Tariff Talks: A Special 3-Part Series — Part 1: Wall Street with Jacob Manoukian, Head of U.S. Investment Strategy, J.P. Morgan Private Bank

The Founders’ Journey: Special 3-Part Series, Tariff Talks
In April 2025, sweeping new tariffs triggered market turmoil, shook CEO confidence, and sparked urgent questions across the business landscape. At Rallyday, we responded the way we did during COVID - by calling trusted voices on the front lines. And this time, we hit record.

In just 48 hours, we captured three candid conversations exploring this moment from every angle:

•  Wall Street (macro + markets)
•  Main Street (operations + strategy)
•  Your Street (mindset + leadership)

All three episodes are available now — no politics, no punditry. Just clarity, curiosity, and practical insight to help you lead through what’s next.

Part 1: Wall Street with Jacob Manoukian, Head of U.S. Investment Strategy of J.P. Morgan Private Bank
In this first episode of our special three-part series, we sit down with Jacob Manoukian, Head of Investment Strategy at J.P. Morgan Private Bank, for a candid look at how the financial markets have responded to the April tariff shock. Jake offers more than just a Wall Street analyst’s perspective — he brings rare clarity and historical context to this moment, drawing fascinating parallels to the early days of COVID and offering a steady-handed interpretation of what market volatility is really telling us. This is a masterclass in decoding noise versus signal, understanding what’s driving CEO confidence downward, and identifying the scenarios — good, bad, and middling — that may lie ahead. If you’ve been struggling to connect Bloomberg headlines to boardroom decisions, this conversation is the perfect place to start.

Jake brings a rare perspective-combining global insight, deep client experience, and a gift for translating macro events into practical takeaways. This conversation isn’t about politics or blame; it’s about understanding what’s really happening and how leaders can best position themselves and their organizations for what comes next.

Jacob Manoukian is not an investor in one or more of Rallyday private funds and did not receive any cash or non-cash compensation for participating in this podcast.

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www.RallydayPartners.com