{"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":"Navigating the equity market rotation","slug":"navigating-the-equity-market-rotation","published_at":"2026-03-06T16:32:33+00:00","page_url":"https://stenobird.com/podcast/insights-now-163657/navigating-the-equity-market-rotation","show_page_url":"https://stenobird.com/podcast/insights-now-163657","url":"https://insightsnow.podbean.com/e/navigating-the-equity-market-rotation/","audio_url":"https://mcdn.podbean.com/mf/web/vppstrbvipd2iv6s/Insights_Now_Ep_16-2_Podcast_1_7urn3.mp3","summary":"Equity markets are shifting, with value and quality equities stepping into the spotlight and AI’s impact reaching far beyond technology. Small- and mid-cap names are drawing fresh attention, while international and emerging markets are finding new momentum. Changing consumer trends, evolving fiscal policy and sector standouts in financials and healthcare are all shaping the landscape for investors seeking what’s next. In this episode, join the Market Insights team's Meera Pandit, Global Market Strategist, and Katie Korngiebel, Research Analyst, as they share timely perspectives on the forces driving equities and where opportunity may emerge in today’s market. 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":"Equity markets are shifting, with value and quality equities stepping into the spotlight and AI’s impact reaching far beyond technology. Small- and mid-ca…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1544,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/insights-now-163657/episodes/navigating-the-equity-market-rotation/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/navigating-the-equity-market-rotation.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}