{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Jay Pelosky on the Coming Boom, Mega-Tech Weakness and Big Government","description":"Jay is the founder of TPW Advisory and former top ranked head of asset allocation at Morgan Stanley. In this podcast, we discuss:  The implications of a tri-polar world. The biggest boom is underway.. Which asset classes will perform in this new regime. The problem with a 60:40 portfolio. How to play clean energy (ICLN, ECAR) and why old energy (XLE) may still perform. Focusing on core themes: clean energy, innovation, fintech, and cyber. The Biden revolution that everyone is missing. Why rising rates won\u2019t hurt stocks. Why ARK will outperform FAANGs (RSP &amp;gt;SPY). How non-US and EM (EMQQ) will outperform US. Why US-China risks are overstated. Books that influenced Jay:  Against the Gods: The Remarkable Story Of Risk and  Capital Ideas (both Peter Bernstein),  Age of Ambition (Osnos),  Devil Take the Hindmost (Chancellor),  The Unwinding (Packer), and  The Great Risk Shift (Hacker)  ","author_name":"Macro Hive Conversations With Bilal Hafeez","author_url":"https:\/\/macrohive.com\/","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/17915663\/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>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/content\/95694611"}