BEST STOCK IDEAS ONLINE SUMMIT
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15 ELITE INVESTORS ARE REVEALING THEIR TOP STOCK PICKS
Jay Pelosky - Keynote Speaker
This March 11 virtual conference will be generational. $99.
No fluff, no mindset talk – just raw actionable insights to MAKE MONEY
Register now to lock i…
Pelosky: U.S. Turning Into an Emerging Market
For the next 5-7 years, Jay Pelosky believes the U.S. will see a "gradual de-rating" of the nation's credit rating which could lower P/E multiples, raise interest rates and weaken the U.S. dollar. This is all part of his thesis that the U.S. is adopting former emerging markets policies in governanc…
#351 Jay Pelosky: The ‘EMification of America’ — The U.S. No Longer Deserves Its Premium Valuation
Jay Pelosky, founder of TPW Advisory, makes the case that the U.S. no longer deserves its premium valuation — and that the biggest investing opportunity in decades is happening everywhere else.
Jay's framework, the Tri-Polar World thesis, argues that regional integration across Europe, Asia and the…
Pelosky: Emerging Markets Gain on U.S. Weakness, Opportunities in NVDA & ETFs
Jay Pelosky says geopolitical tensions are accelerating a rotation out of U.S. equities and into international markets. He discusses new leadership in emerging markets as AI‑linked names like Nvidia (NVDA) experience stock de-ratings. Jay sees emerging themes in renewables and regional growth throu…
AI, defense, and climate: the new pillars of growth
There's a new playbook for Wall Street. On this episode of Trader Talk, host Kenny Polcari is joined by Jay Pelosky, Founder of TPW Advisory, and Eddie Ghabour, CEO of Key Advisors Wealth Management, to discuss how changes in AI, defense, and climate are rewriting the playbook for investors.
$16 Trillion Spending Shock Is Here; Investor Says Watch These 3 Sectors | Jay Pelosky
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Jay Pelosky, Founder of TPW Advisory, discusses his global macro framework and explains how spending across three major world regions is reshaping the way investors should think about marke…
Investing in a Tripolar World: Why Global Markets Are Shifting Beyond U.S. Dominance|Jay Pelosky
Subscribe to Jay Pelosky’s The Tripolar World on Substack to receive his weekly Friday Musings, monthly global-macro deep dives, thematic research, charts, and thinking on how capital is moving across Asia, Europe, and the Americas.
Who is the man behind the writing?
Jay and TPW Advisory provide g…
Finding Market Direction Amid Uncertainty
The latest in finance, economics and investment.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, July 1, 2026Featuring:1) Michael Purves, CEO and founder, Tallbacken Capital Advisors, joins to discuss market vola…
Fears Grow of Extended Conflict in Iran; Oil Halts Advance
The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, September 2nd, 2026
Featuring:
1) Sebastien Page, Co-Head of Global Investments and CIO at T Rowe Price
2) Kel…
Ep. 377: Jay Pelosky on the Tripolar World, the Spending Super Cycle, and the Global Earnings Boom
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 podc…
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