TPW Advisory's Pelosky on Markets Outlook

The video discusses the end of US tech equity leadership and the shift towards value and non-US markets. It highlights the potential for lower inflation and better growth, impacting market trends and the yield curve. The Fed's actions are analyzed, with a focus on global opportunities, especially in China, where the market is seen as undervalued and promising.

What does the speaker suggest about the future of asset allocation?

How does the speaker characterize the current market volatility?

What is the speaker's perspective on investing in Chinese equities?