Jay on Bloomberg TV's The Open Show

Jay discusses his monthly: “The Time to Market & The Time to Invest”, argues against recession and hilites the importance of high nominal growth on earnings, noting that earnings are denominated in nominal dollars. He makes the case for a bottoming process and notes the first into the bear, first out nature of Chinese equity and the Innovation thematics space. He comes on around the 28 minute mark.

https://www.bloomberg.com/news/videos/2022-06-13/-bloomberg-the-open-full-show-06-13-2022?sref=ftskAWJe