Show overview
Insights Now has been publishing since 2020, and across the 6 years since has built a catalogue of 168 episodes. That works out to roughly 60 hours of audio in total. Releases follow a fortnightly cadence.
Episodes typically run twenty to thirty-five minutes — most land between 18 min and 26 min — though episode length varies meaningfully from one episode to the next. None of the episodes are flagged explicit by the publisher. It is catalogued as a EN-language Business show.
The show is actively publishing — the most recent episode landed 5 days ago, with 26 episodes already out so far this year. The busiest year was 2025, with 42 episodes published. Published by Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management.
From the publisher
Listen to the latest insights from Dr. David Kelly, Chief Global Strategist, and Gabriela Santos, Chief Strategist for the Americas at J.P. Morgan Asset Management, as they sit down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics, and their investment implications, helping to inform the building of stronger long-term investment plans.
Latest Episodes
View all 168 episodesThe Late-1990s Dot-Com Bubble
The 1998 Collapse of Long-Term Capital Management
The 1987 Stock Market Crash
The 1929 stock market crash
Moments in market history
Alternative Realities: The case for distressed debt investing in private credit
Alternative Realities: How do you boost returns in a concentrated market?
2026 Mid-Year Outlook: Crosscurrents and Divergence Amidst an Increasing AI Surge
Alternative Realities: Absolute return strategies & trouble in private credit?
Making sense of geopolitical risk
Saving smarter for college
Alternative Realities: Investing in national security
Taking stock of today's markets
Alternative Realities: How will portfolios evolve with inflation, credit and innovation?
Navigating inflation, private credit and market sentiment
Does diversification include crypto?
Alternative Realities: What is the state of U.S. infrastructure?
Are Millennials and Gen Z priced out?
Millennials and Gen Z are navigating a financial landscape defined by rising costs, shifting job markets, and evolving expectations around wealth and opportunity. As affordability challenges intensify—especially in housing, education and healthcare—these generations are rethinking how they spend, save and invest. Their unique perspectives are reshaping consumer trends, fueling growth in new sectors, and prompting companies to innovate in response to changing demands. From the influence of social media on spending habits to the impact of technology and AI on career prospects, the next generation is confronting existential questions about their financial futures. In this episode, Global Market Strategists Jack Manley and Jordan Jackson and Market Insights Research Analyst Katie Korngiebel share timely insights and personal perspectives on the challenges and opportunities facing young Americans in today’s 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
Alternative Realities: Geopolitics, private credit and portfolio construction
Global markets are flooded with headlines, from shifting geopolitics to evolving economic landscapes and the rapid expansion of private markets. As investors navigate these dynamic times, understanding the broader context is more crucial than ever. In today’s episode, Aaron Mulvihill is joined by Kerry Craig, Global Market Strategist in APAC and Aaron Hussein, Global Market Strategist in EMEA, for a candid conversation about the questions foremost in clients’ minds around the world. Together, they unpack the latest developments in energy and infrastructure, explore how global shipping routes are affecting supply chains and address the growing concerns and opportunities in private credit. 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
Investing in AI opportunities across markets: Part 2
Artificial intelligence is rapidly transforming the investment landscape, prompting new questions about risk, opportunity and the future of market leadership. As innovation accelerates and disruption becomes a constant, understanding how to navigate this evolving environment is more critical than ever. This conversation explores the forces shaping today’s public markets, the balance between fundamentals and sentiment, and the strategic decisions that can help investors stay ahead in a world defined by change. In this special crossover episode between Insights Now and Alternative Realities, we continue our “AI and Investing” series, diving into how AI is reshaping opportunities within public markets. In this episode, join Meera Pandit and Stephanie Aliaga, both Global Market Strategists on the Market Insights team* for a timely exploration of AI’s impact on markets and the pathways to resilient, forward-looking portfolios. 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