Latest / Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio
How JPMorgan Is Winning the Bank Megacap Race
Lucas and Luna dive into JPMorgan's recent outperformance versus other megacap banks and big tech. With JPMorgan up 0.8% in a week where Microsoft fell 2.8% and Alphabet dropped 1.4%, the hosts examine what's driving the rotation into financials. Lucas breaks down JPMorgan's net interest income advantage, its growing market share in investment banking fees, and why CEO Jamie Dimon's cautious tone hasn't hurt the stock. They also touch on how Goldman Sachs just won $70 billion in asset management mandates, but argue JPMorgan's diversified model is more resilient…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.