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, Jay explains why he believes we are in the early stages of a powerful bull market for emerging markets and commodities. Jay particularly favors Brazil and China.
You can get more details on Jay’s work here and you can follow him on X here.
Get full access to The Noble Update at
georgenoble.substack.com/subscribe
The Noble Update Podcast