Interview to JPMorgan’s chief global markets strategist
Marko Kolanovic vs Jamie Dimon: opposite opinions, then JPMorgan is always right lol
I like Marko Kolanovic more. It’s not easy to be a contrarian today. In his case, a contrarian to his boss. So much confidence on the no-recession thesis and trust on the stock market resilience.
Don’t miss the hints: energy, small caps and high beta technology.