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Animal Spirits Podcast · 2025-10-27 · 41 min · 6,808 words

Talk Your Book: JP Morgan's Long-Term Capital Market Assumptions

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Today's Animal Spirits Talk Your Book is brought to you by JPMorgan. Go to jpmorgan.com slash LTCMA 2026, and that will bring you to their JPMorgan Long-Term Capital Market Assumption Report that we're going to talk about on the show today. That's jpmorgan.com slash LTCMA 2026. Welcome to Animal Spirits, a show about markets, life, and investing. Join Michael Batnick and Ben Carlson as they talk about what they are reading, writing, and watching.

All opinions expressed by Michael and Ben are solely their own opinion and do not reflect the opinion of Rydholtz wealth management. This podcast is for informational purposes only and should not be relied upon for any investment decisions. Clients of Ridholdt's wealth management may maintain positions in the securities discussed in this podcast. Welcome to Animal Spirits with Michael and Ben.

On today's show we talk to Gabby Santos. Gabby is the chief market strategist for the Americas at JP Morgan. And every year for the past 30 years, JP Morgan has done this capital assumptions thing where they look at uh putting out forecasts for inflation, GDP growth, Interest rates, stock market returns around the globe. And I think it's an interesting exercise because I got a call, I got a email just the other day from an advisor who said, hey, I'm going through my financial planning software and trying to put capital market assumptions in.

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