Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

Cross Asset Strategy

<ul><li>US and Iran reportedly in talks to end war with a short memorandum</li><li>Market reaction to announcements and risk-reward analysis in various asset classes</li><li>Focus on EMFX trading stronger on hopes of resolution, with underlying fundamentals supporting EM growth and positioning clearing out</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

US and Iran reportedly in talks to end war with a short memorandumMarket reaction to announcements and risk-reward analysis in various asset classesFocus on EMFX trading stronger on hopes of resolution, with underlying fundamentals supporting EM growth and positioning clearing outThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EM Fixed Income: Parsing peace talks and payrolls

Podcast by Dom Cooke to explore big businesses, Business Breakdowns

Business Breakdowns

Podcast by Dom Cooke to explore big businesses

Learn how companies work from the people who know them best. We do deep research and interview industry veterans, investment professionals, and corporate executives to explain the inner workings of public stocks and private businesses. For each company, we break down their history, business model, financial statements, secret sauce, and bull/bear case. We believe every business has lessons to teach us and Breakdowns is here to highlight them. Learn more and stay up to date at www.joincolossus.com.

Equity Bottom-Up

Opendoor Technologies Inc. provides digital platform for residential real estates. The Company develops service model for real estate buying and selling on a mobile device. Opendoor Technologies serves customers in the United States.

<ul><li>Kaz Najation, CEO of Open Door, discusses the company's strong execution and growth</li><li>Open Door became EBITDA positive in April 2026 and aims to be adjusted net income positive by the end of the year</li><li>Kaz reflects on the structural shape of the company, its underlying models, and opportunities for growth</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Kaz Najation, CEO of Open Door, discusses the company's strong execution and growthOpen Door became EBITDA positive in April 2026 and aims to be adjusted net income positive by the end of the yearKaz reflects on the structural shape of the company, its underlying models, and opportunities for growthThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Opendoor: Q1 2026 Earnings - [Business Breakdowns, EP.245]

Podcast hosted by Hedgeye CEO Keith McCullough, Real Conversations

Real Conversations

Podcast hosted by Hedgeye CEO Keith McCullough

Hedgeye is an investment research and financial media company founded in 2008. Our core principles are transparency, accountability and trust. Hedgeye’s Real Conversations series, hosted by CEO Keith McCullough, brings together the brightest minds in the business to cut through the noise and discuss the financial market moves that actually matter.LEGALThe opinions expressed in Hedgeye Real Conversations are those of the individual speaking and not of Hedgeye, and should not be construed as specific investment advice. Hedgeye® is a registered trademark. All Hedegye Real Conversations are the intellectual property of Hedgeye. All rights reserved.

<ul><li>SP 500 at all-time high, up 8% year to date despite Iran conflict</li><li>NASDAQ also at all-time high, up 12.5% year to date</li><li>Liquidity driving market, Fed balance sheet growing at 6-7% annually, leading to market growth</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

SP 500 at all-time high, up 8% year to date despite Iran conflictNASDAQ also at all-time high, up 12.5% year to dateLiquidity driving market, Fed balance sheet growing at 6-7% annually, leading to market growthThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

'It's the Liquidity, Stupid' | Protect the Pile Episode 11

FX & Rates

The U.S. Dollar Index(USDX) indicates the general int'l value of the USD. The USDX does this by averaging the exchange rates between the USD and major world currencies. The ICE US computes this by using the rates supplied by some 500 banks. FOR REAL TIME SEE EIS ICEA<GO>.

<ul><li>Unemployment rate unchanged, labor market growth firming</li><li>Fed likely to remain on hold with limited implications for rates</li><li>Dollar weakened in reaction to data, market leaning towards shorting the dollar, but conditions for substantial dollar weakness last year may not be present now</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Unemployment rate unchanged, labor market growth firmingFed likely to remain on hold with limited implications for ratesDollar weakened in reaction to data, market leaning towards shorting the dollar, but conditions for substantial dollar weakness last year may not be present nowThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Rates – And now my fears, they come to me in threes

Commodities

Natural gas is a naturally occurring hydrocarbon gas mixture consisting primarily of methane, but commonly including varying amounts of other higher alkanes, and sometimes a small percentage of carbon dioxide, nitrogen, hydrogen sulfide, or helium. It is formed when layers of decomposing plant and animal matter are exposed to intense heat and pressure supplied by existing under the surface of the Earth over millions of years. The energy that the plants originally obtained from the sun is stored in the form of chemical bonds in the gas.

<ul><li>Gas inventories in Europe, especially in Germany and Netherlands, are at concerning levels</li><li>European Commission's target for storage is 90% full by 1st of October</li><li>Higher prices needed to incentivize faster injections and attract more spot LNG cargoes</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Gas inventories in Europe, especially in Germany and Netherlands, are at concerning levelsEuropean Commission's target for storage is 90% full by 1st of OctoberHigher prices needed to incentivize faster injections and attract more spot LNG cargoesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Collection of Aggregated Podcasts on Smartkarma

Podcasts
Collection of Aggregated Podcasts on Smartkarma

EM Fixed Income: Parsing peace talks and payrolls

US and Iran discussing peace memorandum, market reactions, upcoming US non farm payroll, focus on Colombia and Venezuela markets, uncertainty in...

At Any Rate

Opendoor: Q1 2026 Earnings - [Business Breakdowns, EP.245]

Portrait Research offers customized research reports to identify businesses that fit your frameworks, with CEO Kaz Najation discussing Open Door's...

Business Breakdowns

'It's the Liquidity, Stupid' | Protect the Pile Episode 11

The stock market, represented by the S&P 500 and Nasdaq, continues to reach all-time highs despite global conflicts and uncertainties, with various...

Real Conversations

Global Rates – And now my fears, they come to me in threes

The unemployment rate remained stable with a slight increase, while the labor market showed growth and the Fed is expected to hold rates steady...

At Any Rate

Global Commodities: An Inventory Detour

Overall, there is a concern over low gas inventories in Europe, particularly in Germany and Netherlands, and the need for accelerated injections...

At Any Rate