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Deep-Dives | Curated insights across markets, macros, history & more

Deep-Dives · Global · Curated insights across markets, macros, history, and intelligence | Showing 3 of 3

Deep-Dives | Curated insights across markets, macros, history & more

Distilling high-signal intelligence into digestible insights.

Deep-Dives · Global · Showing 3 of 3

Jamie Dimon: Why I Won't Buy Bonds, AI's Future & Leadership Lessons | 21 Jul 2026 | The Master Investor Podcast with Wilfred Frost

> "Our best year wasn't the year we made the most money our best year was the year we had only a 7% return in tangible equity it was 2008 and that outperformed everybody and that was our finest moment in a relative sense." - **Jamie Dimon** [[00:02:54](https://www.youtube.com/watch?v=vNbY8kR6-j0&t=2m54s)] > "I tell people if you said the market's going to fall 40% there's only a 10% chance that's 4% that's one PE…

Jul 21, 2026·JPMorgan
Jamie Dimon: Why I Won't Buy Bonds, AI's Future & Leadership Lessons | 21 Jul 2026 | The Master Investor Podcast with Wilfred Frost

Report: Semiquincententacles (23 Jun 2026) | Michael Cembalest | J.P.Morgan Asset Management

- Speaker: Michael Cembalest, Chairman of Market and Investment Strategy, J.P. Morgan Asset & Wealth Management. - Release Date: June 2026. - Context: A long-form special report titled "Semiquincententacles: The US Grip on Markets at 250" released in commemoration of the semiquincentennial (250th) anniversary of the US Declaration of Independence. - Core Metaphor: The "Aquilaceph"—a mythical beast that is half-bald…

Jun 24, 2026·JPMorgan
Report: Semiquincententacles (23 Jun 2026) |  Michael Cembalest | J.P.Morgan Asset Management

https://x.com/charliebilello/status/2009653124521140351?s=20

S&P500 2026 | Targets

Jan 9, 2026·S&P 500
https://x.com/charliebilello/status/2009653124521140351?s=20
Source
JPMorganLeaders, Investors & EntrepreneursMacro / Economics
+11 more tag
Podcast

Jamie Dimon: Why I Won't Buy Bonds, AI's Future & Leadership Lessons | 21 Jul 2026 | The Master Investor Podcast with Wilfred Frost

"Our best year wasn't the year we made the most money our best year was the year we had only a 7% return in tangible equity it was 2008 and that outperformed everybody and that was our finest moment in a relative sense." - Jamie Dimon [00:02:54]

"I tell people if you said the market's going to fall 40% there's only a 10% chance that's 4% that's one PE…

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UJ
Jul 21, 2026
Source
JPMorganMarkets & Investments
Source
S&P 500WallstreetGoldmanSachs
+6
Report, Blogs & Insights
+11 more tag
US

Report: Semiquincententacles (23 Jun 2026) | Michael Cembalest | J.P.Morgan Asset Management

  • Speaker: Michael Cembalest, Chairman of Market and Investment Strategy, J.P. Morgan Asset & Wealth Management.
  • Release Date: June 2026.
  • Context: A long-form special report titled "Semiquincententacles: The US Grip on Markets at 250" released in commemoration of the semiquincentennial (250th) anniversary of the US Declaration of Independence.
  • Core Metaphor: The "Aquilaceph"—a mythical beast that is half-bald…
View Full Article
UJ
Jun 24, 2026
6 more tags
JPMorganMorgan StanleyEquityReport, Blogs & InsightsMarkets & InvestmentsUS

https://x.com/charliebilello/status/2009653124521140351?s=20

S&P500 2026 | Targets

View Full Article
UJ
Jan 9, 2026