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Ep. 377: Jay Pelosky on the Tripolar World, the Spending Super Cycle, and the Global Earnings Boom
Episode 377
Published 1 month ago
Description
Jay Pelosky is the founder of TPW Advisory. He has over 35 years of buy-side and sell-side financial market experience. Before going independent, Jay was at Morgan Stanley, where he was ranked #1 by Institutional Investor in Global Equity Strategy and Global Asset Allocation Strategy. In this podcast, we discuss:
- The Tripolar World & Spending Super Cycle
- US Valuation "Haircut" vs. Non-US Bargains
- Reframing Bearish Narratives & High Nominal Growth
- European Plays: Financial Consolidation, Spain, and Poland
- Emerging Markets, China's Tech/Biotech, and Brazil Rate Cuts
- Energy Security, Clean Energy Adoption, and Battery Plays
- US Midterm Outlook & Policy Incoherence
- Year-End "Face Ripper" Rally & Answering AI ROI