Investing in national security | 30 May 2026 | Alternative Realities

Host: Aaronn Mulvihill, Global Alternatives Strategist for J.P. Morgan Asset Management [00:00:08].
Guest: Jay Horine, Global Head of the Security and Resiliency Initiative for JPMorganChase [00:00:08].
Guest Background: Horine joined J.P. Morgan in 2006 to help run the Power and Utility group under Doug Petno, who then ran Natural Resources []. Horine subsequently ran Natural Resources, led North American operations, and partnered with Dorothee Blessing on the global coverage and industry effort []. He was tapped to lead the Security and Resilience Initiative approximately six months prior to the recording [].

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Host: Aaronn Mulvihill, Global Alternatives Strategist for J.P. Morgan Asset Management [00:00:08].
Guest: Jay Horine, Global Head of the Security and Resiliency Initiative for JPMorganChase [00:00:08].
Guest Background: Horine joined J.P. Morgan in 2006 to help run the Power and Utility group under Doug Petno, who then ran Natural Resources []. Horine subsequently ran Natural Resources, led North American operations, and partnered with Dorothee Blessing on the global coverage and industry effort []. He was tapped to lead the Security and Resilience Initiative approximately six months prior to the recording [].

Sector	Advisory Council Member	Background / Affiliation
Defense & Military	Phebe Novakovic [00:05:42] General Chris Cavalli [00:06:14] General Anne Dunwoody [00:06:14]	CEO of General Dynamics (Nuclear Submarines) [00:05:42] High-level U.S. Military Command [00:06:14] High-level U.S. Military Command [00:06:14]
Tech & Industrial Manufacturing	Jeff Bezos [00:05:56] Michael Dell [00:05:56] Jim Farley [00:05:56]	Amazon Founder / Technology Infrastructure Dell Technologies Founder / Advanced Hardware CEO of Ford Motor Company [00:05:56]

Investing in national security | 30 May 2026 | Alternative Realities | J.P. Morgan Asset Management

References

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Market Strategy Weekly – July 17, 2026 | Baird

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Capital Group: 2026 Midyear Outlook | 16 July 2026

Investing in national security | 30 May 2026 | Alternative Realities | J.P. Morgan Asset Management

References

More nuggets

Market Strategy Weekly – July 17, 2026 | Baird

BofA: The Consumer’s Summer Spending Surge | 15 Jul 2026

Must Read Research: SpaceX; The Next AI Winners; Europe’s Earnings Momentum; Buy Value | 14 Jul 2026

Capital Group: 2026 Midyear Outlook | 16 July 2026

The Security and Resiliency Initiative [00:00:21]

Supply Chain Vulnerabilities & Macro Background [00:01:46]

Priority Capital Allocation & Closed Deals [00:06:37]

Advisory Council Governance [00:05:18]

Labor Deficits & Industrial Cities [00:11:45]

Private Infrastructure Scaling & Venture Capital [00:14:05]

Closing & Reference Data [00:18:56]