Free Daily Podcast Summary
Insights Now: Daily Summaries Delivered
by Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management
Welcome to Insights Now, the podcast channel from JPMorgan Asset Management featuring timely perspectives from our experts on asset游戏副本, markets and investment opportunities. Listen to the latest insights from Dr. David Kelly, Gabriela Santos and the Market Insights team at J.P. Morgan Asset Management as they sit down with a variety of thought leaders for conversational breakdowns of big ideas, future trends, emerging topics and their investment implications, helping you build stronger long-term investment plans.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 6 days ago14 min
Moments in market history
A century of market history reveals patterns of optimism, risk and resilience that continue to shape investment decisions today. This special summer series examines landmark events—from the 1929 crash to the Global Financial Crisis—to illuminate the forces behind market upheavals and the lessons they offer for modern investors. The conversation also highlights how long-term perspective and disciplined strategy can help investors navigate volatility and avoid common pitfalls. In this episode, join Gabriela Santos, Chief Market Strategist for the Americas, and Dr. David Kelly, Chief Global Strategist, as they introduce some of the turning points that have shaped markets throughout history. Watch the video version on YouTube. Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify
- 2 weeks ago25 min
The case for distressed debt investing in private credit
Many investors, particularly those new to the asset class, equate private credit with direct lending. However, private credit encompasses a much broader space than just direct lending. This year, amid concerns over software exposure and rising credit stress in direct lending, we have seen increased interest in other strategies. In particular, distressed and special situations credit strategies, a large and established segment of the market, are gaining popularity. On today’s episode, Aaron Mulvihill is joined by Brad Demong, Co-Chief Investment Officer of the Global Special Situations Group at J.P. Morgan Asset Management. They discuss why interest in distressed and special situations credit strategies has grown, how the private credit market has repriced following dislocations earlier this year and how the current private equity landscape is creating opportunities for distressed and special situations investors. Resources: For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify
- 2 weeks ago25 min
Alternative Realities: How do you boost returns in a concentrated market?
As equity markets become increasingly concentrated, investors are seeking strategies to diversify their exposures. Long-short strategies are one way to achieve this diversification while potentially capturing higher returns by building a portfolio that seeks to overweight winning stocks and short losing stocks. On today’s episode, Aaron Mulvihill is joined by Susan Bao, Portfolio Manager for the U.S. Equity Group, as they discuss the history of long-short strategies, why today’s environment has brought renewed interest in these strategies and where these types of strategies fit within investor portfolios. Resources: For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify
- Jun 25, 202629 min
2026 Mid-Year Outlook: Crosscurrents and Divergence Amidst an Increasing AI Surge
At the year’s midpoint, investors face a landscape shaped by surging AI investment, geopolitical uncertainty and diverging economic fortunes. The AI boom is powering exceptional growth in technology and semiconductors, while higher energy prices and global tensions add complexity to inflation and consumer sentiment. Shifting central bank policies and evolving global trends are redefining the outlook for fixed income, international equities and alternative assets. In this episode, join Gabriela Santos, Chief Market Strategist for the Americas, and Dr. David Kelly, Chief Global Strategist, as they present their mid-year outlook and share timely insights for navigating today’s market crosscurrents. Watch the video version on YouTube. Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify
- Jun 11, 202623 min
Alternative Realities: Absolute return strategies & trouble in private credit?
With inflation expectations on the rise, volatility has returned and stocks and bonds are increasingly moving together. This is driving interest in uncorrelated and absolute return strategies that can generate returns regardless of what’s happening with broader market beta or the economy. On today’s episode, Aaron Mulvihill is joined by Bill Eigen, Head of the Absolute Return and Opportunistic Fixed Income team, to discuss where an absolute return strategy fits in portfolios, areas of opportunity Bill is seeing in the market and thoughts on where we are in today’s credit cycle—including private credit. Watch the video version on YouTube. Resources: For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify
- Jun 4, 202630 min
Making sense of geopolitical risk
Geopolitical volatility is reshaping the global economic landscape, influencing everything from energy markets and trade flows to technological innovation and security strategies. As events in Iran, Ukraine and China drive profound shifts across markets, investors are challenged to adapt to a world where resilience and strategic foresight are more critical than ever. Heightened defense spending, evolving supply chains, and new approaches to international cooperation are redefining opportunities and risks, demanding a sophisticated understanding of the forces at play. In this episode, Gabriela Santos, Chief Market Strategist for the Americas at JPMorgan Asset Management, is joined by Derek Chollet, Head of the JPMorganChase Center for Geopolitics, to share his perspectives on the geopolitical forces shaping today’s markets and tomorrow’s investment decisions. Watch the video version on YouTube. Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify
- May 29, 202620 min
Saving smarter for college
College costs have soared well beyond inflation, making education planning a critical challenge for families and advisors. With public and private tuition rising faster than household incomes, the conversation has shifted from simply saving to strategically investing for education. Choosing the right vehicle—like a 529 plan—can make a meaningful difference, offering tax-deferred growth, tax-free withdrawals, and state-level benefits. This episode examines common misconceptions, the impact of procrastination and the realities of scholarships to provide a practical lens for advisors and parents seeking clarity in a changing environment. In this episode, join Gabriela Santos, Chief Market Strategist for the Americas, and Tricia Scarlata, Head of Education Savings at J.P. Morgan Asset Management, as they share actionable perspectives and personal experiences on building smarter education savings plans. Watch the video version on YouTube. Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify
- May 21, 202620 min
Alternative Realities: Investing in national security
Last year, JPMorganChase announced the launch of the Security and Resiliency Initiative, a 10-year, $1.5 trillion plan to facilitate, finance and invest in industries critical to national security. With an initial $10 billion in direct equity investments, the initiative aims to help select companies accelerate growth, drive innovation and strengthen strategic manufacturing. As Jamie Dimon, Chairman and CEO of JPMorganChase, put it, “It has become painfully clear that the United States has allowed itself to become too reliant on unreliable sources of critical minerals, products and manufacturing – all of which are essential for our national security.” In this episode, Aaron Mulvihill is joined by Jay Horine, Global Head of the Security and Resiliency Initiative, to discuss the priority areas that the initiative will be focusing on and the role that private companies play in making innovation happen. Watch the video version on YouTube. Resources: For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify
Get Insights Now summaries in your inbox
Free AI-powered daily recaps. Key takeaways, quotes, and mentions — in a 5-minute read.
Get Free Summaries →Free forever for up to 3 podcasts. No credit card required.
You Might Also Like
Listeners also like.
Prof G Markets
Daily market news and analysis covering earnings, geopolitics, Big Tech, and AI with clear, no-jargon insights.
How I Invest with David Weisburd
Interviews with top institutional investors about their strategies and decision-making.
Thoughtful Money with Adam Taggart
Expert advice on building wealth and managing money from top financial professionals.
Merryn Talks Money
A financial podcast exploring markets, investing, and personal finance through in-depth conversations with experts and thought leaders.
Bloomberg Intelligence
Analysis of Wall Street investments and company research from Bloomberg Intelligence experts.
Invest Like the Best with Patrick O'Shaughnessy
Interviews with top investors and business leaders reveal strategies and insights for smarter investing and decision-making.
Bloomberg Intelligence
Market analysis and financial insights from Bloomberg experts and newsmakers as Wall Street opens.
Animal Spirits Podcast
Discussions on markets, investing, and life through the lens of current reads, media, and financial trends.
Masters in Business
Barry Ritholtz explores the people and ideas influencing markets, investing, and business.
The Credit Edge by Bloomberg Intelligence
A weekly analysis of corporate credit markets, focusing on key sectors, trends, and specific bond and credit default swap performance.
The Compound and Friends
A weekly discussion on business and investing with rotating guests offering expert analysis and opinions.
Odd Lots
Two financial journalists explore unusual market trends, economic quirks, and interviews with leading finance and economics thinkers.
About Insights Now
Welcome to Insights Now, the podcast channel from JPMorgan Asset Management featuring timely perspectives from our experts on asset游戏副本, markets and investment opportunities. Listen to the latest insights from Dr. David Kelly, Gabriela Santos and the Market Insights team at J.P. Morgan Asset Management as they sit down with a variety of thought leaders for conversational breakdowns of big ideas, future trends, emerging topics and their investment implications, helping you build stronger long-term investment plans.
Customized Recaps
AI-powered recaps with compact key takeaways, quotes, and insights.
Straight to Your Inbox
Get key takeaways from Insights Now in a 5-minute read.
Save Hours Every Week
Stay current on your favorite podcasts without falling behind.
Frequently Asked Questions
What is Podzilla's Insights Now daily summary?
It's a free AI-powered email that summarizes new episodes of Insights Now as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the Insights Now podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official Insights Now product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts. Upgrade to Pro for 15, or Premium for 50. Browse our full catalog at /podcasts.
How often does Insights Now release new episodes?
Insights Now publishes weekly. Our AI generates a summary within hours of each new episode.
What topics does Insights Now cover?
Insights Now covers topics including Business, Investing. Our AI identifies the specific themes in each episode and highlights what matters most to you.
Start getting Insights Now summaries tomorrow morning.
Free forever for up to 3 podcasts. No credit card required.
Free forever for up to 3 podcasts. No credit card required.