Jay Pelosky on the Coming Boom, Mega-Tech Weakness and Big Government

Macro Hive Conversations With Bilal Hafeez · Feb 11, 2021 · 1h 2m

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't hurt stocks.

Why ARK will outperform FAANGs (RSP >SPY).

How non-US and EM (EMQQ) will…