EPISODE · Jan 13, 2026 · 1H 26M
2026 Jamaica Outlook: The Rebuild That Changes Everything
from Limitless · host Matthew Preston & Thaon Simms
What if the next 10 years completely reshape which Jamaican investors win and lose? Investment professional Julian Morrison returns with a bold prediction: Jamaica's rebuild timeline could stretch a decade, not five years. Dr. Matthew Preston and Dr. Thaon Simms dig into which JSE companies have the balance sheets to survive and thrive.From Fontana's Portmore expansion to Wisynco's wallet share strategy to NCB's forced shrinking, Julian breaks down why earnings don't matter right now but capital does. Plus, a Limitless exclusive: the launch of his new newsletter, Market Failure.Chapters:00:00 Introduction and Christmas Vibes03:12 2026 Outlook: Why Julian Is Optimistic04:21 Cold War II and Jamaica's Position05:06 The 10 Year Rebuild Timeline08:04 Kingston Crowding and Business Opportunities11:08 Wisynco's Wallet Share Strategy14:14 GDP Per Capita: The Statistical Trick16:13 How US Immigration Changes Affect Jamaica19:21 Construction and Hardware Winners20:44 Jamaica Needed This Reset23:32 Healthcare Stocks Bull Case24:31 M&A Activity: Who's Buying What?29:10 AI, Industrialization, and Jamaica's Reality37:25 Metals Bull Run Explained41:14 Interest Rate Outlook for 202646:04 NCB vs Scotiabank: A Capital Story53:55 How to Evaluate Investment Funds1:01:58 The Three Things That Drive Bull Markets1:09:16 Micro Market Opportunities1:21:31 Julian's Top Picks: Fontana and Eppley1:24:12 Market Failure Newsletter Announcement🎧 Listen to more episodes: https://limitlesspodcast.buzzsprout.com🐥 Follow us on Twitter: https://twitter.com/Limitless_pod📷 Instagram: https://www.instagram.com/limitless_pod/💲 Get exclusive insights: https://bit.ly/Limitless-MMJA-Discount💝 Support the podcast: https://www.buzzsprout.com/1971039/support📧 Email us: [email protected]👍 If you enjoyed this episode, please like, subscribe, and share with someone preparing their portfolio for 2026!❓ Which JSE stock do you think has the strongest balance sheet for the rebuild? Drop your pick in the comments!⚠️ Disclaimer: The opinions expressed in this podcast are solely those of the hosts and do not constitute financial advice. We may own shares in any of the companies discussed on this podcast. Please consult a financial advisor before making any investment decisions.Send us Fan MailSupport the show
What this episode covers
What if the next 10 years completely reshape which Jamaican investors win and lose? Investment professional Julian Morrison returns with a bold prediction: Jamaica's rebuild timeline could stretch a decade, not five years. Dr. Matthew Preston and Dr. Thaon Simms dig into which JSE companies have the balance sheets to survive and thrive. From Fontana's Portmore expansion to Wisynco's wallet share strategy to NCB's forced shrinking, Julian breaks down why earnings don't matter right now but ca...
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2026 Jamaica Outlook: The Rebuild That Changes Everything
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