Ep. 339: Jay Pelosky on Tech Bubble (or Not), China vs. US, Clean Energy Plays

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 by Institutional Investor in Global Equity Strategy and Global Asset Allocation Strategy . In this podcast, we discuss: Tripolar World (TPW) - regional integration in Asia, Europe, and Americas. Global growth long cycle driven by spending on AI, defense, and climate across regions. China-US AI competition The shift from chip quality to power costs as the key AI competitive advantage. Brazil and Spain's clean energy plays Why 2025 is not like the 2000 dotcom bubble Private credit opportunities Attractive China tech valuations China's five-year plan Europe's potential Countries pressuring institutions to invest domestically rather than in US markets.

You can listen to Ep. 339: Jay Pelosky on Tech Bubble (or Not), China vs. US, Clean Energy Plays online on Radio and Podcast. Open the player on this page to stream the available audio.

Ep. 339: Jay Pelosky on Tech Bubble (or Not), China vs. US, Clean Energy Plays is an episode from Macro Hive Conversations With Bilal Hafeez by Bilal Hafeez.

This episode is 48:38 long.

This episode was published on Dec 17, 2025.

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