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Insights Now

by Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

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Latest episodes

  • Alternative Realities: AI, redemptions and rate hikes in private credit

    October 9, 2026 · 17 min

    Fundraising for closed-end private credit vehicles reached a record high in the second quarter of this year, highlighting the sustained strong interest from investors. This achievement comes during a year of heightened scrutiny for the…

  • AI safety and the future of the buildout

    October 1, 2026 · 24 min

    AI safety is no longer just a technology debate — it's moving markets. The AI build-out continues to drive demand across semiconductors and software, while cybersecurity risks, supply chain constraints and global competition from Chinese…

  • Alternative Realities: Modeling better portfolios

    September 24, 2026 · 17 min

    In recent years, financial advisors have increasingly adopted model portfolios because they help deliver consistent and scalable portfolio management capabilities, while freeing up more time to spend with clients. As more alternative…

  • How might midterm elections move markets?

    September 17, 2026 · 25 min

    Political shifts and economic uncertainty are in the spotlight as midterm elections approach, but the real story unfolds beyond the ballot. From market swings and inflation to fundraising battles and redistricting, the landscape is…

  • Alternative Realities: The impact of AI on the future of investing

    September 3, 2026 · 24 min

    As enterprise adoption of AI accelerates, it’s increasingly important for organizations to implement these tools thoughtfully and safely. At the same time, harnessing the full capabilities of large language models can unlock efficiencies…

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  • The 2008 Great Financial Crisis

    August 27, 2026 · 25 min

    The Global Financial Crisis of 2008 stands as one of the most consequential events in modern market history, reshaping economies and investment thinking worldwide. This conversation traces the roots of the crisis—from the housing bubble…

  • The Late-1990s Dot-Com Bubble

    August 20, 2026 · 21 min

    The dot-com bubble marked a turning point in market history, fueled by the promise of internet technology and a wave of investor enthusiasm. Optimism, easy access to information and a booming economy set the stage for soaring IPOs and…

  • The 1998 Collapse of Long-Term Capital Management

    August 13, 2026 · 17 min

    The collapse of Long-Term Capital Management in 1998 revealed how even the most sophisticated strategies can unravel under extreme market stress. This episode explores the rise and fall of the hedge fund, the role of quantitative models…

  • The 1987 Stock Market Crash

    August 6, 2026 · 19 min

    The 1987 Stock Market Crash—known as Black Monday—stands as a defining moment in financial history, marked by a single-day decline of over 22% in the Dow Jones Industrial Average. This episode unpacks the forces that set the stage for such…

  • The 1929 Stock Market Crash

    July 30, 2026 · 20 min

    Speculative excess, technological innovation and the optimism of a new era converged in the Roaring Twenties, setting the stage for one of history’s most dramatic market events. The 1929 stock market crash revealed how exuberance and…

  • Moments in market history

    July 23, 2026 · 15 min

    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…

  • Alternative Realities: The case for distressed debt investing in private credit

    July 16, 2026 · 25 min

    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…

Full episode archive on Apple Podcasts →

About the show

Welcome to Insights Now, the podcast channel from JPMorgan Asset Management featuring timely perspectives from our experts on asset classes, 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.