Making Sense
354 episodes — Page 1 of 8
US midterms: Fiscal, market and geopolitical implications of the "blue wave"
Nov 9, 202627 min
Rebuilding resilience in America’s pharmaceutical supply chain
Nov 8, 202614 min
Capital is tilting East: Inside Asia’s AI gold rush
Nov 5, 202619 min
Closing the defense production gap
Nov 1, 20269 min
Sponsors, spreads and stress testing: Navigating 2026’s rate reset
Oct 29, 202614 min
The evolution of hedge fund performance: From enhancer to diversifier
Oct 26, 202619 min
How modern payments drive growth and resilience
Oct 23, 202618 min
One Year In: Advancing Economic Security and Resiliency
Oct 20, 202612 min
Blackstone on hedge funds: Why multi-strats are back
Oct 13, 202621 min
September jobs report: "When the risks are two-sided, you're in good position"
Oct 2, 20269 min
Why tokenization is gaining momentum
Sep 22, 202619 min
The Fed hikes rates. What happens now?
Sep 17, 20268 min
Navigating credit markets in 2026: “Don’t let the macro narrative overwhelm the micro”
Sep 16, 202619 min
The future of treasury: From back office to strategic forefront
Sep 11, 202624 min
How is automation shaping emerging markets?
Sep 8, 202614 min
What's next for tech equity capital markets in a record year for mega-cap IPOs?
Sep 4, 202616 min
Innovate to simplify: Structuring for modern markets
Sep 1, 202622 min
The capital required for critical supply chains
Aug 28, 202611 min
Power surge: The US electricity derivatives boom, with ElectronX
Aug 25, 202615 min
The new defense playbook: Partnerships, capital, capability
Aug 21, 20269 min
Global equities check-in: Europe strong, Asia rebuilding
Aug 18, 202613 min
CPI, inflation & IMAX: Why “fun” still feels expensive
Aug 14, 202621 min
Inside Blackstone’s hedge fund investing platform
Aug 11, 202631 min
July jobs report: How a big headline miss may be overstating weakness
Aug 7, 202610 min
Geopolitics vs. markets: How might the US, China and Iran reshape global risk?
Aug 4, 202619 min
Deals and discipline: What’s driving markets at mid-year?
Jul 30, 202622 min
Momentum vs. fundamentals in the AI trade: Insights from BlackRock
Jul 28, 202621 min
Sifting through shifts in Asia Pacific gold trading
Jul 24, 202614 min
The rise, reach and rallying power of the retail investor in Asia
Jul 14, 202616 min
What’s driving the systematic shift in commodities trading?
Jul 10, 202621 min
The future of commerce: Why checkout matters most
Jul 7, 202619 min
2026 mid-year outlook: Resilient growth, sticky inflation, shifting Policy
Jun 29, 202649 min
Dealmaking in healthcare: A mid-year pulse check
Jun 26, 202620 min
Coming soon: 2026 Global Research mid-year outlook (Full episode out Monday)
Jun 25, 20260 min
Security and Resiliency in Action: Powering the AI revolution
Jun 24, 20268 min
Emerging market credit: Liquidity in a new era
Jun 19, 202612 min
Equities update at mid-year: What drove the recent rally and what’s next?
Jun 12, 202624 min
Airline industry outlook: Fuel, fares and demand shifts heading into summer
Jun 9, 202617 min
Unlocking liquidity: The evolution of structured financing in private markets
Jun 5, 202612 min
Convergence in motion: Inside the institutional blockchain shift
Jun 2, 202619 min
A quant’s guide to finding alpha in commodities trading
May 26, 202621 min
What to expect from a Warsh-led Fed
May 22, 202610 min
Staying a step ahead in the bold new era of shareholder activism
May 15, 202621 min
The hidden costs of resilience: Financing the new supply chain reality
May 12, 202627 min
April jobs report: “Better than expected,” signs of resilience, and AI’s impact
May 8, 202610 min
The interplay between liquidity and collateral
May 5, 202624 min
ETFs and mutual funds: What dual share classes could mean for investors
May 4, 202627 min
How are retail investor dynamics shaping equity markets?
Apr 29, 202617 min
Explaining the disconnect between geopolitics and markets
Apr 27, 202628 min
Equities are back to all-time highs — what’s next?
Apr 21, 202614 min