Metals and Miners, Released on 6/4/25

00:00 Introduction to Macroeconomic Trends
02:52 Consumer Recession: A Long-Term Reality?
05:52 Tariffs: Impact on Consumers and Businesses
09:12 Unemployment Expectations and Spending
12:10 Rising Defaults and Systemic Risks
15:06 Credit Ratings and Buy Now Pay Later
17:59 Banking Sector Challenges
21:08 Interest Rates and Global Capital
23:51 Running the Economy Hot: Risks
27:58 The Unsustainable Debt Crisis
30:02 Gold: The Ultimate Outside Money
32:14 The Future of Gold and Money
34:11 Asset Rankings: Lightning Round
42:57 Reassessing Portfolio Allocations
45:12 Key Takeaways and Future Outlook

Stephanie Pomboy is an economist and founder of the economic research firm MacroMavens. Before launching her firm, Pomboy worked as a managing director at an independent economic research firm ISI Group from 1991 to 2002. She provided timely financial insight and analysis to the country’s most sophisticated and largest institutions. Then, she began her career at Cyrus J. Lawrence LLC’s investment management company after earning a bachelor’s degree in 1990. Pomboy spent over a decade working with Ed Hyman and Nancy Lazar at ISI Group and Cyrus J. Lawrence LLC. In addition, Pomboy hosts a joint podcast called The Super Terrific Happy Hour with Grant Williams of Things That Make You Go Hmmm… newsletter.

  economy, gold, recession, Stephanie Pomboy