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| Name | Monthly Stock Market Review with Jay Pelosky |
| Video Uploader | Video From YourFinanceTV |
| Upload Date | This Video Uploaded At 05-02-2024 17:14:36 |
| Video Discription | Jay discusses the fast pace of societal change and the emergence of a new macro regime characterized by macro stability and a new growth cycle. The increasing importance of clean energy, the fading role of fossil fuels, and the economic and political implications of these changes. Jay emphasizes the positive outlook for risk assets, with a focus on emerging markets debt and equity, as well as commodities. The potential for low volatility, strong growth, and moderate inflation in the near future, which should be favorable for risk assets. 0:00 Intro 1:10 The Past Is Not The Present, The Present Is Not The Future 5:38 Climate - Clean energy names are getting crushed 9:27 Economics – The macro surprise keep coming 13:36 Politics – Biden to win in a landslide 19:17 Policy – It’s why the Fed will cut, not when? 24:01 Markets – the rest of the world is looking cheap right now :: Subscribe to the YourFinance.TV to watch more finance videos:: --------------------------------------------------------------------------------------------------- Learn more about TPW Advisory at https://www.pelosky.com/ --------------------------------------------------------------------------------------------------- :: Other Links to Follow Us:: -------------------------------------------- ► Website: https://yourfinance.tv/ ► Twitter: https://twitter.com/yourfinancetv ► LinkedIn: https://www.linkedin.com/company/your... ► Instagram: https://www.instagram.com/yourfinancetv/ ► Facebook: https://www.facebook.com/YourFinanceTV/ |
| Category | News & Politics |
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