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...
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 Vibes
03:12 2026 Outlook: Why Julian Is Optimistic
04:21 Cold War II and Jamaica's Position
05:06 The 10 Year Rebuild Timeline
08:04 Kingston Crowding and Business Opportunities
11:08 Wisynco's Wallet Share Strategy
14:14 GDP Per Capita: The Statistical Trick
16:13 How US Immigration Changes Affect Jamaica
19:21 Construction and Hardware Winners
20:44 Jamaica Needed This Reset
23:32 Healthcare Stocks Bull Case
24:31 M&A Activity: Who's Buying What?
29:10 AI, Industrialization, and Jamaica's Reality
37:25 Metals Bull Run Explained
41:14 Interest Rate Outlook for 2026
46:04 NCB vs Scotiabank: A Capital Story
53:55 How to Evaluate Investment Funds
1:01:58 The Three Things That Drive Bull Markets
1:09:16 Micro Market Opportunities
1:21:31 Julian's Top Picks: Fontana and Eppley
1:24:12 Market Failure Newsletter Announcement
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❓ 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.
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