Hellow guys, Welcome to my website, and you are watching EPISODE 45: Jay Pelosky Co-founder and CIO of TPW Investment Management. and this vIdeo is uploaded by The Alpha Exchange with Dean Curnutt at 2020-08-21T12:12:23-07:00. We are pramote this video only for entertainment and educational perpose only. So, I hop you like our website.
| Name | EPISODE 45: Jay Pelosky Co-founder and CIO of TPW Investment Management |
| Video Uploader | Video From The Alpha Exchange with Dean Curnutt |
| Upload Date | This Video Uploaded At 21-08-2020 19:12:23 |
| Video Discription | From Latin America in the 80’s to South East Asia in the 90’s, the history of emerging market dust ups is rich. And for Jay Pelosky, the co-founder and CIO of TPW Investment Management, these episodes of instability provided critical early training on the “never say never” world of EM. On this episode of the Alpha Exchange, Jay recounts his days at Morgan Stanley, trained under Barton Biggs, and responsible for allocating capital across asset classes and countries. We reminisce on the Internet bubble that imploded as the century began and pivot to today’s post Covid markets: dominated by tech, propelled by low rates and preoccupied by a certain event coming in November. Jay’s framework views the world as tri-polar, with the US, Asian and European economies vying for global leadership and with a non-consensus view that Europe may finally turn a corner. We talk as well about the sudden stop of Corona virus and the unique way in which the asset price reaction was so immediate, leaving a backdrop of substantially low yields and a need generate carry. As a result, in today's environment, Jay sees a need to underweight government bonds but overweight credit and as the US continues to fight Covid resulting in ongoing dollar weakness a need to underweight US equities. Lastly, in terms of potentially overlooked risks, Jay worries that a narrowing of the polls between Trump and Biden is something to watch for as some controversial election outcome could derail market sentiment. Please enjoy this episode of the Alpha Exchange, my conversation with Jay Pelosky. |
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