Making Sense

J.P. Morgan

“Making Sense,” the podcast channel from J.P. Morgan’s Commercial & Investment Bank, brings you views and analysis from the Investment Banking, Markets and Research businesses. In each episode, experts discuss the latest market outlooks, trends and developments impacting our complex global economy. Subscribe now for insights that will help you navigate the world we live in.

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Making Sense

Episodes (300)

May 26th A quant’s guide to finding alpha in commodities trading
May 22nd What to expect from a Warsh-led Fed
May 15th Staying a step ahead in the bold new era of shareholder activism

Making Sense

May 26, 2026
22½ minutes
20 MB

Commodities are an investing sphere unto themselves, offering diversification, decorrelation from equities and bonds – and plenty of surprises along the way. In this episode of Making Sense, Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, sits down with Kranthi Gade, head of Global Macro QIS Product Structuring, to hear how the quantitative strategies group builds and tracks systematic, tailored commodities trading for clients seeking alternative alpha. Tune in to hear the tactics and trends that comprise this fascinating approach to an equally fascinating asset class. This episode was recorded on May...

Making Sense

A quant’s guide to finding alpha in commodities trading

J.P. Morgan

00:00 -21:33