Jay Joins BTV's Balance Of Power

Jay discusses how the balance of stock market power is shifting away from the US to the rest of the world, what he views as a “secular” change in leadership. Jay fleshes out his Stoic Strategy for investing in the Age of Trump and discusses how capital repatriation out of the US back to Europe & Asia is likely.

https://x.com/BloombergTV/status/1897061714165735712