Jay Pelosky On Equity Outlook
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Podcast: Ex-Microsoft Apurv Jain on AI, Alternative Data and Nowcasting
Loved this podcast conversation with MacroX start-up founder Apurv (formerly of Microsoft and Bridgewater). You can listen here: Spotify - Apple Summary: The guest is the founder and CEO of Macro X, a San Francisco startup. It combines more than 1,000 alternative data pipelines (satellite images, searches, social posts,
Podcast: Ex-Morgan Stanley Equity Strat, Jay Pelosky, On Equities Rallying into Year-End (and Beyond)
Take a listen of my latest podcast with Jay: Spotify - Apple Summary: In this Macro Hive Conversations episode, Bilal interviews Jay Pelosky, founder of TPW Advisory and former head of asset allocation at Morgan Stanley, on his bullish global equity thesis. Pelosky argues the world is in a "tripolar&
Global Investors Have Already Been Giving Up On US Treasuries
With the US 10y trading around 5.1% today, fears over US fiscal risk are back. This has actually been going for a while with one area being foreign flows (Chart) Global investors have scaled back their Treasury purchases – most notably China, which has been a net seller over the
AI/Tech Bubble Talk Overdone?!
(My second test of this new platform!) I trawled through a ton of research recently and three things stood on AI/Tech: 1) Massive debt-funded capex, but there is still some free cashflow! (Chart 1) 2)Big tech could become the dominant sector (overtaking banks) in credit markets. Chart