Jay Pelosky Says the Opportunity Is Outside the U.S.

The video discusses investment strategies focusing on moving away from US equities due to their high valuation and late-cycle status. It suggests exploring peripheral markets and regions that have underperformed, such as Southern Europe, Southeast Asia, and Latin America. The speaker emphasizes the 'Go South' strategy, targeting countries with potential for growth as they recover from past underperformance. The discussion also covers market volatility, investor positioning, and the strength of the US dollar, indicating a homegrown market environment without significant foreign selling.

What specific countries does the teacher mention as part of their investment strategy?

What are the characteristics of the 'leveraged laggards' mentioned by the teacher?