Shows
Insights NowEquity research insights: Key analyst takeaways & top investor questionsWatch the video version of YouTube.
In our thirteenth season of Insights Now, we delved into the research that informed our portfolio managers' investment strategies. Gabriela Santos engaged in insightful discussions with top-tier buy-side equity research analysts from J.P. Morgan Asset Management, covering a diverse array of sectors such as semiconductors, payments and fintech, industrials, utilities, healthcare, and financials. For the last episode of the season, Gabriela Santos, Chief Market Strategist for the Americas, and David Kelly, our Chief Global Strategist, reflected on the most memorable highlights from that season's extensive conversations. Additionally, they answered the t...2025-05-0220 min
Insights NowForecasting the future of financialsWatch the video version on YouTube.
Financials, the second largest sector in the S&P 500, has had its fair share of ups and downs in recent years. As the Federal Reserve kicked off its aggressive rate hiking campaign in 2022, the yield curve inverted, loan growth slowed and M&A activity plummeted, all of which hampered earnings growth. Then, in March 2023, the failures of several U.S. regional banks sparked concerns about the health of the banking sector and commercial real estate market. The dust from this crisis gradually settled, which, in conjunction with Fed rate cuts and...2025-04-1720 min
Insights NowAlternative Realities: Tech-driven alternative investmentWatch the video version on YouTube.
In this episode of Alternative Realities, we delve into the transformative landscape of venture and growth equity investing with a focus on technology and healthcare. Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by Patrick McGoldrick, Managing Partner of J.P. Morgan Private Capital, to discuss the evolution and current landscape of venture capital.
The conversation highlights the high-risk, high-reward nature of venture capital, the importance of skilled management and the strategic approach J.P. Morgan employs in identifying investment opportunities.
Jo...2025-04-1020 min
Insights NowA healthier outlook for healthcareWatch the video version on YouTube.
As the world emerged from the pandemic, healthcare companies encountered several challenges, including declining COVID-19-related revenues, increased R&D expenses and rising labor costs, all of which impacted earnings. Although the sector began to recover from its prolonged earnings slump in 2024, performance remained sluggish. Healthcare stocks rose just 2.6% last year, with performance suffering most after the election. Importantly, the healthcare sector is comprised of a range of sub-industries and performance beneath the surface has diverged. For example, as the sector has addressed the backlog of elective procedures delayed during the p...2025-03-2730 min
Insights NowAlternative Realities: Opportunities in global forestry and timberWatch the video version on YouTube.
In this episode of Alternative Realities, we explore the world of timber as an alternative investment asset class. Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by Angela Davis, President of Campbell Global, a subsidiary of J.P. Morgan Asset Management, to explore the unique benefits and opportunities timber offers to investors.
The discussion covers the perpetual lifecycle of timber forestry, the global footprint of Campbell Global’s forest management and the sustainable nature of timber as a climate-friendly product. The conversation also tou...2025-03-2121 min
Insights NowKey themes powering utilitiesWatch the video version on YouTube.
Utilities have traditionally been known for their defensive properties, which makes the combination of robust economic growth, technological excitement and elevated bond yields an unlikely recipe for their strong performance. That said, the sector’s 23% gain kept pace with the broader market last year. In 2025, this momentum should continue. After two decades of stagnant power demand, the electrification of the U.S. economy and the intense power needs of generative artificial intelligence should prompt demand to inflect higher. Additionally, with our aging grid infrastructure and more frequent extreme weather events, finding eno...2025-03-1317 minInsights NowAlternative Realities: Building an investment plan with alternativesWatch the video version on YouTube.
In this episode of Alternative Realities, we explore the dynamic world of alternative investments and their increasing accessibility to a broader range of investors. As these asset classes become more mainstream, we discuss their role in diversifying portfolios and enhancing returns.
Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by David Lebovitz, Managing Director and Strategist at the Multi-Asset Solutions Group, to discuss the inception and evolution of the Guide to Alternatives. They delve into the structure and importance of alternative investments, the i...2025-03-0620 min
Insights NowManufacturing a case for industrialsWatch the video version on YouTube.
Despite lagging the broader index, industrial stocks performed well in 2024, gaining over 17% on a total return basis. Sector fundamentals, however, have been more challenged. After an impressive post-COVID recovery supported double-digit earnings growth in 2022, industrial earnings have been in the doldrums alongside U.S. manufacturing activity. In fact, on a year-over-year basis, the sector is on pace to see earnings contract for the last three quarters of 2024. That said, prospects ahead look brighter. With AI and policy tailwinds, increased focus on domestic infrastructure investment and the Fed now easing policy, earnings g...2025-02-2719 min
Insights NowDoes it pay to invest in payments?Watch the video version on YouTube.
When people think of the financial sector, they typically think of boring businesses like banks or insurance companies. But the ongoing global shift to electronic payments has created a new, growthier industry of financial technology companies. These businesses tend to feature recurring revenues, high free cash flow, and low capital expenditures. The financial services sector, which houses Visa and Mastercard, returned 28% last year, while the consumer finances sector, home to credit card companies like American Express and Capital One, returned 55%, outperforming the Magnificent 7. Continued growth in consumer spending, a steeper yield c...2025-02-1318 minInsights NowAlternative Realities: Institutional strategies in alternative assetsWatch the video version on YouTube.
In this episode of Alternative Realities, we delve into the evolving landscape of alternative investments and their growing role in institutional portfolios. As the world of alternative investing becomes more accessible, we’ll explore how institutions have historically leveraged these assets for diversification and enhanced returns. Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by Kathryn Pasqualone, Client Advisor within our North America Institutional business, to discuss key themes such as vintage year diversification, liquidity considerations, and the importance of strategic and tactical asset allocation.
...2025-02-1020 min
Insights NowBeyond AI: Opportunities in semiconductorsWatch the video version on YouTube.
U.S. equities have been on a tear in recent years. After climbing 26% in 2023, the S&P 500 finished up 25% on a total return basis in 2024, marking the best two-year stretch for the index since the late 90s. That said, with a select few companies driving the bulk of this rally, markets have become unbalanced, and concentration risk remains a significant issue heading into 2025. In times like these, active management is as important as ever. Our thirteenth season of Insights Now, titled “The Analyst’s Edge: A day in the life of equit...2025-01-3125 minInsights NowAlternative Realities: Strategic Investing Amid UncertaintyWatch the video version on YouTube.
As the U.S. economy continues its robust growth into 2025, this episode of Alternate Realities delves into the complexities of investing amidst challenges like inflation, interest rate volatility and market concentration. Dr. David Kelly, Chief Global Strategist, is joined by Oksana Aronov, Head of Market Strategy and Alternative Fixed Income, and Hamilton Reiner, Portfolio Manager and Head of U.S. Equity Derivatives. They discuss the importance of diversification and strategic hedging in both fixed income and equity markets, emphasizing the need for absolute return strategies. The conversation also highlights the potential f...2025-01-3018 minInsights NowAlternative Realities: Exploring alternatives in 2025Watch the video version on YouTube.
Despite last year's excellent returns in public markets, alternative assets are garnering increased attention due to their income diversification benefits, high equity valuations and the potential for above-trend inflation. As alternative investments become more accessible to the public, allocations to these assets are expected to rise in the coming years. This trend underscores the importance of general education and thought leadership in the field of alternative investments. This is precisely the mission of the Guide to Alternatives and the Alternative Realities podcast. On this episode, Dr. David Kelly is joined by A...2025-01-1029 min
Insights NowInsights Now 2024 wrappedWatch the video version on YouTube.
The end of the year is near, and that means everyone is comparing their Spotify Wrapped and Apple Music Replays, making the case for why their most-listened-to song is the best. We wanted to do something similar for Insights Now. That is why, for our final episode of season 12, we will reflect on some of the most important takeaways from the 23 episodes we recorded this year. From exploring the fastest-growing themes in alternatives to navigating the complexities of the U.S. election, we’ve covered a lot of ground, so stay tun...2025-01-0116 minInsights NowAlternative Realities: Unlocking the potential of transport assets in modern portfoliosWatch the video version on YouTube.
In this episode of Alternative Realities, we’re going to explore the transportation sector's resilience amid geopolitical and market disruptions. we'll talk about how transport assets, like ships and planes, have shown stability during events such as the pandemic and geopolitical tensions. The discussion highlights the sector's critical role in global trade, the impact of regulations like the Jones Act and the evolving landscape influenced by tariffs and China's economic activity.
Dr. David Kelly, Chief Global Strategist is joined by Anurag Agarwal, Head Portfolio Manager for o...2024-12-2720 min
Insights NowThe “new 60/40” portfolioWatch the video version on YouTube.
In recent years, the notion of “correct” portfolio construction has been challenged and diversification has become unpopular. Stocks and bonds have shown an increased propensity to move together, calling into question the efficacy of the classic “60/40” portfolio. Moreover, sustained outperformance in select segments of global financial markets has caused portfolios to drift away from target allocations and left many investors with little motivation to allocate elsewhere. However, with a new year comes new forces driving markets, and the winners of the past may not be the winners of the future. To prepare p...2024-12-1918 minInsights NowAlternative Realities: Navigating the future of infrastructureWatch the video version on YouTube.
The pandemic, geopolitical tension and climate change have revived industrial policy around the globe. In the U.S., the IIJA, IRA, and CHIPs act collectively represent the largest investment in infrastructure since the Cold War. In particular, there are significant opportunities in modernizing and expanding the electrical grid as decarbonization and data centers drive up demand. In addition to these secular tailwinds, core infrastructure’s steady, uncorrelated cash flows make it a valuable portfolio diversifier. Today, Dr. David Kelly is joined by Chris Simard, an Investment Specialist in the J.P. Mor...2024-12-1214 minInsights Now2025: Out of the cyclical storm and into the policy fogWatch the video version on YouTube.
Despite uncertainty at the onset, 2024 is shaping up to be yet another impressive year for the economy and markets. A resilient consumer has put the U.S. on pace for another year of above-trend growth, and the S&P 500 has rallied over 25% so far, breaching $6,000 for the first time in history. That said, with a new year comes new opportunities as well as challenges. As the cyclical imbalances exacerbated by the pandemic and tight monetary policy continue to improve, economic conditions should normalize further in 2025, although a new element of policy...2024-12-0520 min
BEHIND THE VELVET ROPEMELISSA’S OLD NOSE (on Dorit’s Replacement For Kyle, Teresa’s Second Chair WWHL Appearance & Tre & Louie’s Fake Foreclosure)Melissa’s Old Nose is back to continue our recap and break down of Episode One, Season 14 of The Real Housewives of Beverly Hills, or, should we say, the season of Dorit. We cover it all and prepare for a season long show down that we did not know we needed but are so here for, Dorit vs. Kyle. Gabriela helps us make sense of it all - the good, the bad, the other. While we have her, Gabriela chats Teresa’s recent WWHL appearance - second chair (?), Jackie Goldschenider and Teresa’s recent chat, all the online rumors and nast...2024-11-261h 04BEHIND THE VELVET ROPEMELISSA’S OLD NOSE (on RHOBH Premiere, Dorit’s Iconic Era, Kyle’s Manipulation, Erika’s Loyalty & Kathy’s Mic Drop)Melissa’s Old Nose is back and so is RHOBH!!! Today Gabriela helps us recap and break down Episode One, Season 14 of The Real Housewives of Beverly Hills, or, should we say, the season of Dorit. After much hype and on line chatter about Dorit coming in hot, she did not disappoint. Jennifer Tilly and Bosom Saint John make their much anticipated debuts, Kyle is hurt and refuses to mention Morgan’s name, Garcelle fishes for a storyline, Sutton gets surreal, Kathy steals the show, Erika plays middleman and oh so much more. Melissa’s Old Nose helps us make sens...2024-11-251h 01Insights NowAsset allocation in the year aheadWatch the video version on YouTube.
As we usher in a new year, the investment landscape is almost certainly set to change. That’s why in our twelfth season of Insights Now titled, “Preparing for the path forward,” Dr. David Kelly will sit down with portfolio managers and strategists from across J.P. Morgan to discuss their key takeaways from 2024, and what they expect from the economy and markets in 2025. With the new year just around the corner, tune in to hear what opportunities we are most excited about, and what risks we are most mindful of, headin...2024-11-2116 min
Insights NowAlternative Realities: Democratizing access to alternativesWatch the video version on YouTube.
On previous episodes, we’ve discussed what’s called the “democratization of alternatives.” Put simply, alternatives have become more accessible to individuals as the investment vehicles have evolved to address pain points like high minimums and long lockup periods. Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by Anastasia Amoroso, the Chief Investment Strategist at iCapital. The platform is designed to help clients navigate the world of alternative investments. We’ll hear from Anastasia about what iCapital does to help individuals feel confident investing in alternativ...2024-10-2423 minInsights NowTaxes, deficits and federal debt, “Oh my!”Watch the video version on YouTube.
The U.S election is just a few short weeks away, and many investors are picking through campaign-trail noise to decipher what policies each administration would pursue and their implications. With both Former President Trump’s and Vice President Harris’s campaigns promising hefty amounts of spending but few clues on how it will be funded, the longer-term trajectory for taxes, the deficit and federal debt is largely uncertain, but must be addressed. According to the Congressional Budget Office, U.S. debt held by the public as a percent of GDP is ex...2024-10-2419 minInsights NowThe past, present and future of Fed independenceWatch the video version on YouTube.
Within our financial system, the idea that the Federal Reserve should operate as an independent entity is fundamental. Importantly, the Federal Reserve is a political institution that is accountable to Congress, but also to the public, and its independence ensures it can conduct monetary policy in a way that it perceives to be in support of its dual mandate without undue political pressures. However, some candidates on the campaign trail have expressed interest in giving other branches of government a say in the Fed’s decision-making process, meaning that this election cou...2024-10-1117 minInsights NowAlternative Realities: Navigating alternatives as an individual investorWatch the video version on Youtube.
In this episode of Alternative Realities, we’re going to be exploring the alternatives landscape from the perspective of the individual investor. Historically, these asset classes have been the domain of institutional capital, but the structure of alternative investment vehicles is evolving in ways that make them more accessible. Not only do individual investors have more access to alternatives, they also may have a greater need as the traditional 60/40 portfolio faces challenges like elevated valuations, positive stock-bond correlation and a negative real yield. Additionally, as more companies are choosing to stay pr...2024-10-0316 minInsights NowThe ripple effects of regulationWatch the video version on YouTube.
Federal government regulatory policies have the potential to reshape both the economic landscape and the investment opportunity set and both candidates for president have expressed strong opinions on regulatory issues. However, their attitudes on regulatory oversight appear to vary across industries and issues affecting the economy and society. In addition, their power to implement regulatory change is limited both by political realities and the courts. For investors, it is important to remember that it is policy, not politics, that matters most for markets and the economy. However, history suggests that regulatory poli...2024-09-2615 min
Insights NowAlternative Realities: Unlocking value in private marketsWatch the video version on YouTube.
With comprehensive oversight and deep expertise in a diverse array of investment vehicles, including real estate, real assets, hedge funds, private equity, private credit and liquid alternative solutions, our mission is to demystify these often lesser-known asset classes. By providing clear, real-world examples, we aim to bridge the knowledge gap and empower investors to make informed decisions. Our goal is to bring these complex investment opportunities to life, showcasing their strategic value and how they can be effectively integrated into a diversified portfolio to achieve long-term financial objectives.
Join...2024-09-1921 minInsights NowNavigating shifts in global tradeWatch the video version on YouTube.
As rising geopolitical tensions and the pandemic fallout have uncovered weaknesses in global supply chains, many nations have begun to rethink their trading relationships. U.S. policy, for example, has turned increasingly nationalistic, with recent administrations implementing tariffs and non-tariff barriers to trade, allocating funds toward domestic development of strategic industries and proposing other protectionist measures to support domestic activity. This election season, tariffs and trade have once again found themselves at the forefront of recent discourse, with both candidates proposing a stricter stance on trade policy, but to varying degrees...2024-09-1217 min
Insights NowAlternative Realities: Private equity challenges and opportunitiesWatch the video version on YouTube.
2020 and 2021 were banner years for the private equity market as fiscal and monetary stimulus boosted fundraising, deal and exit activity. More recently, however, macro uncertainty and higher interest rates have put a damper on the asset class, which is highly dependent on leverage. Still, better-than-expected economic growth has supported recent performance. As companies, particularly in the Technology sector, wait longer to IPO, private equity has become an increasingly important way to get exposure to the high growth potential of early-stage companies. For decades, investors have used private equity to supplement their p...2024-09-0515 minInsights NowThe impacts of immigrationWatch the video version on YouTube.
So far, this U.S. election cycle has been nothing short of turbulent and a looming source of volatility for much of this year. With the summer now behind us and November quickly approaching, investors should more seriously consider the implications of the upcoming election, and the opportunities and risks that may arise from it. That is why for the 11th season of Insights Now, titled “The policy and investment implications of the U.S. election,” David and I will discuss topics at the forefront of this election season, and explore the...2024-08-2920 min
Insights NowAlternative Realities: The fundamentals of alternativesWatch the video version on YouTube.
In this episode:
The classic 60/40 stock-bond allocation has long been the accepted stalwart portfolio strategy. Currently, however, higher inflation has made the protection typically offered by the negative correlation between stocks and bonds less certain. Equity risk premiums are low, and interest rate volatility is high. On top of all that, public markets are becoming increasingly efficient, muting opportunities for excess return. As a result, investors are turning to Alternatives to ensure portfolios can still meet their long-term goals. Each alternative asset class has distinct characteristics and consequently a d...2024-08-2217 minBEHIND THE VELVET ROPEMELISSA'S OLD NOSE (on New Leaks From Inside Teresa’s Camp, John Fuda’s Past, “Reunion” Spoilers & RHONJ Pause) - IIMelissa’s Old Nose steps back Behind The Rope. Gabriela, that is and yes, she is back. Teresa, Melissa, Jennifer Aydin and the rest of the cast of RHONJ continue to be asked about the RHONJ bloggers which have taken over and effected this season to reveal secret DMs, leaked screeners and spoilers that were allegedly obtained directly from Teresa, her attorney, Jennifer Aydin and more. John Fuda’s alleged criminal past has just emerged on line. Gabriela has info on that which proves that nothing has been learned and that all parties involved are still working with external blogg...2024-07-311h 08BEHIND THE VELVET ROPEMELISSA'S OLD NOSE (on Teresa’s Lack Of Accountability for Toxic RHONJ, Tre’s New Leaks To Bloggers & John Fuda’s Past) IMelissa’s Old Nose steps back Behind The Rope. Gabriela, that is and yes, she is back. Teresa, Melissa, Jennifer Aydin and the rest of the cast of RHONJ continue to be asked about the RHONJ bloggers which have taken over and effected this season to reveal secret DMs, leaked screeners and spoilers that were allegedly obtained directly from Teresa, her attorney, Jennifer Aydin and more. John Fuda’s alleged criminal past has just emerged on line. Gabriela has info on that which proves that nothing has been learned and that all parties involved are still working with external blogg...2024-07-291h 01Insights NowWhy add international stocks to a portfolio?Watch the video version on YouTube.
A long cycle of U.S. equity outperformance over international equities has left investors wondering, “why add international stocks to a portfolio?” However, as the global economy has turned a corner, so have prospects for international equities, and many international markets have performed well in 2024 so far. In fact, more than half of the 50 top performing companies this year are located outside of the U.S. In addition to favorable valuations, an improving economic backdrop and positive fundamentals should highlight plenty of opportunities across the globe.
On this episode, Dr...2024-06-2011 min
Dental FuelDr. Gabriela Flores: Expert Advice Pause, plan, and progress! Dr. Flores is back with more pearls of wisdom in our latest #DentalFuel episode. She reminds us that it's okay to take a step back and think things through, especially with complex patient needs. And remember, not every patient is the right fit—sometimes, saying no is a step towards better care. Discover why this can be a learning curve for everyone involved. About the Guest:Gabriela Flores is a practicing dentist based in Miami Beach, Florida. With roots in the University of Florida for her undergraduate education, she transitioned to Tuft...2024-05-1710 min
Dental FuelDr. Gabriela Flores: Team Mistake Dr. Flores shares her winning philosophy: "Hire slowly, fire fast," and why embracing employee growth leads to a vibrant, energetic team. Whether they find me, or I find them, it's all about the winning ATTITUDE. About the Guest:Gabriela Flores is a practicing dentist based in Miami Beach, Florida. With roots in the University of Florida for her undergraduate education, she transitioned to Tufts University School of Dental Medicine for further studies. Post-graduation, Gabriela garnered a wealth of experience by working in distinct environments ranging from DSOs and PPO practices to holistic clinics before taking a...2024-05-1009 min
Dental FuelDr. Gabriela Flores: Financial MistakeDr. Gabriella Flores exposes the alarming truths behind dentist debt in the form of student loans and the questionable DSO compensation tactics! Have you ever imagined having to pay back your earnings if you don't meet production targets? Join us as we uncover these pressing issues and more, shedding light on the unique financial challenges facing today's newer dentists. Tune in and get the insights you need to navigate the economic aspects of your dental career. About the Guest:Gabriela Flores is a practicing dentist based in Miami Beach, Florida. With roots in the University o...2024-05-0308 min
Dental FuelDr. Gabriela Flores: Clinical MistakeDr. Gabriela Flores, fresh out of dental school, she took the bold step of owning a practice during a pandemic. Discover her secrets to building a successful fee-for-service practice and why setting the right patient expectations is everything. About the Guest:Gabriela Flores is a practicing dentist based in Miami Beach, Florida. With roots in the University of Florida for her undergraduate education, she transitioned to Tufts University School of Dental Medicine for further studies. Post-graduation, Gabriela garnered a wealth of experience by working in distinct environments ranging from DSOs and PPO practices to...2024-04-2609 min
Bez dobíjení#11: Gabriela Soukalová: O plném diáři a sebelásce„…a Gábi, kdy už si na nás uděláš čas?“ Nakonec udělala, byť má prý v diáři zoufale málo místa. Hostem dalšího dílu Bez dobíjení je Gabriela Soukalová!
U biatlonových střelnic a tratí už ji nepotkáte, ale každý, opravdu každý fanoušek ji moc dobře zná! Jen už vede trochu jiný život. Kdysi si ustlala minutu před startem závodu na trati, dneska už moc nepoleží. Gábina mluvila o svých hereckých ´výkonech´, o vrtání, nanášení hlíny, Sebelásce i sebelásce. A samozřejmě taky o novém do...2024-02-2730 min
With U PodcastHeart Behind the Wall: Gabriela KabatovaWhen Gabriela was inspired to volunteer, she never imagined herself serving behind bars. But when God prompted her heart, she ventured outside her comfort zone and into prison. Now, after 20 years of prison ministry, she shares her passion for responsibility, grace, forgiveness, reconciliation, and God’s love for all.
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Gabriela Kabatova lives in Prague, Czech Republic.
Gabriela served as a member of the Salvation Army volunteer team for prison visits (2006-10), and she is the founder and director of Prison Fellowship Czech Republic (2010-present).
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produced by Zach Van Dyke
...2024-02-2257 min
New Season Christian CenterLa Bendición De Cada Linaje :: Pastora Ma.Gabriela Gonzalez :: 02.04.24#new season #new season christian #new season church
#new season christian church #pastora Ma.Gabriela Gonzalez
#pastora ma. gabriela gonzalez #Pastor David Araujo
#predica cristiana #Palabra de dios #cristianos #Hallandale church
#Miami church #la bendicion #de cada linaje2024-02-0656 min
Millón de ImpactoEP. 3 ¿Cómo volverse viral y construir una comunidad? La historia de Gabriela, fundadora de Colectivo MillenialEn este 3er episodio, Gabriela, fundadora de Colectivo Millennial, comenta su trayectoria en las finanzas y revela las estrategias que le han ayudado a alcanzar el éxito en las redes sociales. Con más de 240k suscriptores en YouTube y 130k en Instagram, comparte como ha podido construir una comunidad auténtica, más allá de los seguidores.
Revela cómo la monetización de su contenido fue un proceso inesperado y enfatiza la importancia de disfrutar la creación de contenido y mantener la autenticidad. Un episodio que podría cambiar tu perspectiva sobre las...2024-02-0548 min
The Gabriela Houston Project: Storytelling in all its formsThe Gabriela Houston Project Ep1: Interview with Author Stephen AryanHi, I’m Gabriela Houston! Welcome to my channel where we discuss storytelling in all its forms! It’s my belief that storytelling is an intrinsic part of everyday life as well as an important part of many professions. On the show I talk to writers, artists, journalists, researchers and more about they use storytelling in their jobs and life.This week I chat with Stephen Aryan, an epic-fantasy writer and the author of the Age of Darkness and Age of Dread trilogies. His first novel, Battlemage, was a finalist for the David Gemme...2024-01-1758 minInsights NowBuilding stronger portfoliosWatch the video version on YouTube.
Successful long-term investing requires both the flexibility to navigate the ever-changing market tides and an engine of long-term assets to carry you forward. In this episode, we’re going to talk about both—how investors can build portfolios to navigate volatile market environments and generate better long-term returns. Such an endeavor requires an in-depth understanding of portfolio composition, the drivers of risk and return and the right mix of asset classes that are best suited for different market environments.
In today’s episode, Dr. David Kelly is joined by Corey H...2023-12-0718 min
That Tech PodThere's an App for That. Reed Smith's eDiscovery Resources Now Fit in Your Pocket with Records & eDiscovery Practice Leader David CohenToday Kevin and Laura chat with David Cohen of Reed Smith about their eDiscovery-focused app with the aim of creating a less cumbersome, and fast-updating repository of knowledge, documents and tips for attorneys and clients on the go. We talk about "intense AI," and the convergence of eDiscovery and data privacy. We discuss whether we still need the "e" in eDiscovery and if it is better to be a "master of all" or a legal specialist in 2023. We also cover access to justice issues and other terms that sound like classic Steven Seagal movies. You don't want to miss...2023-11-0732 minThat Tech PodCybersecurity Mistakes That Have Nothing To Do With Technology - And How to Fix Them with David Adeoye AbodunrinToday Kevin and Laura speak with David Adeoye Abodunrin about cyber threat intelligence, compliance versus cyber security and human firewalls. We get into a debate about Zuckerburg vs. Musk, being a prince and much more!With a remarkable track record spanning over two decades, David Adeoye Abodunrin PMP, CSM, CSPO, CSP-SM, MSC is a distinguished authority in Project/Program Management, Agile Transformations, Human Capital Management, Cybersecurity, and Coaching, offering a multifaceted approach to personal and professional and enterprise growth. Holding a plethora of certifications, including being a Certified Scrum Professional- Scrum Master(CSP-SM), Certified Management Consultant (CMC...2023-10-2435 min
A Farmácia da Mente - Ansiedade#41 - Agilidade Emocional, Bem-estar e Sistema SPIRE com o coach David XavierNeste episódio, o coach David Xavier explora o tema do bem-estar, apresentando-nos técnicas práticas como a agilidade emocional e o sistema spire, que podemos aplicar no nosso dia a dia e melhorar a nossa qualidade de vida. @david.s.xavier e @afarmaciadamente2023-08-2119 min
Pitacos do Chief - David Arty | Podcast de Design e UXDesign e Autismo: Pessoas Autistas e TDAH no Design - Gabriela Bechara | Podcast Design #55
✅ Hospedagem Cloud da Hostinger (Link com desconto incluso + cupom CHIEF)
👉 https://bit.ly/chief-hostinger
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📏 Curso Fundamentos do Design Visual
➡ https://fundamentosdodesign.com.br
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55° episódio do podcast Pitacos do Chief: Podcast de Design do Chief of Design.
O Podcast do Chief é um bate-papo entre o David Arty e seus inscritos e convidados de forma livre, aberta e com humor. A ideia aqui é poder desenvolver as ideias e conversar de forma direta e simples com Designers e profissionais do mercado criativo.
Neste episódio do nosso podcast, o convidada é Gabriela Bechara eo tema é autismo e acessibilidade.
Qual a relação ent...2023-07-181h 21Pitacos do Chief - David Arty | Podcast de Design e UXDesign e Autismo: Pessoas Autistas e TDAH no Design - Gabriela Bechara | Podcast Design #55
✅ Hospedagem Cloud da Hostinger (Link com desconto incluso + cupom CHIEF)
👉 https://bit.ly/chief-hostinger
_________________________________________________
📏 Curso Fundamentos do Design Visual
➡ https://fundamentosdodesign.com.br
_________________________________________________
55° episódio do podcast Pitacos do Chief: Podcast de Design do Chief of Design.
O Podcast do Chief é um bate-papo entre o David Arty e seus inscritos e convidados de forma livre, aberta e com humor. A ideia aqui é poder desenvolver as ideias e conversar de forma direta e simples com Designers e profissionais do mercado criativo.
Neste episódio do nosso podcast, o convidada é Gabriela Bechara eo tema é autismo e acessibilidade.
Qual a relação ent...2023-07-181h 21That Tech PodFrom Former Zillow Execs: The Tech Behind Getting a 2nd Home With David WillbrandFormer Zillow Execs, Austin Allison and Spencer Roscoff, have started a new venture, Pacaso, a fractional real estate investing site. David Willbrand joins Laura and Kevin to explain what that is and we discuss if its time for ThatTechPod to buy a baller home somewhere. David Willbrand is the Chief Legal Officer of Pacaso. Before joining Pacaso as its Chief Legal Officer, David founded, grew and chaired one of the most prominent startup and venture capital legal practices in the Midwest. He’s the author of “Seed Deals: How to Grow from Startup to Venture Capital,” and he’s a...2023-05-3040 min
Full-Stack Founders8. Gabriela Daboub & JobbiEn este episodio entrevistamos a Gabriela Daboub, Co-Founder y CEO de Jobbi, una startup Salvadoreña que ofrece una plataforma que conecta equipos de
freelancers latinoamericanos expertos en tecnología con negocios alrededor del mundo que están listos para crecer.
2023-04-251h 01Insights NowFinding direction in fixed incomeThis episode dives into positioning within fixed income. Dr. David Kelly is joined by Bill Eigen, portfolio manager for an unconstrained fixed income strategy at J.P. Morgan Asset Management. Bill offers a unique perspective, as his fund uses an opportunistic go-anywhere strategy that aims at delivering positive returns – no matter what’s happening in fixed income markets. In today’s particularly uncertain macro environment, Bill offers important insights on where he’s seeing opportunities, what areas he’s steering clear from and his latest thoughts on the markets and economy.
For more insights, tune into the Notes on t...2023-03-0325 min
The Human Show: Innovation through Social ScienceAmina & Gabriela: Love letter to David GraeberAmina Alaoui Soulimani is a doctoral research fellow at HUMA, the Institute for Humanities in Africa. Amina holds an MSc in Social Anthropology from the London School of Economics. Her current anthropological doctoral work at the University of Cape Town focuses on the ethics of care, AI, and the future hospital in Morocco.Gabriela Cabaña is a Ph.D. candidate at the LSE anthropology department. Gabriela is a transdisciplinary scholar originally trained in Sociology in Chile but also draws from political ecology and feminist theoretical perspectives. She is interested in the interplay between energy, bureaucracy, value, an...2023-02-2041 minInsights NowAre bonds really back and for how long?This episode kicks off our sixth season of Insights Now, entitled a “A Bond's Eye View", and we've decided to center this season around fixed income. Over the course of this season, Dr. David Kelly will sit down with slate of market strategists and portfolio managers to discuss the outlook for the Fed and other global central banks, the outlook for the dollar, diversifying within fixed income and how to think about bonds when positioning long-run investment portfolios.
On this episode, Dr. David Kelly is joined by Jordan Jackson, Global Market Strategist at J.P. Morgan Asset Ma...2023-02-1619 min
Amplify RJ (Restorative Justice)112. Addressing Racism In Education & Being a Restorative Politician w/ Gabriela LópezSend us a textThis week's guest is Gabriela López, She has been a teacher’s assistant, an arts instructor, a bilingual classroom teacher, a prison educator, a student teacher supervisor and a core member of Teachers 4 Social Justice, in addition to having the very relevant life experience of being first-generation and first in her family to go to college. Gabriela's TwitterGabriela's InstagramCheck out our LIVE EventsRep Amplify RJ Merch Connect with us on:Instagram, LinkedIn, Facebook, Twitter, Thr...2023-02-161h 21
The Friendly BearGypsyYogi Gabriela - Using Yoga & Meditation in Your Trading RoutineEpisode 286: Gabriela Barradas also known as the GypsyYogi joins the podcast to talk about how traders can incorporate yoga and meditation into their trading routines. Social MediaGabriela BarradasInstagram: gypsy.yogiiWebsite: gypsyogii.comDavid CapablancaInstagram: reverselongLinkedIn: David CapablancaTwitter: reverse_longYouTube: Friendly Bear ResearchProfitly: reverse_longSend us a text Cobra Trading2023-01-2425 minThat Tech PodThe Gamification of Live Events & The Future of Interactive Entertainment With Gamiotics CEO David CarpenterToday on That Tech Pod, Laura and Kevin speak with David Carpenter. David is the CEO of Gamiotics, Inc., a live entertainment software company that enables real time communication between audience and content and is powering the next generation of immersive and experiential entertainment. Gamiotics mission is to deliver authentic experiences through audience agency. He is a twenty-year veteran of the entertainment industry and a Tony nominated producer.He is currently a managing partner in the new interactive experience, The Twenty-Sided Tavern. Bringing a D&D style RPG game into live entertainment space using Gamiotics technology to...2023-01-1739 min
It's David Lives¿Cómo lograr un sueño cuando existen más adversidades que posibilidades? | PODCAST: It's David Lives 🧠El objetivo de este episodio es ayudarte, guiarte y tratar de brindarte las mejores herramientas en base a nuestra experiencia para que sepas, qué hacer cuando quieres estudiar algo, empezar un cambio, arriesgarte por algo que te apasiona, pero no tienes apoyo o sientes que no lo puedes conseguir.
¿Qué hacer si lo que quieres es algo fuera de lo convencional y debes luchar contra un mundo lleno de estereotipos?
Hoy junto a María Gabriela Martínez, hablaremos de su experiencia, qué hizo, cómo se sintió y a qué se...2022-12-1235 minInsights NowBonds are backTune in to hear Dr. David Kelly and Bob Michele, CIO and Head of the Global Fixed Income, Currency & Commodities group, discuss the outlook for fixed income and how investors can take advantage of opportunities.
Higher rates and rising inflation have created a particularly challenging environment for bonds this year, with the U.S. Agg. down a whopping 13% year-to-date. However, the selloff has also brought valuations down to their most attractive levels in years, and the backup in yields means bonds can once again provide investors with a reliable source of income and diversification. While economic uncertainties...2022-12-0117 minInsights NowCross-currents for corporate profitsIn this episode, Dr. David Kelly is joined by David Lebovitz, Global Market Strategist for J.P. Morgan Asset Management, for a discussion on the outlook for U.S. equities and what investors can expect from 3Q22 earnings season. Higher inflation, higher interest rates and slowing consumer demand have all posed considerable headwinds to U.S. equities and contributed to the large selloffs experienced in markets this year. As third-quarter earnings season kicks off, investors are hoping to gain insight into how earnings, revenues and margins are holding up as the macro environment gets rockier. While the risks dampening...2022-10-2520 min
Díaz de la vidaEPI 2. DAVID REINOSO y KATHERINE VELASTEGUIEn el episodio de hoy tenemos a uno de los comediantes más reconocidos de Ecuador, el Sr. David Reinoso junto a su esposa y actriz esposa Katherine Velastegui, quienes nos contarán acerca de su familia y un hecho que cambió todo en la familia Reinoso Velastegui. 2022-10-1717 min
David Stevenson's Adventurous Investor Newsletter PodcastAdventurous Investor in Conversation with iClima’s Gabriela Herculano on Decarbonisation and Investing plus Investment ideas: Listed VC funds - more pain to comeHow to invest in decarbonization with iClima’s Gabriela HerculanoA couple of weeks ago I caught up with iClima’s Gabriela Herculano to talk through the myriad ways that investors can put money to work in decarbonization. It’s a fascinating conversation where we range across a huge number of sectors. We talk about a huge range of practical issues including- will carbon markets ever take off?- How do we invest in new charging infrastructure?- What do you think will happen to battery markets over the next decade?- Beef RIP...2022-10-0534 minThat Tech PodWhy Passwordless Logins Should Be Implemented ASAP With ZeroBiometrics' David BurnettToday on That Tech Pod, Laura and Gabi chat with David Burnett.David Burnett has been working at security, identity, and authentication companies for almost 20 years. Early in his career, he spent seven years helping to make strong encryption successful and easy to use while at PGP Corporation and Symantec. Later, he focused on making biometric authentication easier and more popular than passwords. His work at Nok Nok Labs delivered early successes for the FIDO Alliance, an industry association that promotes a passwordless future. Samsung and Sony used Nok Nok Labs software to power the first FIDO-enabled f...2022-09-0630 min
The Psychology of Eating PodcastIn Session With Marc David: Normalizing Stress Binge Eating, & How to Create Better Habits with Food Gabriela, age 25, moved from Bulgaria to the US several years ago, and started noticing that food was becoming a challenge. Back in her home country, she never really put much thought into food. But when she moved to the States, someone pointed out that she had some extra weight, and Gabriela became bothered by the comment. She started a new routine of going to the gym, and restricting her food intake, but quickly found herself starting to binge eat. The pandemic hit, she broke up with her boyfriend, and her thoughts turned to consuming food … lots of it! She would ea...2022-08-1653 min
Academia de Crecimiento PersonalEP 83 Gabriela Vallarino: El Patio es Pa' TodosAcompáñanos en esta conversa junto a Gabriela Vallarino, que nos cuenta como nace la idea de crear un espacio único en Panamá, llamado "El Patio". Un lugar que junta lo mejor de dos mundos: Un buen parkeo para los humanos y un buen espacio para los perros. Gabriela es una de las fundadoras del primer Dog Park en Panama, llamado "El Patio". Un espacio que contiene areas verdes, gastronomía, experiencias y un buen ambiente tanto para los humanos como los perros.
A la hora de crear una idea nueva, sin duda se presentarán desafíos y mom...2022-08-0450 min
KAFÁRENSKÝ PODCASTGabriela Francová: V našem muzeu nenajdete jen výstavy a expozice | KAFÁRENSKÝ PODCASTGabriela Francová je od roku 2022 ředitelkou Muzea umění a designu v Benešově. Vystudovala žurnalistiku a veřejnou a sociální politiku na Univerzitě Karlově v Praze. Pracovala jako moderátorka a redaktorka v České televizi nebo jako referentka na ústředí České školní inspekce.
Co vše nabízí k vidění benešovské muzeu? Jaké výstavy se na letošní rok chystají? Můžete v MUD i relaxovat? A co vidí jako problematické u našeho muzea? Dozvíte se v dnešním podcastu Městské knihovny Benešov. Jsme rádi, že nás posloucháte! 2022-07-2533 minInsights NowAlternatives in a higher rate, slower growth world2022 has been a challenging year for most public asset classes, leaving many investors at odds on how to position portfolios, protect against inflation and identify areas for potential excess returns going forward. While markets have been more challenging, the need for income, capital appreciation and capital preservation has not changed. That’s where alternative investments may provide some solutions.
On this episode, Dr. David Kelly is joined by David Lebovitz, Global Market Strategist, to discuss the outlook for Alternatives in an environment with higher rates and slower growth.
For more information on the Guide to Alt...2022-06-3021 minInsights NowUnpacking the Tumultuous Equity MarketThe equity markets have seen a tumultuous and fairly disappointing few months in 2022. Investor sentiment has turned extremely bearish due to a land war in Ukraine, a more hawkish and aggressive Fed, and rising and persistent inflation. On this episode, Dr. David Kelly is joined by Andrew Tyler, Head of U.S. Market Intelligence, to discuss the current state of equity markets, the factors driving recent volatility, the takeaways form 1Q22 earnings season and the further implications of the Fed's rate hiking cycle on equity markets.
For additional insights on the 1Q22 earnings season, check out our...2022-05-1214 minInsights NowBuilding Resilient PortfoliosThe last few months have seen a swift and significant recalibration in markets. Inflation looks to be higher and stickier than previously assumed. The Fed has shifted more hawkish, now penciling upwards of seven hikes in 2022 and eyeing a faster pace of balance sheet reduction. On this episode, Dr. David Kelly is joined by Phil Camporeale, Portfolio Manager on the Multi-Asset Solutions group at J.P. Morgan Asset Management, to discuss asset allocation in an environment with higher uncertainty on interest rates and inflation. In light of recent geopolitical events , we are reminded that there is always the potential...2022-04-1226 min
JacucastParalisia do Sono - Casos de Terror EP16No episódio de hoje exploraremos a paralisia do sono, os aspectos que envolvem esse fenômeno e algumas histórias de pessoas que passaram por isso, inclusive nossa querida Thalita Simplício que contou para nós seu relato. Esperamos que gostem!
Apresentação, roteirização e direção: Gabriela Aburachid e Thalita Simplício
Edição: Gabriela Aburachid
Indicações:
https://docero.com.br/doc/x58sn55
https://www.mundofreak.com.br/tag/dear-david/
https://www.youtube.com/watch?v=fdtV5LeAJFk...2022-03-2553 minInsights NowImplications of the Russian Invasion of UkraineThe Russian invasion of Ukraine has brought horrible human consequences, but for investors it’s also raised a lot of questions. On this episode, we review the broad implications of the Russian invasion for investors in a special roundtable interview. Dr. David Kelly is joined by David Maccarrone, equity research analyst at J.P. Morgan Asset Management, and retired General Mastin Robeson, member of the Academy Security's Geopolitical Team, in a discussion moderated by Stephanie Aliaga, Research Analyst at J.P. Morgan Asset Management. General Robeson sheds light on the current state of play in geopolitics and the scenarios th...2022-03-0935 minInsights NowSolving for Climate Change with ESGOn today's episode, Dr. David Kelly is joined by Meera Pandit, Global Market Strategist at J.P. Morgan Asset Management, to discuss the efforts against climate change and the investment opportunities that may underlie this transition towards a more sustainable future. As the need to fight climate change has become more pronounced, sustainable investing has increasingly come into focus for investors. This episode discusses the outlook for U.S. climate spending, Europe’s energy transition as the conflict in Russia-Ukraine flares up, China and its green initiatives, and the investment opportunities in agriculture, transportation, food and water, and energy ef...2022-02-2425 minInsights NowInvesting in China in the Year of the TigerOn the first episode of Season 4, Dr. David Kelly is joined by Gabriela Santos, Global Market Strategist at J.P. Morgan Asset Management, to discuss what investors should expect from China in the Year of the Tiger and beyond. As China rings in the New Year, the road ahead holds substantial political and economic significance, from the Winter Olympics in Beijing to the Communist Party's 20th National Congress. China also faces substantial challenges in managing a potential property bubble, zero-tolerance approach to Covid and contentious international relationships. However, for investors, cheaper valuations and China's emphasis on growth stability with...2022-02-1022 min
Get Top Full Audiobooks in Fiction, Action & Adventure[Spanish] - Kalimán y los profanadores de tumbas by Super Heroe Sa De Cv, Carlos René Padilla, Edgar David AguileraPlease visit https://thebookvoice.com/podcasts/1/audiobook/636847 to listen full audiobooks. Title: [Spanish] - Kalimán y los profanadores de tumbas Series: #1 of Kalimán, el hombre increíble Author: Super Heroe Sa De Cv, Carlos René Padilla, Edgar David Aguilera Narrator: Oliver Díaz, José Luis López Limón, Kalimán, Yadira Aedo, Carlos Segundo, Edgar David Aguilera, Gabriela Ramírez Format: Unabridged Audiobook Length: 4 hours 40 minutes Release date: December 28, 2021 Genres: Action & Adventure Publisher's Summary: Aparecida por primera vez como radionovela en México en 1963, Kalimán y los profanadores de tumbas es la primera aventura del icónico héroe cre...2021-12-2805 min
Raíz: Proyectos Sociales15. Xirasol | Gabriela Hernández - Sobre la resilencia y la importancia de aprender al emprender, y proyectos sustentablesHola, ¡bienevenidas y bienvenidos a ¡Raíz: proyectos sociales!
En esta ocasión tenemos como a invitida especial a Gabriela Hernández. Que aún a su edad se atrevió a emprender en "Xirasol", e ir un paso adelante en la distribución de productos sustentables antes que grandes marcas de la industria en México dieran los primeros pasos. Sumado a este reto, ella estudiaba en su carra, demostrando la deterinación y recilencia que se debe de tener en todo emprendimiento. ¡Es un gusto que nos escuches, recuerda comaprtir nuestro podcast!
¡Nuestras Redes Sociales!2021-12-091h 20Insights NowAlternative Investments in a World of Higher InflationOn today’s episode Dr. David Kelly sits down with David Lebovitz, Global Market Strategist at J.P. Morgan Asset Management and author of the Guide to Alternatives publication, to discuss the role of alternative assets in portfolios. Investors have been increasingly interested in alternatives, but for many, this is still unfamiliar territory. How should we think about investing in alternatives vs. traditional stocks and bonds? Against a backdrop of rising inflation and interest rates where the outlook for fixed income looks increasingly challenged, could alternatives be a solution? Tune into hear two of J.P. Morgan Asset Management’s th...2021-11-1520 min
Nos tomamos un guayoyo by Gabriela MillánEl tamaño de una idea - Nos tomamos un guayoyo con David Bracho - Guayoyo #34Este guayoyito es con David Bracho, venezolano y un gran amigo.David estudió Marketing digital, es programador sin código de páginas web y aplicaciones móviles, es profesor de inglés, es emprendedor y el año pasado mientras todos estábamos en casa intentando asimilar la pandemia del coronavirus él se lanzó su primer congreso restaurantero para América Latina.En este guayoyo, es David quien se apropia del micrófono para contarnos su historia, hablarnos de cómo sus decisiones lo han llevado a vivir en muchos países, contarnos que en su familia...2021-11-081h 02Insights NowA Long-Term Look at China’s GrowthOn today’s episode Dr. David Kelly is joined by Gabriela Santos, Global Market Strategist at J.P. Morgan Asset Management, to discuss the recent developments in China and how they fit into the context of China’s long term growth story. While Chinese markets were the strongest outperformers in the pandemic-stricken year of 2020, they have since experienced significant bumps along the road as a result of a new regulatory crackdown and resurgence of coronavirus cases. This has weighed on equity market sentiment and caused some steep market selloffs. Is the China investment thesis still alive and well? Other disc...2021-09-1725 minThat Tech PodDinner at ILTACON with David Horrigan and Zach WarrenToday on That Tech Pod, Gabi checks in with Laura who is on the ground at ILTACON and chats with David Horrigan, Relativity’s discovery counsel and legal education director, and Zach Warren, editor-in-chief, Legaltech News.At Relativity, David leads the company’s legal and industry education and analyst relations programs and serves as liaison to legal associations. An attorney, law school guest lecturer, e-discovery industry analyst, and award-winning journalist, David has served as counsel at the Entertainment Software Association, reporter and assistant editor at The National Law Journal, and analyst and counsel at 451 Research.Zach...2021-08-2439 min