The Jamie Dimon Apple Card, Greenland Ideas, WB-Paramount, TBPN x Vanity Fair | Diet TBPN

Watch on YouTube ↗  |  January 09, 2026 at 02:25  |  29:22  |  TBPN
Speakers
John Coogan — Co-Host, TBPN

Summary

The episode covers the Apple Card's move from Goldman Sachs to JPMorgan, including Goldman's consumer banking losses and JPMorgan's discounted acquisition of the card portfolio. It also discusses Greenland annexation payments, Warner Bros/Paramount/Netflix deal developments, and Google's Gemini market-share gains. Other topics include California billionaire tax commentary, Dell's new monitor, and miscellaneous TBPN culture segments.

  • Apple Card program shifts from Goldman Sachs to JPMorgan.
  • Goldman's consumer bank has lost billions; JPMorgan buys portfolio at a discount.
  • Google's Gemini 3 market share rises to 21.5%, signaling AI distribution gains.
  • Warner Bros rejects Paramount bid and sticks with Netflix; Paramount persists.
  • Greenland discussed as a resources acquisition target amid US payment proposal.
  • Jensen Huang comments on California billionaire tax; hosts debate policy effects.
  • Dell launches 52-inch 6K monitor; hosts react to product.
  • TBPN discusses a Vanity Fair feature and other culture/news items.
Ideas
John Coogan Co-Host, TBPN 2:07
JPM acquires Apple Card portfolio at discount.
JPMorgan is acquiring the $20B Apple Card portfolio at a roughly $1B discount—paying about $19B instead of the $21.6B that an 8% premium would imply—and its more consistent consumer banking operation positions it better than Goldman to run the program. This is a positive setup for JPMorgan, though the speaker does not frame it as an explicit stock trade.
JPM MED
John Coogan Co-Host, TBPN 22:19
Gemini share gains show Google AI execution.
Google's Gemini 3 is gaining significant market share—from 5.7% a year ago to 21.5% now—as Google's distribution push and app usage improve. The speaker frames this as Google executing in AI and taking share, while noting the Similarweb data reflects site visits rather than app traffic.
GOOG HIGH
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This TBPN video, published January 09, 2026, features John Coogan discussing JPM, GOOG. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: John Coogan  · Tickers: JPM, GOOG