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EssentialInvestment Ideas

Jay Pelosky: "The Higher You Go, The Tougher It Gets"

Featuring Jay Pelosky

Sep 01, 2020 • 59 minutes

202

73

Essential

Investment Ideas

Jay Pelosky: "The Higher You Go, The Tougher It Gets"

What can investors do when the easy money has already been made? Ed Harrison discusses this & more with Jay Pelosky, macro investor & triumphant bull.

Featuring Jay Pelosky

Sep 01, 2020 • 59 minutes

What can investors do when the easy money has already been made? Managing editor, Ed Harrison, explores this question and more with Jay Pelosky, chief investment officer and co-founder of TPW Investment Management. Pelosky shares with Harrison his base case for China, Europe, and the U.S. as well as emerging markets, and he describes as what he sees as weakness in the long-end of the U.S. Treasury yield curve. Pelosky and Harrison then discuss how a successful vaccine would affect specific sectors of the market, such as tech and industrials. Finally, after sharing his thoughts on how the 2020 election would impact markets, Pelosky analyzes the potential new geopolitical coalitions that could form should deglobalization continue. Filmed on August 28, 2020. For Pelosky's latest report, "As The Tri Polar World Turns - The Higher You Go, The Tougher It Gets," click here: https://www.tpwim.com/insights/tri-polar-world-turns-08-20 Show More

In "Investment Ideas," Real Vision seeks out the market's best medium- and longer-term opportunities. The show is designed to provide actionable takeaways for investors with longer time horizons.

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In "Investment Ideas," Real Vision seeks out the market's best medium- and longer-term opportunities. The show is designed to provide actionable takeaways for investors with longer time horizons.

More Episodes

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