Name: Pelosky: Emerging Markets Gain on U.S. Weakness, Opportunities in NVDA & ETFs
Uploaded: 2026-04-06T14:58:13.099-05:00
Duration: 8 min 6 s
Description: Jay Pelosky says geopolitical tensions are accelerating a rotation out of U.S. equities and into international markets. He discusses new leadership in emerging markets as AI‑linked names like Nvidia (NVDA) experience stock de-ratings. Jay sees emerging themes in renewables and regional growth through ETFs like TAN and ILF.

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<p>Jay Pelosky says geopolitical tensions are accelerating a rotation out of U.S. equities and into international markets. He discusses new leadership in emerging markets as AI‑linked names like Nvidia (NVDA) experience stock de-ratings. Jay sees emerging themes in renewables and regional growth through ETFs like TAN and ILF.</p>

Pelosky: Emerging Markets Gain on U.S. Weakness, Opportunities in NVDA & ETFs

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