Alternative Realities: Investing in national security
From Insights Now by Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management
May 21, 2026 · 21 min
About this episode
The episode discusses JPMorganChase's Security and Resiliency Initiative and its focus on investing in industries critical to national security.
Last year, JPMorganChase announced the launch of the Security and Resiliency Initiative, a 10-year, $1.5 trillion plan to facilitate, finance and invest in industries critical to national security. With an initial $10 billion in direct equity investments, the initiative aims to help select companies accelerate growth, drive innovation and strengthen strategic manufacturing. As Jamie Dimon, Chairman and CEO of JPMorganChase, put it, “It has become painfully clear that the United States has allowed itself to become too reliant on unreliable sources of critical minerals, products and manufacturing – all of which are essential for our national security.” In this episode, Aaron Mulvihill is joined by Jay Horine, Global Head of the Security and Resiliency Initiative, to discuss the priority areas that the initiative will be focusing on and the role that private companies play in making innovation happen. Watch the video version on YouTube. Resources: For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify
People in this episode
Host: Aaron Mulvihill
Guest: Jay Horine
Topics covered
- national security
- investment
- innovation
- manufacturing
- private companies
- economic resilience
Keywords
- national security
- investment
- JPMorganChase
- innovation
- manufacturing
- critical minerals
- economic resilience
Mentioned in this episode
Organizations: JPMorganChase, J.P. Morgan Asset Management
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