Ep. 234: Jay Pelosky on Bullish Equities, Early Cycle US and Trump Losing

Jay Pelosky, founder of TPW Advisory and a veteran with 35 years in financial markets, shares his insights on the current economic landscape. He discusses the resilience of global markets amid recession fears and emphasizes that equities extend beyond the tech sector. With an optimistic outlook for growth, he advocates for small-cap stocks and commodities. Pelosky also dives into the political implications of the upcoming elections, particularly the Trump vs. Harris matchup, and explores the evolving dynamics of a tripolar world.