Jay on BTV's The Open

As we enter 2023, Jay makes the case for a sustained period of non US equity OP driven by a combo of DM (Europe, Japan) and EM (China, Brazil, Mexico, SE Asia), coming on at the 11 minute mark.

https://www.bloomberg.com/news/videos/2023-01-18/-bloomberg-the-open-full-show-01-18-2023?sref=ftskAWJe