Hedgeye Podcasts cover image

Hedgeye Investing Summit | Steph Pomboy, Founder of MacroMavens

Hedgeye Podcasts

00:00

The Optic Illusion of Optimism

Stephanie Coontz: Is it an optical illusion that there are only three bars with the pink on CNI lending cycles? "I'd say all is good. God is dead. Everything's permitted," she says of current credit conditions. She adds, "It's one of those things where you have to admire their optimism"

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app