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Hedgeye Investing Summit | Steph Pomboy, Founder of MacroMavens

Hedgeye Podcasts

CHAPTER

The Everything Bubble

Keith McCollum: There are a lot of different things there, right? I mean, the ignorance part, you don't know what the even C&I loans are. The whole business has changed to be predisposed toward long only. And that's just a consequence of this binary fed policy where they are very slow and late,. always to raise rates. On the other side, they rush and cut and hold them way too low for way too long.

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