Welcome to the Tri Polar World on Substack, offering a unique take on global macro investing developed through 35+ years of day in and day out work at the coal face of global financial markets.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 118 | Founded | a year ago | Last Issue | 3 days ago |
| Active | |||||
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jaypelosky.substack.comLatest Issues
TPW Advisory July Monthly: Discernment Needed
Strap yourself in - 7400 words & 46 of the best charts we could find to help us discern a new investment era. A 20 minute read or 21 min pod listen.
Greetings my fellow citizens of The Tri Polar World! Happy Friday!
TPW Advisory July Monthly Exec Summary: Discernment Needed
We distill our 7400 word, 46 chart full monty Monthly into a 1900 word Exec Summary. Buckle Up - we cover alot of ground. A 4 minute read.
Greetings my fellow citizens of The Tri Polar World! Recent global equity market action suggests we...
TPW Advisory Friday Musings: Worry About Supply Not Demand
We argue that the market focus on AI demand is misplaced and supply should be the concern across the AI, Defense & Climate spaces. A 5 minute read or 20 minute pod listen.
Amidst the smoke and heat of New York City we continue to assess th...
TPW Advisory Friday Musings: Dog, Meet Tail
We return with a 2800 word banger that includes our 3rd & final Thematic 2.0 graphic. A 10 minute pool side ponder or 21 min pod listen.
Greetings my fellow citizens of The Tri Polar World! We pick up right where we left off two weeks ago...
ATOMIQ LEVEL Live Replay featuring TPW's Jay Pelosky & ATOMIQ's Chris Snook
Greetings my fellow citizens of The Tri Polar World! Happy to share the replay from last week’s ATOM!Q Level podcast with Chris. We covered lots of ground focusing on our TPW Spending Supercycle and how it supports our Global Growth Long Cy...
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