1 rich Libsyn https://www.libsyn.com 90 600 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 &amp;amp; Spending Super Cycle US Valuation &quot;Haircut&quot; vs. Non-US Bargains Reframing Bearish Narratives &amp;amp; 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 &amp;amp; Policy Incoherence Year-End &quot;Face Ripper&quot; Rally &amp;amp; Answering AI ROI Macro Hive Conversations With Bilal Hafeez https://macrohive.com/ <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/43030223/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/206667928