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Prof G Markets — The Sell America Thesis — ft. JPMorgan’s Michael Cembalest
Buzzing ratingBUZZING· 72%1h 13m·2025-05-08·Money

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

Prof G Markets

Scott and Ed discuss Trump’s tariffs on films produced outside the U.S., OpenAI scrapping its plans to become a for-profit company, and Warren Buffett’s decision to step down as CEO of Berkshire Hathaway. Then Michael Cembalest, the Chairman of Market and Investment Strategy for JPMorgan Asset & Wealth Management,…

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