20 September 2024 Monetary Policy & Inflation | US

Ep. 234: Jay Pelosky on Bullish Equities, Early Cycle US and Trump Losing

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:

What are the chances of recession?
US earnings and productivity
Equities not just a tech story
Commodities and renewables
Overweight small caps and rest of world stocks
How to play China
US elections; Kamala odds of winning
Why Trump will struggle
Tri-polar world
Bearish dollar view
Sports: American college football and NIL

You can get more details on Jay’s work here and you can follow him on Twitter here.

Make sure to subscribe to the show on Apple, Spotify, YouTube, or wherever you go for your podcasts. You can follow us on Twitter and LinkedIn.

(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)

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Ep. 234: Jay Pelosky on Bullish Equities, Early Cycle US and Trump Losing

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