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Ep. 252: Jay Pelosky on How US Equities Could Underperform Rest of the World
SUMMARY
- Jay Peloski, founder of TPW Advisory and former top-ranked analyst at Morgan Stanley, discusses the tripolar framework of regional integration and competition between Europe, Asia, and the Americas
- Europe faces challenges with common taxation and revenue creation, Asia is increasingly integrated around China, and the Americas have not fully leveraged North America integration and engagement with South America
- Regional competition is seen in key areas such as AI, climate, and defense, with each region vying for economic influence and competitive advantage amid global shifts and challenges
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.
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