# Navigating inflation, private credit and market sentiment

Page: https://stenobird.com/podcast/insights-now-163657/navigating-inflation-private-credit-and-market-sentiment
Text version: https://stenobird.com/podcast/insights-now-163657/navigating-inflation-private-credit-and-market-sentiment.md
Podcast: [Insights Now](https://stenobird.com/podcast/insights-now-163657)
Published: 2026-04-30T18:45:16+00:00
Episode link: https://insightsnow.podbean.com/e/navigating-inflation-private-credit-and-market-sentiment/
Audio file: https://mcdn.podbean.com/mf/web/kwuvh2kari88q67x/VIDEO-AM-5365189-Insights_Now_2026_May-v2-audio-only-with-ad_16msvj.mp3
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JSON: https://stenobird.com/v1/public/podcasts/insights-now-163657/episodes/navigating-inflation-private-credit-and-market-sentiment
Duration seconds: 1792

## Resource

Navigating today’s dynamic markets means staying ahead of shifting sentiment, evolving fundamentals and global events that can shape investment strategies. From the impact of geopolitical conflicts on inflation and growth to the changing landscape of private credit and asset allocation, timely questions from clients reveal what’s top of mind for advisors and investors alike. In this episode, join Meera Pandit, Global Market Strategist, and Grant Papa, Research Analyst, as they answer timely client questions and share insights from the J.P. Morgan Asset Management Market Insights team. 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

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## Transcript

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