Free Daily Podcast Summary
Markets Explained: Daily Summaries Delivered
by J.P. Morgan Asset Management Market Insights
In this increasingly tumultuous world, what should investors see as a signal? And what should they dismiss as noise? In this weekly podcast Karen and Hugh do exactly that – they digest the newsflow and work out what it means for global investors.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- Yesterday16 min
Not too worried about what the midterms mean for tech
Markets viewed the blue wave in the US midterms as a constraint on the continued growth in US tech spending. On this latest episode of the Markets Explained podcast, Hugh and Karen explain why they don’t agree with this interpretation, and why the latest US inflation release is the critical item to watch out for in the week ahead.
- 1 weeks ago14 min
Will US macro data move the market more than the midterms this week?
The US midterm elections loom this week, but with the polls suggesting at least some loss of control for the incumbent government, the outcome may not be big news for markets. The latest economic data is therefore likely to be more instructive, and with US payrolls on the docket, there is plenty to discuss.
- 2 weeks ago15 min
What to watch as earnings season enters full swing
In this week’s podcast, Hugh is joined by special guest Jon Ingram, Head of the Unconstrained team within the International Equity Group. With mega-cap tech earnings having been met with disappointment by the market so far, Hugh and Jon unpack what investors most want to hear from company management on AI capex, as well as how France’s political volatility is impacting European stocks.
- 3 weeks ago15 min
France and tech are feeling the bite of bonds
The news flow this week, whether from highly indebted data centre builders or the French riots, is a reminder that higher bond yields will always create stress somewhere.
- 4 weeks ago16 min
Will earnings be a tailwind for stocks again?
In this episode, Hugh and Karen dive into the upcoming earnings season and highlight the questions on their minds in the tech space and beyond.
- Oct 5, 202617 min
Jobs soft, oil flows improving but the bond market is still not happy
The US labour market could have added fuel to the bond market fire last week, but in fact it still looks broadly stuck in a ‘no hire, no fire’ pattern. With more and more oil leaving the Strait of Hormuz, one might also have expected the bond market to calm down. Hugh and Karen share their initial thoughts on what’s still worrying the bond market.
- Sep 28, 202617 min
Oil up, bond yields up, yet equities up too
On this week’s podcast, Hugh and Karen discuss the latest developments in the oil markets, including talk of diesel export curbs. They also highlight why the rise in bond yields has more to do with the resilience of economic growth than with inflation, and why equities are, so far, unfazed.
- Sep 21, 202619 min
The bond market is judge, jury and (sometimes) executioner
In this podcast, Hugh and Karen pick up on the latest political headlines from both Germany and the Middle East. They remind us why the economic implications are often far more sanguine than the political headlines would suggest, and why the bond market will act as the disciplining force, serving as judge, jury and sometimes executioner for bad politics and bad policies. The equity market, meanwhile, continues to ride the wave of economic resilience.
Get Markets Explained 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.
Thoughts on the Market
Analysis of current market events from Morgan Stanley experts.
The Markets
Goldman Sachs traders analyze recent market movements and identify potential investment opportunities.
Unhedged
Markets experts from the Financial Times break down the key ideas driving today’s financial news.
Prof G Markets
Daily market news and analysis on earnings, geopolitics, Big Tech, and AI with clear, no-jargon insights.
Merryn Talks Money
A financial podcast exploring markets, investing, and personal finance through in-depth conversations with experts and thought leaders.
Bloomberg Money
iHeartPodcasts
Macro Voices
Weekly market analysis and interviews with leading finance and macroeconomics experts hosted by a retired hedge fund manager.
Macro Voices
Weekly analysis of financial markets and macroeconomic trends through interviews with leading experts and a retired hedge fund manager.
Marketplace
Explains daily business and economic news with context, interviews, and global reporting for listeners without financial expertise.
Stock Movers
Short conversations analyzing today's biggest gainers and losers in global stock markets across major sectors.
Thoughtful Money with Adam Taggart
Expert advice on wealth-building and financial markets, hosted by Adam Taggart.
Marketplace Morning Report
A daily briefing on the economic news that matters, delivered in a concise, accessible format to start your day informed.
About Markets Explained
In this increasingly tumultuous world, what should investors see as a signal? And what should they dismiss as noise? In this weekly podcast Karen and Hugh do exactly that – they digest the newsflow and work out what it means for global investors.
Customized Recaps
AI-powered recaps with compact key takeaways, quotes, and insights.
Straight to Your Inbox
Get key takeaways from Markets Explained 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 Markets Explained daily summary?
It's a free AI-powered email that summarizes new episodes of Markets Explained as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the Markets Explained 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 Markets Explained product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by J.P. Morgan Asset Management Market Insights.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts, any in the catalog. Basic raises that to 15, Pro to 40 and Max to 100. Browse our full catalog at /podcasts.
What topics does Markets Explained cover?
Markets Explained covers topics including Business, Investing. Our AI identifies the specific themes in each episode and highlights what matters most to you.
Start getting Markets Explained 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.