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Podcast: The Julia La Roche Show
Episode: #351 Jay Pelosky: The ‘EMification of America’ — The U.S. No Longer Deserves Its Premium Valuation
Description: Jay Pelosky, founder of TPW Advisory, makes the case that the U.S. no longer deserves its premium valuation — and that the biggest investing opportunity in decades is happening everywhere else.Jay's framework, the Tri-Polar World thesis, argues that regional integration across Europe, Asia and the Americas is the dominant force shaping the global economy. Built on 30+ years of global macro experience, his view is that a global growth long cycle — driven by government and private sector spending on AI, defense and renewable energy — remains firmly intact, and that the Iran conflict may actually accelerate it.His...