Schwab Network
Finance & Markets
Pelosky: Emerging Markets Gain on U.S. Weakness, Opportunities in NVDA & ETFs
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.
Segment originally aired Monday, April 6, 2026.
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