Insights Now
by Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management
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From 27 epsHosts
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Recent episodes
The 2027 Long-Term Capital Market Assumptions
Oct 19, 2026
30m 01s
Alternative Realities: AI, redemptions and rate hikes in private credit
Oct 9, 2026
17m 17s
AI safety and the future of the buildout
Oct 1, 2026
23m 59s
Alternative Realities: Modeling better portfolios
Sep 24, 2026
17m 22s
How might midterm elections move markets?
Sep 17, 2026
25m 16s
Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
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Total monthly reach
Based on the show's feed history.
Built from
By chart position
- 🇲🇾MY · Investing#235.2K to 64K
- 🇹🇭TH · Investing#373.2K to 40K
- 🇧🇷Brazil · Investing#1612.0K to 24K
- 🇮🇩ID · Investing#161496 to 6.1K
- 🇹🇷TR · Investing#186218 to 2.7K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
11K to 140K🎙 ~2x weekly·170 episodes·Last published today - Monthly Reach
Unique listeners across all episodes (30 days)
23K to 280K🇺🇸71%🇲🇾13%🇹🇭8%+3 more - Active Followers
Loyal subscribers who consistently listen
13K to 154K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 10/19/26 |  The 2027 Long-Term Capital Market Assumptions | Long-term investing is entering an era shaped by powerful secular shifts and bold innovation. Our latest annual forecasts expect economic nationalism to redraw the map for strategic industries, while artificial intelligence fuels a historic and transformative capex boom that over the long term we think lifts productivity across sectors. Global capital flows are also expected to be rewired, creating new opportunities and risks for portfolios as markets adapt to these forces. Inflation dynamics, asset class correlations and the role of real assets are all evolving, making diversification – including diversifying by theme – more essential than ever. In this episode, join Gabriela Santos, Chief Market Strategist for the Americas; Stephanie Aliaga, Global Market Strategist and Tim Lintern, Portfolio Manager and Quantitative Researcher, as they share new perspectives from J.P. Morgan Asset Management’s Long-Term Capital Market Assumptions and explore what’s next for investors, and positioning for the structural changes with the greatest impact on relative asset returns. Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify | 30m 01s | ||||||
| 10/9/26 |  Alternative Realities: AI, redemptions and rate hikes in private credit | Fundraising for closed-end private credit vehicles reached a record high in the second quarter of this year, highlighting the sustained strong interest from investors. This achievement comes during a year of heightened scrutiny for the asset class, with headlines focusing on underwriting concerns, the potential impact of artificial intelligence, disruptions in lending to software companies, and restrictions on withdrawals from certain semi-liquid funds. Against this backdrop, Aaron Mulvihill is joined in today’s episode by Jeff Bracchitta, Head of Private Credit at J.P. Morgan Asset Management. Together, they will discuss how different types of investors are viewing private credit, the possible effects of higher interest rates, and the evolving role of private credit in supporting AI-related capital expenditures. Resources: For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives InvestingListen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify | 17m 17s | ||||||
| 10/1/26 |  AI safety and the future of the buildout | AI safety is no longer just a technology debate — it's moving markets. The AI build-out continues to drive demand across semiconductors and software, while cybersecurity risks, supply chain constraints and global competition from Chinese models add complexity to an already dynamic theme. In this episode, join Gabriela Santos, Chief Market Strategist for the Americas, and Jason Yum, Research Analyst on the U.S. Equity Growth team, as they discuss how to think about AI as an investment theme and where opportunities are taking shape across the 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 | 23m 59s | ||||||
| 9/24/26 |  Alternative Realities: Modeling better portfolios | In recent years, financial advisors have increasingly adopted model portfolios because they help deliver consistent and scalable portfolio management capabilities, while freeing up more time to spend with clients. As more alternative products become available for private wealth clients, alternatives are starting to become an option that advisors can choose to incorporate into these model portfolios, raising the need for investor education across the board. On today’s episode, Aaron Mulvihill is joined by John Speer, Portfolio Manager, to discuss how alternative assets are being used in model portfolios, how liquidity is managed when using alternatives in models, and what the future of alternatives in models might look like. Resources: For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives InvestingListen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify | 17m 22s | ||||||
| 9/17/26 |  How might midterm elections move markets? | Political shifts and economic uncertainty are in the spotlight as midterm elections approach, but the real story unfolds beyond the ballot. From market swings and inflation to fundraising battles and redistricting, the landscape is changing fast. Global trade, AI adoption, and supply chain rewiring are shaping how investors and advisors think about opportunities and risks. With divided government likely, policy fundamentals and regulatory challenges take center stage, making it more important than ever to stay nimble and informed. In this episode, join Gabriela Santos, Chief Market Strategist for the Americas, and Meera Pandit, Global Market Strategist, as they break down what’s ahead for portfolios and the broader economy. 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 | 25m 16s | ||||||
| 9/3/26 | AI in investingenterprise adoption of AI+3 | Dillon Edwards | J.P. Morgan Asset ManagementApple Podcasts+1 | — | AIinvesting+5 | — | 23m 39s | ||
| 8/27/26 | financial crisisinvestment strategies+3 | Grant Papa | J.P. Morgan Asset ManagementMoments in Market History | — | financial crisis2008+6 | — | 25m 13s | ||
| 8/20/26 | dot-com bubblemarket history+5 | Katie Korngiebel | YouTubeApple Podcasts+2 | — | dot-com bubblemarket growth+5 | — | 21m 01s | ||
| 8/13/26 | hedge fundsmarket stress+4 | Noble Cooper | Long-Term Capital ManagementJ.P. Morgan Asset Management | — | Long-Term Capital Managementmarket collapse+5 | — | 16m 40s | ||
| 8/6/26 | stock market crashfinancial history+3 | Diago Mosqueira | J.P. Morgan Asset Management | Dow Jones Industrial Average | Black Monday1987 crash+3 | — | 18m 30s | ||
| 7/30/26 | stock market crashfinancial markets+3 | Katie Korngiebel | J.P. Morgan Asset Management | Roaring Twenties | 1929stock market+6 | — | 19m 47s | ||
| 7/23/26 | market historyinvestment decisions+3 | — | J.P. Morgan Asset Management | — | market historyinvestment+5 | — | 14m 37s | ||
| 7/16/26 | distressed debt investingprivate credit+3 | Brad Demong | J.P. Morgan Asset Management | — | private creditdistressed debt+3 | — | 25m 07s | ||
| 7/9/26 | long-short strategiesequity markets+3 | Susan Bao | J.P. Morgan Asset Management | — | long-short strategiesequity markets+3 | — | 25m 35s | ||
| 6/25/26 | AI investmentgeopolitical uncertainty+4 | — | J.P. Morgan Asset Management | Americas | AI surgeinflation+5 | — | 29m 07s | ||
| 6/11/26 | absolute return strategiesprivate credit+3 | Bill Eigen | J.P. Morgan Asset Management | — | absolute returnprivate credit+5 | — | 23m 48s | ||
| 6/4/26 | geopolitical riskglobal economic landscape+5 | Derek Chollet | J.P. Morgan Asset ManagementJPMorganChase Center for Geopolitics | IranUkraine+1 | geopolitical volatilitymarket shifts+5 | — | 30m 17s | ||
| 5/29/26 | college savingseducation planning+4 | Tricia Scarlata | J.P. Morgan Asset ManagementApple Podcasts+2 | — | college costseducation savings+4 | — | 20m 17s | ||
| 5/21/26 | national securityinvestment+4 | Jay Horine | JPMorganChaseJ.P. Morgan Asset Management | — | national securityinvestment+5 | — | 20m 50s | ||
| 5/14/26 | market dynamicsinflation+4 | — | YouTubeApple Podcasts+2 | — | marketsinflation+4 | — | 18m 09s | ||
| 5/7/26 | alternative investmentsprivate markets+4 | Jed LaskowitzAnton Pil | J.P. Morgan Asset Management | Middle East | alternative investmentsprivate markets+5 | — | 25m 09s | ||
| 4/30/26 | inflationprivate credit+4 | Meera PanditGrant Papa | J.P. Morgan Asset Management | — | inflationprivate credit+4 | — | 29m 52s | ||
| 4/16/26 | diversificationcrypto+4 | Jack ManleyBrandon Hall | BitcoinEther+1 | — | diversificationcrypto+7 | — | 32m 04s | ||
| 4/9/26 | U.S. infrastructurestrategic investment+3 | Darren Olson | American Society of Civil EngineersReport Card for America's Infrastructure | U.S. | infrastructureinvestment+5 | — | 18m 15s | ||
| 4/2/26 | MillennialsGen Z+5 | Jack ManleyJordan Jackson+1 | J.P. Morgan Asset ManagementYouTube+2 | — | financial landscapeaffordability challenges+5 | — | 30m 57s | ||
| 3/27/26 | geopoliticsprivate credit+5 | Kerry CraigAaron Hussein | J.P. Morgan Asset Management | — | geopoliticsprivate credit+5 | — | 27m 33s | ||
| 3/19/26 | Artificial IntelligenceInvestment Opportunities+4 | Meera PanditStephanie Aliaga | J.P. Morgan Asset ManagementInsights Now+4 | — | AIinvesting+5 | — | 31m 49s | ||
| 3/17/26 | oil pricesenergy markets+4 | Aaron MulvihillAga Zmigrodzka | J.P. Morgan Asset Management | Strait of Hormuz | oil marketsgeopolitical risk+4 | — | 17m 54s | ||
| 3/12/26 | artificial intelligenceprivate markets+3 | Aaron MulvihillStephanie Aliaga | J.P. Morgan Asset Management | — | AIinvesting+3 | — | 23m 35s | ||
| 3/6/26 | equity market rotationvalue equities+5 | Meera PanditKatie Korngiebel | J.P. Morgan Asset ManagementApple Podcasts+2 | — | equity marketsinvestment opportunities+5 | — | 25m 44s | ||
| 2/26/26 | private creditinvestment risks+4 | Brian Coleman | J.P. Morgan Asset ManagementApple Podcasts+2 | — | private creditinvestment risks+5 | — | 17m 00s | ||
| 2/12/26 | monetary policyinterest rates+5 | Jordan JacksonBrandon Hall | J.P. Morgan Asset ManagementFed+2 | — | Fed chairmonetary policy+5 | — | 19m 47s | ||
Showing 32 of 170
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Chart history for Insights Now
Peaked at #23 in MY, currently #23 in MY.
| Market | Genre | Peak | Current | Trend |
|---|---|---|---|---|
| MY | — | #23 | #23 | — |
| TH | — | #37 | #37 | — |
| MY | — | #91 | #91 | — |
| KE | — | #119 | #119 | — |
| TH | — | #128 | #128 | — |
| ID | — | #161 | #161 | — |
| Brazil | — | #161 | #161 | — |
| HK | — | #181 | #181 | — |
| TR | — | #186 | #186 | — |
Chart Positions
9 placements across 7 markets.
Chart Positions
9 placements across 7 markets.