TPW Advisory Talks Global Macro

Excited to share yesterday's 40 minute discussion with David Lin whose financial markets channel has over 300k subscribers - some of whom are now fellow TPW citizens - welcome!

Greetings my fellow citizens of the Tri Polar World! This was an excellent interview; David asked numerous on point, probing questions about today’s markets and how we are navigating them.

I think you will really enjoy it. We walk through our TPW Spending Supercycle thesis and how it is driving record earnings growth around the globe. We flesh out the importance of the “Constructive Strategic Stability” agreement between China and the US and push our thinking forward as we lay out how this powerful combo will drive Thematics 2.0, noting our top thematic plays & how they are driving performance.

MPDS clients pls note, new models will be out tomorrow - keep an eye on your inbox!