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Ep. 339: Jay Pelosky on Tech Bubble (or Not), China vs. US, Clean Energy Plays

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

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.
06:28
Renewable energy is becoming a competitive advantage for AI data centers
18:18
Solar plus storage is now more competitive than oil and gas
25:32
China's tech can be bought at a fraction of the cost of US tech
32:23
China's expansion of clean renewable power is remarkable and gives it a competitive edge
39:16
Other countries' focus on AI, defense, and climate investment creates a negative view on the dollar

Chapters

Is the world splitting into three economic power blocs?
00:00
What’s fueling the next decade of global growth?
06:28
Can cheap renewable energy redefine global competitiveness?
14:27
Why is the U.S. falling behind in the clean energy race?
22:05
Is China turning the corner on deflation and leading in green tech?
32:23
Could the U.S. lose its grip on global capital markets?
39:16

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...