Stephanie Pomboy: When The Next Shakeout Happens, Will You Be A Winner Or A Loser?

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Macro analyst Stephanie Pomboy returns to discuss rising market volatility, record gold & silver prices, concerning failures in the private credit industry & other signs of rising systemic stress.

She also takes live viewer Q&A

#goldprice #creditspreads #artificialintelligence

0:00 - Gold & Silver Rally: Early Innings or Pullback Ahead?
2:16 - Silver's Surge: Supply-Demand Imbalance Exposed
2:45 - Gold to $22,000? Backing the Monetary Base
3:24 - Bracing for Pullback: De-Risking Drags All Assets
4:03 - Long-Term Bull: Hard Assets vs. Paper (S&P Ratio)
5:12 - Jamie Dimon: Gold to $5K-$10K Endorsement
5:54 - Adam's Caution: Nothing Moves in a Straight Line
6:53 - Valuation Gap: Gold Up or S&P Down?
7:12 - Stock Overvaluation: Waiting for Risk Unwind
8:17 - Credit Bifurcation: Junk Yields Spike
9:14 - Multi-Decade Shift: Commodities Over Paper
11:45 - Hedging Gold: Fire Insurance Analogy
13:06 - Prospect Theory: Losses Hurt Twice as Much
14:27 - Stephanie's Stance: No Changes, Hedging Uncompelling
19:15 - Resources: Hedging Help & Gold Primer
22:53 - High-Yield Spreads: Market Starting to Care?
23:36 - China Tariffs Trigger De-Risk: Junk Blows Out
25:12 - Muted Reactions: Hooters & Red Lobster Bankruptcies
29:50 - "We Don't Know How Bad": Private Credit Opacity
30:40 - Bodies Floating: TriColor & First Brands Validate?
35:07 - PE Proliferation: More Firms Than McDonald's
40:14 - Systemic Risk: Trillions Maturing, Interest Doubled
42:46 - Historical Busts: 2007 ABCP to Meltdown
47:48 - AI Bubble Threat: Hype Drives S&P Fragility
50:49 - Achilles Heel: 60-65% Burst Wipes US GDP
55:52 - Allocations: Gold Held, Energy for AI Buildout
57:01 - AI Endures: Needs Massive Power Infrastructure
1:00:15 - Oil Under $60 Myth: Demand Surge Ignored
1:01:01 - Tax Migration: Adam's Nevada Move
1:01:53 - Stephanie's Florida Journey: NYC to Beaches
1:10:05 - Follow Stephanie: Macromavens.com & Conference Tease
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