John Bilton

Drew Matus, MetLife market strategist who focuses on macro and Fed direction; John Bilton, JPMorgan multi-asset chief and former chemist who models asset allocation; Ted Mortonson, Baird tech analyst with semiconductor and AI infrastructure expertise. They debate Nvidia pricing and alternative silicon. They unpack how agentic AI reshapes compute, software economics, and portfolio positioning amid tech repricing.

John Bilton, Global Head of Multi-Asset Solutions at JPMorgan, shares insights on the equity outlook and the importance of diversifying beyond concentrated tech investments, emphasizing the role of commodities in the economic recovery. Jonathan Tamari, a Bloomberg Congress reporter, discusses the challenges Republicans face in healthcare reform and the implications of narrow majorities as they prepare for the midterms. Both guests explore the evolving political and economic landscape, highlighting key indicators to watch for in 2026.

John Bilton, Head of Global Multi-Asset Strategy at JPMorgan, and Stephanie Flanders, Chief Market Strategist for UK and Europe at JPMorgan, dive deep into global credit cycles. They discuss how post-crisis deleveraging has been slower than anticipated, with high debt levels persisting. The duo analyzes current global debt dynamics, including the risks in economies like China and the impact of low-interest rates on central banking. They emphasize the importance of tracking these cycles to inform investment strategies amid shifting financial landscapes.