{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Ep. 377: Jay Pelosky on the Tripolar World, the Spending Super Cycle, and the Global Earnings Boom","description":"  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   ","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\/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>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/content\/206667928"}