Jay Presents Our 2025 Outlook: The Long Cycle

Jay lays out the long cycle thesis through 2027 and notes the symbiosis between a young global equity bull market & multiple laggard segments with immense catch up upside. He delves into the potential for continuity across economics, politics and policy throughout the Tri Polar World as a reason to think continuity in earnings growth will drive markets higher.

https://www.youtube.com/watch?v=ZGxkXp3rV34