{"podcast":{"title":"Making Sense","slug":"making-sense-491900","podcast_index_feed_id":491900,"rss_url":"https://feed.podbean.com/marketmatters/feed.xml","website_url":"https://www.jpmorgan.com/country/US/en/jpmorgan","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/4665031/Making_Sense_1400x140073n2r.png","author":"J.P. Morgan","episode_count":300,"summary":"“Making Sense,” the podcast channel from J.P. Morgan’s Commercial & Investment Bank, brings you views and analysis from the Investment Banking, Markets and Research businesses. In each episode, experts discuss the latest market outlooks, trends and developments impacting our complex global economy. Subscribe now for insights that will help you navigate the world we live in.","last_synced_at":null,"page_url":"https://stenobird.com/podcast/making-sense-491900"},"episode":{"title":"Equities are back to all-time highs — what’s next?","slug":"equities-are-back-to-all-time-highs-what-s-next","published_at":"2026-04-21T14:37:36+00:00","page_url":"https://stenobird.com/podcast/making-sense-491900/equities-are-back-to-all-time-highs-what-s-next","show_page_url":"https://stenobird.com/podcast/making-sense-491900","url":"https://marketmatters.podbean.com/e/equities-are-back-to-all-time-highs-%e2%80%94-what-s-next/","audio_url":"https://mcdn.podbean.com/mf/web/5eqabfewdxa6jphb/JPM_DAAG_200426_v4_FINAL.mp3","summary":"In this episode, Eloise Goulder speaks with Andrew Tyler, head of Global Market Intelligence, and Federico Manicardi, head of International Market Intelligence at J.P. Morgan. They discuss the sharp rebound in global equities, as attention shifts from geopolitical shocks back to macro and earnings fundamentals. They also explore sector and regional leadership (including U.S. tech and financials, and opportunities across Asia and EM), as well as key risks to watch — such as a renewed escalation in Middle East tensions and inflationary concerns stemming from energy shocks and supply chain disruptions. This episode was recorded on April 20, 2026. The podcast's views do not necessarily reflect those of J.P. Morgan Chase & Co or its affiliates (together “J.P. Morgan) and are not from J.P. Morgan’s Research Department. They do not constitute recommendations or offers to buy or sell securities. Intended for institutional and professional investors, not retail use, it is for informational purposes only. Products and services mentioned may not suit all investors or be available in all jurisdictions. J.P. Morgan may make markets and trade in discussed securities and asset classes. Visit www.jpmorgan.com/disclosures/salesandtradingdisclaimer for more disclaimers and regulatory disclosures. External speakers' opinions are personal and not J.P. Morgan's views. © 2026 JPMorgan Chase & Company. All rights reserved.","meta_description":"In this episode, Eloise Goulder speaks with Andrew Tyler, head of Global Market Intelligence, and Federico Manicardi, head of International Market Intelli…","key_points":[],"chapters":[],"topics":[],"duration_seconds":858,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/making-sense-491900/episodes/equities-are-back-to-all-time-highs-what-s-next/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/making-sense-491900/equities-are-back-to-all-time-highs-what-s-next.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}