{"podcast":{"title":"Macro Hive Conversations With Bilal Hafeez","slug":"macro-hive-conversations-with-bilal-hafeez-524900","podcast_index_feed_id":524900,"rss_url":"https://macrohive.libsyn.com/rss","website_url":"https://macrohive.com/","image_url":"https://static.libsyn.com/p/assets/6/2/d/b/62dbe304c4060ae5/WD_MH_Podcast_Artwork_Final.jpg","author":"Bilal Hafeez","episode_count":337,"summary":"We talk economics and markets with leading policymakers and investors.","last_synced_at":"2026-09-25T22:22:27.737822+00:00","page_url":"https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900"},"episode":{"title":"Ep. 377: Jay Pelosky on the Tripolar World, the Spending Super Cycle, and the Global Earnings Boom","slug":"ep-377-jay-pelosky-on-the-tripolar-world-the-spending-super-cycle-and-the-global-earnings-boom","published_at":"2026-09-25T09:47:00+00:00","page_url":"https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-377-jay-pelosky-on-the-tripolar-world-the-spending-super-cycle-and-the-global-earnings-boom","show_page_url":"https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900","url":"https://macrohive.libsyn.com/ep-377-jay-pelosky-on-the-tripolar-world-the-spending-super-cycle-and-the-global-earnings-boom","audio_url":"https://traffic.libsyn.com/secure/macrohive/MH_w_PELOSKY2.mp3?dest-id=1929056","summary":"Jay Pelosky is the founder of TPW Advisory. He has over 35 years of buy-side and sell-side financial market experience. Before going independent, Jay was at Morgan Stanley, where he was ranked #1 by Institutional Investor in Global Equity Strategy and Global Asset Allocation Strategy . In this podcast, we discuss: The Tripolar World & Spending Super Cycle US Valuati on \"Haircut\" vs. Non-US Bargains Reframing Bearish Narratives & High Nominal Growth European Plays: Financial Consolidation, Spain, and Poland Emerging Markets, China's Tech/Biotech, and Brazil Rate Cuts Energy Security, Clean Energy Adoption, and Battery Plays US Midterm Outlook & Policy Incoherence Year-End \"Face Ripper\" Rally & Answering AI ROI","meta_description":"Jay Pelosky is the founder of TPW Advisory. He has over 35 years of buy-side and sell-side financial market experience. Before going independent, Jay was…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2900,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/macro-hive-conversations-with-bilal-hafeez-524900/episodes/ep-377-jay-pelosky-on-the-tripolar-world-the-spending-super-cycle-and-the-global-earnings-boom/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-377-jay-pelosky-on-the-tripolar-world-the-spending-super-cycle-and-the-global-earnings-boom.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}