Jay Joins BTV's Surveillance Show to Discuss his Global Blue Sky Outlook

Jay lays out his global macro blue sky outlook for the 2023-2027 period and notes how the Fed’s long rate cutting cycle ahead fits perfectly with his multi year framework.

https://www.bloomberg.com/news/videos/2024-09-20/tpw-s-pelosky-is-focused-on-a-long-cycle-blue-sky-outlook?sref=ftskAWJe