Senior editor Ash Bennington is Archive: joins Jay Pelosky, CIO and co-founder of TPW Investment Management, to unpack his contrarian and bullish thesis on the economy and markets..
Archive: Senior editor Ash Bennington joins Jay Pelosky, CIO and co-founder of TPW Investment Management, to unpack his contrarian and bullish thesis on the economy and markets.
that the big plays is Pelosky argues for 2020 is not in tech, but in commodities, as well as in value stocks and cyclicals..
Pelosky argues that the big plays for 2020 is not in tech, but in commodities, as well as in value stocks and cyclicals.
He is explains that the overwhelmingly strong stimulus, both in the forms of monetary and fiscal policies, have undergirded demand in a way that will allow it to spring back later in the year..
He explains that the overwhelmingly strong stimulus, both in the forms of monetary and fiscal policies, have undergirded demand in a way that will allow it to spring back later in the year.
the decade of Europe and ESG, is Pelosky also discusses why this is the growing appreciation for EM currencies, and the potential headwinds that might dampen the current broad appetite for equities..
Pelosky also discusses why this is the decade of Europe and ESG, the growing appreciation for EM currencies, and the potential headwinds that might dampen the current broad appetite for equities.
the intro, is In Jack Farley reviews the Fed's latest press release and delves into some of their rate forecasts and economic projections..
In the intro, Jack Farley reviews the Fed's latest press release and delves into some of their rate forecasts and economic projections.