The Consequences of Clearing Macro Overhangs

Published on
January 9th, 2020
45 minutes

The Consequences of Clearing Macro Overhangs

Investment Ideas ·
Featuring Jay Pelosky

Published on: January 9th, 2020 • Duration: 45 minutes

Jay Pelosky of TPW Investment Management sits down with Real Vision's Ed Harrison to discuss his investment framework for 2020. Looking at macro factors that could surprise market participants, Pelosky breaks down why the investors and institutions are unprepared for the level of inflation he expects to bear out in 2020. Additionally, Pelosky explains why an unexpected inflationary event could send the equity markets soaring and shock the bond market into downturn. Filmed on December 20, 2019 in New York.