Jay closes out 2024 on BTV's Surveillance Show

Jay joins the show on 12/26 to lay out his 2025 outlook with a focus on the Long Cycle, the TPW competition in Climate, AI and Defense, the subsequent rise of the “new industrial policy” and what it means for markets …hint EM. Jay comes on at the 1:39 minute mark.

https://www.youtube.com/watch?v=nxidondMtSo&t=6753s