-14 · **Sponsored**_ Send crypto to merchant wallets via API with real-time updates and automatic fees. ## [What’s driving the systematic shift in commodities trading?](https://marketmatters.podbean.com/e/what-s-driving-the-systematic-shift-in-commodities-trading/) _2026-07-10 · Making Sense_ Amid elevated volatility and rapid advances in technology, systematic trading is gaining steam in commodities markets. Join Leland Price from the FICC Market Structure & Liquidity Strategy team alongside commodity traders Max Lee and Biko Agozino as they discuss what’s driving the growth of quantitative strategies across commodities and what it means for market participants today. Explore how… [Listen](https://mcdn.podbean.com/mf/web/rph7mejpfe6rsk2n/0726_FICC_Systematic_Commodities_Trading_v4_017s3hy.mp3)