Jay Pelosky expects 2025 to be in the middle of a multi-year global cycle driven by continuity across economics, politics, and policy. He says the U.S. is fully priced, while the rest of the world is relatively cheap, so investing internationally is a value trade. He also notes that part of the A.I. trade is water, so investing in water utilities can get investors exposure to this expensive field.
Morning Trade Live
21 Oct 2024
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