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BUZZING· 70%2h 11m·2025-07-29·Money

Trump Is Winning His Trade War, Michael Cembalest on 20 Years Running Research at Jpmorgan, Earnings Reactions Galore
The Compound and Friends
On this TCAF Tuesday, Michael Cembalest, Chairman of Market and Investment Strategy at J.P. Morgan Asset & Wealth Management joins Josh and Michael to mark the 20th anniversary of Eye on the Market, his influential research note that’s become must-read material for investors around the world. We’ll talk about some of…
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