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The Global Investment Strategy View | March 2026 | J.P. Morgan
"Beneath the surface, the sector moves have been brutal. We're seeing sharp rotations as investors rapidly have to reprice global risk." - Alex Olman [00:00:51]
"I can sell as much Nvidia as I want and I can buy very, very little of a lot of overseas companies. That liquidity mismatch works in both directions." - Alex Olman…
"What if our AI bullishness continues to be right...and what if that's actually bearish?" - Citrini & Alap Shah (Preface establishing the core thesis)
"A single GPU cluster in North Dakota generating the output previously attributed to 10,000 white-collar workers in midtown Manhattan is more economic pandemic than economic panacea." - Citrini (Describing the disconnect between AI productivity and…
"The lesson of India US trade deal is that time in the market makes money not timing the market... instead of waiting for it to happen it might would have been better to invest in the market." - Nilesh Shah (On the importance of staying invested regardless of geopolitical events) [00:27:22]
"If all this money are spent on Apple iPhone we will make America…