{"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":"Making sense of geopolitical risk","slug":"making-sense-of-geopolitical-risk","published_at":"2026-06-04T18:07:23+00:00","page_url":"https://stenobird.com/podcast/insights-now-163657/making-sense-of-geopolitical-risk","show_page_url":"https://stenobird.com/podcast/insights-now-163657","url":"https://insightsnow.podbean.com/e/making-sense-of-geopolitical-risk/","audio_url":"https://mcdn.podbean.com/mf/web/bbqha5gs25ew8rre/Insights_Now_Ep_16-9_Podcast7y6fj.mp3","summary":"Geopolitical volatility is reshaping the global economic landscape, influencing everything from energy markets and trade flows to technological innovation and security strategies. As events in Iran, Ukraine and China drive profound shifts across markets, investors are challenged to adapt to a world where resilience and strategic foresight are more critical than ever. Heightened defense spending, evolving supply chains, and new approaches to international cooperation are redefining opportunities and risks, demanding a sophisticated understanding of the forces at play. In this episode, Gabriela Santos, Chief Market Strategist for the Americas at J.P. Morgan Asset Management, is joined by Derek Chollet, Head of the JPMorganChase Center for Geopolitics, to share his perspectives on the geopolitical forces shaping today’s markets and tomorrow’s investment decisions. 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","meta_description":"Geopolitical volatility is reshaping the global economic landscape, influencing everything from energy markets and trade flows to technological innovation…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1817,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/insights-now-163657/episodes/making-sense-of-geopolitical-risk/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/making-sense-of-geopolitical-risk.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}