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Appearances Over Time

Podcast Appearances

Prof G Markets
The Sell America Thesis — ft. JPMorgan’s Michael Cembalest

part of the question we're trying to figure out here is you know clearly something has been triggered that could unwind this American exceptionalism theme and the question is whether it is now sort of irreversible I mean we You've been making analogies to landslides and to rivers, this idea that something happened and now the slide, it's just a natural force. It's going to happen.

Prof G Markets
The Sell America Thesis — ft. JPMorgan’s Michael Cembalest

part of the question we're trying to figure out here is you know clearly something has been triggered that could unwind this American exceptionalism theme and the question is whether it is now sort of irreversible I mean we You've been making analogies to landslides and to rivers, this idea that something happened and now the slide, it's just a natural force. It's going to happen.

Prof G Markets
The Sell America Thesis — ft. JPMorgan’s Michael Cembalest

part of the question we're trying to figure out here is you know clearly something has been triggered that could unwind this American exceptionalism theme and the question is whether it is now sort of irreversible I mean we You've been making analogies to landslides and to rivers, this idea that something happened and now the slide, it's just a natural force. It's going to happen.

Prof G Markets
The Sell America Thesis — ft. JPMorgan’s Michael Cembalest

The Capitol is going to move out of America. And I think this is the thing that I'm trying to think in my head. Is it as big of a natural event or is it something that could be reversed if, say, we elect a new president in four years or whatever it is?

Prof G Markets
The Sell America Thesis — ft. JPMorgan’s Michael Cembalest

The Capitol is going to move out of America. And I think this is the thing that I'm trying to think in my head. Is it as big of a natural event or is it something that could be reversed if, say, we elect a new president in four years or whatever it is?

Prof G Markets
The Sell America Thesis — ft. JPMorgan’s Michael Cembalest

The Capitol is going to move out of America. And I think this is the thing that I'm trying to think in my head. Is it as big of a natural event or is it something that could be reversed if, say, we elect a new president in four years or whatever it is?

Prof G Markets
The Sell America Thesis — ft. JPMorgan’s Michael Cembalest

Do you think Jamie Dimon does? I mean, you're one of the closest people to him. What is, if you could say, what do you think he thinks of it?

Prof G Markets
The Sell America Thesis — ft. JPMorgan’s Michael Cembalest

Do you think Jamie Dimon does? I mean, you're one of the closest people to him. What is, if you could say, what do you think he thinks of it?

Prof G Markets
The Sell America Thesis — ft. JPMorgan’s Michael Cembalest

Do you think Jamie Dimon does? I mean, you're one of the closest people to him. What is, if you could say, what do you think he thinks of it?

Prof G Markets
The Sell America Thesis — ft. JPMorgan’s Michael Cembalest

When you look at foreign markets, say we want to diversify out of the US, say we want to get into these other markets, what markets should we be focusing on? Should we be looking at Europe, China, India? What are some of the macro factors that you're taking into account as you evaluate these other foreign markets and their investment value?

Prof G Markets
The Sell America Thesis — ft. JPMorgan’s Michael Cembalest

When you look at foreign markets, say we want to diversify out of the US, say we want to get into these other markets, what markets should we be focusing on? Should we be looking at Europe, China, India? What are some of the macro factors that you're taking into account as you evaluate these other foreign markets and their investment value?

Prof G Markets
The Sell America Thesis — ft. JPMorgan’s Michael Cembalest

When you look at foreign markets, say we want to diversify out of the US, say we want to get into these other markets, what markets should we be focusing on? Should we be looking at Europe, China, India? What are some of the macro factors that you're taking into account as you evaluate these other foreign markets and their investment value?

Prof G Markets
The Sell America Thesis — ft. JPMorgan’s Michael Cembalest

Oh my God.

Prof G Markets
The Sell America Thesis — ft. JPMorgan’s Michael Cembalest

Oh my God.

Prof G Markets
The Sell America Thesis — ft. JPMorgan’s Michael Cembalest

Oh my God.

Prof G Markets
The Sell America Thesis — ft. JPMorgan’s Michael Cembalest

What is stagflation?

Prof G Markets
The Sell America Thesis — ft. JPMorgan’s Michael Cembalest

What is stagflation?

Prof G Markets
The Sell America Thesis — ft. JPMorgan’s Michael Cembalest

What is stagflation?

Prof G Markets
The Sell America Thesis — ft. JPMorgan’s Michael Cembalest

Yeah, have you changed anything in your strategy at JP Morgan since the tariffs? I think that's the other question we've been trying to address. We know that there is potentially a global shift on the table. We know that we should now be paying more attention to foreign markets. We know that the American exceptionalism trade is now at risk.

Prof G Markets
The Sell America Thesis — ft. JPMorgan’s Michael Cembalest

Yeah, have you changed anything in your strategy at JP Morgan since the tariffs? I think that's the other question we've been trying to address. We know that there is potentially a global shift on the table. We know that we should now be paying more attention to foreign markets. We know that the American exceptionalism trade is now at risk.