Ep. 234: Jay Pelosky on Bullish Equities, Early Cycle US and Trump Losing
Macro Hive Conversations With Bilal Hafeez · Bilal Hafeez
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Show Notes
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 what the chances of recession are, US earnings and productivity, equities are not just a tech story, and much more.
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