Jay Pelosky

Macro Hive Author

If you would like to connect and contact the author,
please email meettheresearchers@macrohive.com
SPECIALITY: Asset Allocation, Rates,

Jay is the founder of TPW Advisory and former top ranked head of asset allocation at Morgan Stanley.


In: Hive Exclusives | Equities

Equity and Risk Markets: The Song Remains the Same

April 12, 2021

Summary Markets have pricked asset bubbles. It is hard to see any super-inflated public market pricing. Expect the US inflation bump to…

In: Hive Exclusives | Equities

How To Be A Successful Thematic Investor

April 06, 2021

Summary With the rise of funds like ARK Innovation, thematic investing is becoming more popular The Tri-Polar World and Global Risk Nexus…

In: Hive Exclusives | Equities US

The Bond Bear Market and the End of US Equity Dominance

March 09, 2021

Summary A coming economic boom favours rotation out of bonds and Big Tech towards non-US and cyclical/value stocks. The recent rates selloff…

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