JP Morgan

Magic Markets #225: US Downgrade and JPMorgan Views

Magic Markets2025-05-22T13:47:22+02:00

The US credit downgrade by Moody's wasn't a huge surprise, as they are just playing catch-up to what other ratings agencies already did. The complacency in the market in response to the downgrade is recently, as it sparks an opportunity to talk about the dollar as the world's reserve currency. In the same week, a JPMorgan investor day provided an excellent opportunity to dig into the wisdom of not just Jamie Dimon, but CFO Jeremy Barnum as well. Aside from some insights into JPMorgan's view on the economic outlook, Barnum delivered an absolute masterclass in capital allocation.

Magic Markets #225: US Downgrade and JPMorgan ViewsMagic Markets2025-05-22T13:47:22+02:00

Magic Markets Ep144: JP Morgan and Standard Bank

Magic Markets2023-09-27T22:29:49+02:00

Welcome to episode 144 of Magic Markets! In this exciting episode of Magic Markets, we delve into the captivating world of finance and banking, focusing on a heavyweight showdown between two financial giants: JP Morgan, the original titan of banking, and Standard Bank, a formidable local hero in its own right. This week we touch on what the endowment effect is and how is it helping banks when interest rates are going up? Should we be heeding JP Morgan CEO Jamie Dimon’s warnings about stagflation & a 7% FED funds rate? Join us on the podcast for all this and more!

Magic Markets Ep144: JP Morgan and Standard BankMagic Markets2023-09-27T22:29:49+02:00

Magic Markets Ep123: Growth, Value and Five-Year Fun

Magic Markets2023-05-03T18:05:48+02:00

Growth vs. value is one of the most stereotypical debates in the market. There’s so much to learn from these two approaches, so we used the opportunity this week to discuss this topic and look at some of the core differences. This included real-world examples of various companies that we have covered in Magic Markets Premium as well.

Magic Markets Ep123: Growth, Value and Five-Year FunMagic Markets2023-05-03T18:05:48+02:00

PREMIUM: US banking bonanza Q3’21

Magic Markets2022-06-21T19:25:26+02:00

Use the podcast player below to listen to our discussion on the US banking bonanza of Q3'21, which accompanies the detailed write-up below: (Date of report: 28 October 2021) Beneath the Surface - things you need to remember The land of the free, the home of the brave and the economy of the highly stimulated. We live in an unprecedented time of fiscal stimulus and the impact over the past 18 months has been clear to see, especially in the US. Bluntly, US banks are in rude health. Since 2008 and the introduction of extensive regulation in the wake of the [...]

PREMIUM: US banking bonanza Q3’21Magic Markets2022-06-21T19:25:26+02:00

Magic Markets Ep22: Banks – Boom or Bust?

Magic Markets2021-09-07T12:10:00+02:00

In Episode 22 of the popular Magic Markets podcast, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) look back fondly on their days in banking and investment banking in particular. After a year of volatile markets with high trading volumes, investment banks are posting terrific financial results. Well, those who have avoided crises like Greensill and Archegos at least. Banking is an industry of high risk and high rewards. In this episode, the hosts give insights into this space and how investors should think about banks in their portfolios. Claim your seat for the trading floor banter with the hosts of [...]

Magic Markets Ep22: Banks – Boom or Bust?Magic Markets2021-09-07T12:10:00+02:00

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