Ep. 377: Jay Pelosky on the Tripolar World, the Spending Super Cycle, and the Global Earnings Boom

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