Episode 339
Ep. 339: Jay Pelosky on Tech Bubble (or Not), China vs. US, Clean Energy Plays
Macro Hive Conversations With Bilal Hafeez · Bilal Hafeez
December 17, 202548m 38s
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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:
- 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 Spain's clean energy plays
- Why 2025 is not like the 2000 dotcom bubble
- Private credit opportunities
- Attractive China tech valuations
- China's five-year plan
- Europe's potential
- Countries pressuring institutions to invest domestically rather than in US markets.