Stephanie Pomboy on the Corporate Credit Crunch

The Meb Faber Show, Released on 8/9/23

In today’s episode, Stephanie shares her take on the investment landscape and why she’s very concerned about the corporate credit market. Then she shares her take on the dollar, gold, and where she sees opportunity given her bearish views. In reading some of Stephanie’s recent research to prepare for the episode, I came across some data points that I haven’t seen anyone else talking about, so I promise you’ll love this episode.

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.

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