undefined

Jay Pelosky

Chief Investment Officer/Co-Founder of TPW Investment Management, offering insights on the economic and political landscape.

Top 5 podcasts with Jay Pelosky

Ranked by the Snipd community
undefined
Dec 18, 2023 • 39min

Bloomberg Surveillance: Powell's Optimistic Outlook

Former NY Fed President Bill Dudley warns that the market may be getting ahead of itself after Fed Chair Powell's optimistic outlook. JP Morgan Asset Management Portfolio Manager Priya Misra believes markets are not pricing in the chance of Fed cuts below 3%. TPW Advisory Principal Jay Pelosky predicts a rate cutting cycle in 2024. US Marine Corps Veteran Elliot Ackerman provides an update on the Israel-Hamas war. Kevin Book, Clearview Energy Partners Co-Founder, discusses the impacts of ongoing attacks on commercial vessels in the Red Sea.
undefined
Nov 7, 2024 • 25min

Bloomberg Surveillance TV: November 6, 2024

Jay Pelosky, Chief Investment Officer and co-founder of TPW Investment Management, dives into the shifting economic and political dynamics affecting markets. Torsten Slok, Chief Economist at Apollo Management, discusses the challenges for the Federal Reserve amid changing political landscapes. Isaac Boltansky from BTIG analyzes the Democratic Party's identity crisis post-election and what it means for future governance. Together, they explore how recent election outcomes will shape investment strategies and economic forecasts.
undefined
Sep 20, 2024 • 26min

Bloomberg Surveillance TV: September 20, 2024

Jay Pelosky, Founder of TPW Advisory, discusses China's electric vehicle dominance, arguing it's overshadowing competitors except Tesla. Veronica Clark, a US Economist at Citi, anticipates a 50bps interest rate cut from the Fed in November. Tom Becker from BlackRock highlights that people aren't acting as if their jobs are at risk, despite current economic uncertainties. The conversation touches on China's clean energy surge, investment strategies, and resilience in the US economy, exploring opportunities across sectors amidst shifting economic dynamics.
undefined
Sep 20, 2024 • 1h

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.
undefined
May 24, 2024 • 33min

Bloomberg Surveillance TV: May 24, 2024

Guests discuss global investment outlook with focus on AI race, inflation, fiscal stimulus, Fed's rate cuts, gas prices, and summer travel expectations.