Recession or slowdown? Navigating uncertainty​

Recession or slowdown? Navigating uncertainty...

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Examining the AI value chain with Horizon Global Partners

In this episode of J.P. Morgan's Making Sense, Fawaz Chaudhry, CIO of Horizon Global Partners (the equity thematic team at Fulcrum Asset Management) sits down with Eloise Goulder, head of the Data Assets and Alpha Group. They unpack why value is shifting from software to chips — ...  Afficher plus

How are geopolitics and AI trends impacting leveraged finance?

In this Making Sense episode, host Amaury Guzman is joined by Kevin Foley, global head of Capital Markets, and Tarek Hamid, head of North American Credit Research & Strategy, to unpack takeaways from J.P. Morgan’s 31st annual Global Leveraged Finance Conference in Miami. The trio ...  Afficher plus

Épisodes Recommandés

INDUSTRY S1E7 | "Pre Crisis Activity": Sales Credits, Claw Backs, the GFC and More!
The Wall Street Skinny

Send a textIn this episode of 'The Wall Street Skinny,' Jen and Kristen dive deep into the finance-heavy intricacies of HBO Max's hit show 'Industry,' Season 1, Episode 7, aptly titled 'Pre Crisis Activity.' They discuss the ramifications of the 2008 Global Financial Crisis on Wa ...  Afficher plus

100. The Fed, Interest Rate Sales, and Asset Management
The Wall Street Skinny

Send a textYou've seen all over the financial press that the Federal Reserve cut its key interest rate 50 basis points at its meeting last week. And you've heard economists yapping in the news about "hard landings" and "soft landings" for the economy. But what does that actually ...  Afficher plus

122. Options Trading 101 with Enis Tanner
The Wall Street Skinny

Send a textIn this episode we are joined by Enis Taner, a seasoned professional in the field with nearly two decades of experience. He breaks down everything we want to know about being an equities derivatives trader, from the day-to-day responsibilities of an options trader to t ...  Afficher plus

116. What is Private Credit? | Direct Lending Explained
The Wall Street Skinny

Send a textIn this episode of The Wall Street Skinny, we dive deeper into the world of private credit with our exceptional guest, Alona Gornick. Alona, a senior investment strategist and managing director at Churchill Asset Management, shares her invaluable insights on the evolvi ...  Afficher plus