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How Jamie Dimon's Bearish Call Is Reshaping Bank Stocks
When Jamie Dimon warns that markets are underestimating risks, it's worth paying attention. In this episode, Lucas and Luna break down what the JPMorgan CEO actually said on July 21, 2026 — and why he's avoiding stocks and Treasuries at current prices. They dig into how this stance affects bank valuations, the regional banking landscape, and whether Dimon's conservatism has ever backfired. Along the way, they connect the dots to Berkshire Hathaway's massive cash pile and examine if we're entering a 'show-me' market for financial stocks. A grounded look at…
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