Forget Recession, I'm Buying Commodities, says ex-Morgan Stanley Analyst

Jay Pelosky is a former top-ranked Morgan Stanley Global Strategist with over 30 years of experience in global macroeconomics and geopolitics.

In this conversation, Jay and I talked about the state of economies around the globe and how they might be affecting the European, Asian, and US stock markets.

Mr. Pelosky also shared with me what he is buying, and that included commodities related to the climate-focused future like; uranium, copper, lithium, and others.

Read Jay Pelosky's musings at https://pelosky.com/friday-musings/as-the-tri-polar-world-turns-the-birth-of-the-new

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Shortly: you will lose all of your money and possibly most of your brain cells if you listen to talking heads on the internet. Especially if they have orange hair and no experience (me).

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Timestamps
00:00 People who skip intros NGMI
02:15 Who is this?
09:20 Why Jay thinks a soft landing is coming?
22:12 Can the FED defeat inflation?
28:20 What indicators are saying "no recession"?
36:30 Is housing going to crash soon?
44:25 Where is growth going to come from?
51:50 May jobs data wasn't that bad?
54:40 People are greedy, is that a red flag?
01:02:20 Is it commodities time?
01:09:10 Copperis predicting a recession, is that an issue?
01:15:20 What is Jay's time frame for all of this?
01:17:25 Does Jay like uranium?
01:21:00 Bears make sense, bulls make sense; what do I do?
01:26:10 What's Jay's 10-year performance?
01:28:10 Closing thoughts

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