Making Sense

In this episode of J.P. Morgan’s Making Sense, Gurps Kharaud, head of Equities, Structuring and Financing Digital Markets, sits down with Rui Fernandes, head of Global Structuring, to unpack how structuring is evolving in today’s markets. They discuss what clients are asking for (more leverage, financing, protection and tailored exposures), as well as the need to keep solutions as implementable as possible — in other words, innovate to simplify. The conversation also explores how AI is starting to accelerate speed-to-market, improve customization and enhance long-dated post-trade servicing across complex structured transactions.

 

This episode was recorded on August 13, 2026. 

This communication is provided for information purposes only. Please visit www.jpmorgan.com/disclosures for important disclosures.  

© 2026, JPMorganChase & Co. All rights reserved.

In this episode of J.P. Morgan’s Making Sense, Michael Johnson, Security and Resiliency Initiative lead for Energy and the U.S. Government, sits down with Ben Wilson, Co-head of North American Mergers & Acquisitions, and Andrew Castaldo, Co-head of Mid-Cap Mergers & Acquisitions, to weigh in on the future of global supply chains. Over the course of the conversation, they cover critical mineral supply chains, manufacturing bottlenecks, and the shift from just-in-time to just-in-case inventory.

 

If you'd like to learn more, you can visit jpmorgan.com/sri.

This episode was recorded on March 4, 2026. 

This material was prepared by certain personnel at the Investment Banking Group of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide, and not the firm's research department. It is for informational purposes only. It 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 JP Morgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.

Copyright 2026, JPMorgan Chase & Co., all rights reserved.

In this episode of J.P. Morgan’s Making Sense, Bryan Long, Power Trading and Origination at J.P. Morgan, is joined by Sam Tegel, CEO of ElectronX, to explore why US power has become an increasingly attractive  and tradable product for a growing wave of global market participants. Against a backdrop of surging data center demand, renewable penetration, and grid complexity, they discuss how short-term electricity derivatives are unlocking new risk management tools and drawing in liquidity from proprietary trading firms, crypto miners, and institutional investors worldwide. The conversation also covers the convergence of power and compute costs, and what deeper market liquidity means for private capital deployment in US energy infrastructure.

 

This episode was recorded on May 19, 2026.

 

The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. They are not issued by Research but are a solicitation under CFTC Rule 1.71. 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. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures

© 2026 JPMorgan Chase & Company. All rights reserved.

In this episode of J.P. Morgan’s Making Sense, Mark Marengo, head of Diversified Industries Investment Banking, sits down with Derek Chollet, head of the JPMorganChase Center for Geopolitics, to unpack what’s changing across defense and aerospace. They discuss where investment is flowing, how emerging technologies are reshaping capability and military readiness and why deeper public-private partnerships are becoming essential to move the sector forward in the U.S., Europe and beyond.

 

This episode was recorded on March 4, 2026. 

This material was prepared by certain personnel at the Investment Banking Group of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide, and not the firm's research department. It is for informational purposes only. It 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 JP Morgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.

Copyright 2026, JPMorgan Chase & Co., all rights reserved.

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 to accumulation and how investor positioning is evolving across regions. They also discuss the key themes in play — from AI and semiconductors to miners and banks — as well as what risks could disrupt the path ahead, including rates, geopolitics and the fragility of investor conviction.

 

This episode was recorded on August 13, 2026. 

The podcast's views do not necessarily reflect those of J.P. Morgan Chase & Co or its affiliates (together “J.P. Morgan) and are not from J.P. Morgan’s Research Department. They do not constitute recommendations or offers to buy or sell securities. Intended for institutional and professional investors, not retail use, it is for informational purposes only. Products and services mentioned may not suit all investors or be available in all jurisdictions. J.P. Morgan may make markets and trade in discussed securities and asset classes. Visit www.jpmorgan.com/disclosures/salesandtradingdisclaimer for more disclaimers and regulatory disclosures. External speakers' opinions are personal and not J.P. Morgan's views.

© 2026 JPMorgan Chase & Company. All rights reserved.