Ep. 252: Jay Pelosky on How US Equities Could Underperform Rest of the World
Macro Hive Conversations With Bilal Hafeez
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Navigating a Tripolar World
This chapter explores the emergence of a tripolar world comprising Europe, Asia, and the Americas, highlighting their interconnectedness and distinctive challenges. It delves into the dynamic shifts in global trade, particularly China's influence in Asia and the U.S.'s stagnant engagement in South America. The discussion also analyzes the performance of U.S. equities versus international markets, emphasizing the potential for growth outside the U.S. amid changing economic patterns.
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