Jay on BTV's The Open Show w Jon Ferro

Jay discusses the healthy equity pullback, why he thinks the Fed will validate the high nominal growth world and what that means for USD ( rollover) and thus the global cross asset space. HE focuses on EM as the area of most opportunity.

https://www.bloomberg.com/news/videos/2022-08-22/-bloomberg-the-open-full-show-08-22-2022?sref=ftskAWJe