JPMorgan’s Playbook for a 10-15% Correction (or Worse) — ft. Michael Cembalest

from Prof G Markets · host Vox Media Podcast Network

Ed Elson and Scott Galloway are joined by Michael Cembalest, the Chairman of Market and Investment Strategy for J.P. Morgan Asset & Wealth Management, to discuss how J.P. Morgan is approaching the AI bubble. He weighs in on how violent the correction will likely be, shares how he’s preparing for a “profit taking spark,” and unpacks his top risks for 2026. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episode metadata supplied by the publisher feed · Published Nov 21, 2025

Embed this episode

Attribution link and audio player

NOW PLAYING

JPMorgan’s Playbook for a 10-15% Correction (or Worse) — ft. Michael Cembalest

0:00 1:08:44

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Prof G Markets?

This episode is 1 hour and 8 minutes long.

When was this Prof G Markets episode published?

This episode was published on November 21, 2025.

Can I download this Prof G Markets episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!