Jay on Bloomberg Radio

Jay joins Bloomberg Radio to discuss the China equity selloff. He argues that the bulk of the selling is done, that China ETFs are massively oversold and contagion to the ROW is unlikely. He continues to see the race between the Delta variant and the vaccine production surge as the key tactical issue and expects the vaccine surge to win out setting off the next upleg of the Cyclical/Value trade.

https://www.bloomberg.com/news/audio/2021-07-28/jay-pelosky-on-the-markets-radio?sref=ftskAWJe