{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Ep. 339: Jay Pelosky on Tech Bubble (or Not), China vs. US, Clean Energy Plays","description":"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\u2019s 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;  ","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\/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>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/content\/196656140"}