Ep. 339: Jay Pelosky on Tech Bubble (or Not), China vs. US, Clean Energy Plays
Macro Hive Conversations With Bilal Hafeez
20 HOURS AGO
Ep. 339: Jay Pelosky on Tech Bubble (or Not), China vs. US, Clean Energy Plays
Ep. 339: Jay Pelosky on Tech Bubble (or Not), China vs. US, Clean Energy Plays

Macro Hive Conversations With Bilal Hafeez
20 HOURS AGO
Shownote
Shownote
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 Glob...
Highlights
Highlights
The global economic landscape is undergoing a profound transformation, shaped by shifting geopolitical dynamics and accelerating technological innovation. In this environment, traditional investment frameworks are being challenged by the rise of regional power blocs and new drivers of growth. A seasoned strategist with decades of experience on Wall Street offers a forward-looking perspective on how these forces are redefining competitiveness across continents.
Chapters
Chapters
Is the world splitting into three economic power blocs?
00:00What’s fueling the next decade of global growth?
06:28Can cheap renewable energy redefine global competitiveness?
14:27Why is the U.S. falling behind in the clean energy race?
22:05Is China turning the corner on deflation and leading in green tech?
32:23Could the U.S. lose its grip on global capital markets?
39:16Transcript
Transcript
Bilal Hafeez: Welcome to Macrohive Conversations with Bilal Hafeez. Macrohive uses natural and artificial intelligence to educate investors and provide actual insights for all markets, from rates to equities to commodities. For our latest insights, visit m...