{"podcast":{"title":"Insights Now","slug":"insights-now-163657","podcast_index_feed_id":163657,"rss_url":"https://feed.podbean.com/insightsnow/feed.xml","website_url":"https://am.jpmorgan.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/4894000/jpm-am_podcast_cover_insights-now_1400x1400.png","author":"Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management","episode_count":163,"summary":"Our thought leaders sit down for a conversational breakdown of big ideas, future trends, emerging topics and their investment implications complete with key takeaways to help inform building stronger investment plans and portfolios for the long-term.","last_synced_at":"2026-07-17T02:19:38.645582+00:00","page_url":"https://stenobird.com/podcast/insights-now-163657"},"episode":{"title":"Alternative Realities: How do you boost returns in a concentrated market?","slug":"alternative-realities-how-do-you-boost-returns-in-a-concentrated-market","published_at":"2026-07-09T18:36:05+00:00","page_url":"https://stenobird.com/podcast/insights-now-163657/alternative-realities-how-do-you-boost-returns-in-a-concentrated-market","show_page_url":"https://stenobird.com/podcast/insights-now-163657","url":"https://insightsnow.podbean.com/e/alternative-realities-how-do-you-boost-returns-in-a-concentrated-market/","audio_url":"https://mcdn.podbean.com/mf/web/4ypfyifis43rii8y/Alternative_Realities_Season_2_Episode_31_Audio_Disclosures96io9.mp4","summary":"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","meta_description":"As equity markets become increasingly concentrated, investors are seeking strategies to diversify their exposures. Long-short strategies are one way to ac…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1535,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/insights-now-163657/episodes/alternative-realities-how-do-you-boost-returns-in-a-concentrated-market/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/insights-now-163657/alternative-realities-how-do-you-boost-returns-in-a-concentrated-market.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}