Adam Taggart | Thoughtful Money, Released on 6/11/25 Stephanie Pomboy returns to the channel to explain why she thinks recession odds are much higher than Wall Street expects. In her opinion, investors should sell into the current rally in stocks before a reversal occurs. 0:00 – News overload and market context 2:20 – March-April correction […]
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 […]
Adam Taggart | Thoughtful Money, Released on 5/28/25 Macro & market analyst Stephanie Pomboy shares the latest investing trends that have her attention + takes live Q&A from the viewing audience Stephanie Pomboy is an economist and founder of the economic research firm MacroMavens. Before launching her firm, Pomboy worked as a managing director at […]
Steph Pomboy – X, Released on 5/17/25 I'll offer an explanation. It's political. Why didn't they do this a year ago? Or better yet, when the prior administration passed the wildly irresponsible and ironically named: "inflation reduction act" in 2022 when the economy was growing twice as fast as it is now. https://t.co/vm4DU9DH7f — steph […]
Adam Taggart | Thoughtful Money, Released on 5/14/25 Macro & market analyst Stephanie Pomboy shares the latest investing trends that have her attention + takes live Q&A from the viewing audience The full version of today's livestream with Stephanie Pomboy @spomboy on the greatest risk facing investors currently is now available to watch on X […]
Kitco News, Released on 5/12/25 Will the trillion-dollar corporate debt wall crash the stock market in 2025? Wall Street is cheering a 90-day tariff truce between the U.S. and China – but Stephanie Pomboy says the real crisis is just beginning. The MacroMavens founder warns that a trillion-dollar corporate debt wall is about to hit, […]
Adam Taggart | Thoughtful Money, Released on 4/23/25 America’s pensions are in big trouble. Many are underfunded vs their payout commitments. Many are being recklessly managed, overinvested in far too speculative assets for the safety of their constituents. Ted Siedle is a former SEC attorney. His firm, Benchmark Financial Services, Inc. has pioneered over $1 […]
Hedgeye, Released on 4/14/25 (Recorded on 4/8/25) *This webcast originally aired live on Hedgeye.com on April 8th, 2025 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 […]
