Latest / Macro Hive Conversations With Bilal Hafeez
Ep. 339: Jay Pelosky on Tech Bubble (or Not), China vs. US, Clean Energy Plays
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:
Tripolar World (TPW) - 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 as the key AI competitive advantage.
Brazil and…
The skinny
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