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 Global Asset Allocation Strategy. In this podcast, we discuss:

Tripolar World (TPW) - regional integration in Asia, Europe, and Americas.
Global growth long cycle driven by spending on AI, defense, and climate across regions.
China-US AI competition
The shift from chip quality to power costs as the key AI competitive advantage.
Brazil and Spain's clean energy plays
Why 2025 is not like the 2000 dotcom bubble
Private credit opportunities
Attractive China tech valuations
China's five-year plan
Europe's potential
Countries pressuring institutions to invest domestically rather than in US markets.

Asia's Plans to Continue With Virtual Meetings in 2023