1 rich Libsyn https://www.libsyn.com 90 600 Jay&amp;nbsp;Pelosky&amp;nbsp;is the founder of TPW Advisory. He&amp;nbsp;has over 35 years of buy-side&amp;nbsp;and sell-side financial market experience.&amp;nbsp;Before going independent, Jay was at Morgan Stanley,&amp;nbsp;where&amp;nbsp;he was ranked #1&amp;nbsp;by&amp;nbsp;Institutional Investor in Global Equity Strategy and Global Asset Allocation Strategy.&amp;nbsp;In this&amp;nbsp;podcast, we discuss:&amp;nbsp; Tripolar World (TPW)&amp;nbsp;- regional integration in Asia, Europe, and Americas. Global growth long cycle driven by spending on AI, defense, and climate across regions. China-US AI competition The shift from chip quality to power costs&amp;nbsp;as&amp;nbsp;the key AI competitive advantage. Brazil and Spain’s clean energy plays Why 2025 is not like the 2000 dotcom bubble Private credit opportunities Attractive&amp;nbsp;China tech valuations China's five-year plan Europe's potential Countries&amp;nbsp;pressuring&amp;nbsp;institutions to invest domestically rather than in US markets.&amp;nbsp; Macro Hive Conversations With Bilal Hafeez https://macrohive.com/ <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/39442940/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/content/196656140