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Ep. 234: Jay Pelosky on Bullish Equities, Early Cycle US and Trump Losing
Manage episode 440878430 series 2640191
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.
Follow us here for more amazing insights:
https://macrohive.com/home-prime/
258 episoder
Manage episode 440878430 series 2640191
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.
Follow us here for more amazing insights:
https://macrohive.com/home-prime/
258 episoder
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