{"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":158,"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":null,"page_url":"https://stenobird.com/podcast/insights-now-163657"},"episode":{"title":"Alternative Realities: What's next for oil prices?","slug":"alternative-realities-what-s-next-for-oil-prices","published_at":"2026-03-17T17:31:00+00:00","page_url":"https://stenobird.com/podcast/insights-now-163657/alternative-realities-what-s-next-for-oil-prices","show_page_url":"https://stenobird.com/podcast/insights-now-163657","url":"https://insightsnow.podbean.com/e/alternative-realities-whats-next-for-oil-prices/","audio_url":"https://mcdn.podbean.com/mf/web/v26mbdit4h76hcin/Alternative_Realities_Season_2_Episode_25a3x04.mp3","summary":"Energy markets are on edge as geopolitical risk meets shifting demand, elevating the importance of balance, quality and discipline in portfolio construction. Markets are pricing a near term risk premium while longer dated benchmarks remain steadier, yet timing matters as continued Strait of Hormuz disruptions can shift outcomes on a week by week basis. Join Aaron Mulvihill, Global Alternatives Strategist, and Aga Zmigrodzka, Equity Research Analyst, Energy and Infrastructure, at J.P. Morgan Asset Management as they discuss what’s next for oil markets and where disciplined capital allocation and strong balance sheets may uncover durable opportunities across the energy value chain. Watch the video version on YouTube. 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":"Energy markets are on edge as geopolitical risk meets shifting demand, elevating the importance of balance, quality and discipline in portfolio constructi…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1074,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/insights-now-163657/episodes/alternative-realities-what-s-next-for-oil-prices/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-what-s-next-for-oil-prices.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}