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Tri-Polar World (guests: Jay Pelosky, Barton Wang)
In episode #124, Patrick Ceresna and Kevin Muir welcome Jay Pelosky from TPW Advisory. They have a great discussion about macro thematic investing, what is a Tri-Polar World, and even find out what it was like to work for investing legends, Barton Biggs and Byron Wien. Then, we have the great pleasure to have Barton back on the show to announce the launch of his new service – Fed.Tips
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In episode #124, Patrick Ceresna and Kevin Muir welcome Jay Pelosky from TPW Advisory. They have a great discussion about macro thematic investing, what is a Tri-Polar World, and even find out what it was like to work for investing legends, Barton Biggs and Byron Wien. Then, we have the great pleasure to have Barton back on the show to announce the launch of his new service – Fed.Tips
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