Jamie Dimon: SELL NOW 4 Sectors Heading to Zero

Jamie Dimon delivers his most shocking warning yet: four entire sectors representing over $3 trillion in market capitalization are not just declining—they're heading toward complete obsolescence and total elimination within 5-10 years, and JPMorgan Chase has been quietly reducing exposure while advising institutional clients to do the same. From traditional print media where newspaper circulation collapsed 50%+ and advertising revenue fell 70%+ since 2000, to brick-and-mortar retail facing permanent consumer behavior shifts accelerated by COVID (e-commerce growing 15-20% annually while physical stores decline 5-10%), these aren't cyclical downturns but mathematical impossibilities where fixed cost structures cannot survive declining demand. The coal industry faces renewable energy that's now cheaper per kilowatt-hour while major corporations demand 100% renewable energy, and traditional cable TV confronts cord-cutting acceleration (5-8% annually, 20%+ among younger demographics) as streaming and social media capture permanent attention shifts. With AI accelerating content creation, logistics optimization, and cost structure advantages for digital alternatives, Dimon warns these sectors are "already dead—they just don't know it yet" as obsolescence happens faster than gradual decline scenarios most investors expect.

In this episode, you'll learn:

$3 trillion wealth destruction: Four sectors facing complete elimination, not gradual decline scenarios
Print media death spiral: 50%+ circulation loss, 70%+ ad revenue collapse, AI content automation
Retail obsolescence: E-commerce 15-20% growth vs 5-10% physical store decline, COVID behavior shifts
Coal industry mathematics: Renewables now cheaper per kilowatt-hour, corporate renewable demands
Cable TV collapse: Cord-cutting acceleration, streaming maturation, social media attention capture
AI acceleration factors: Content creation, logistics optimization making digital alternatives superior
JPMorgan positioning: Institutional exposure reduction, client transition advisory, financing shifts
Obsolescence timeline: 5-10 year elimination vs decades-long gradual decline assumptions
Investment implications: Why holding these sectors equals holding zero-bound assets