

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:
- How US, Europe and Asia are fighting over AI, climate and defence
- Fiscal capacity matters for growth stories
- Global equity bull market still in play
- US equities to underperform rest of the world in 2025
- Why Trump policies may not boost US stocks
- How Germany and China could surprise
- Japan repatriation
- Asset allocation views
You can get more details on Jay’s work here and you can follow him on Twitter here.