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Stephanie Pomboy: Market Overvalued By 40-50% (Or More)?

Sep 1, 2023
Guest
Stephanie Pomboy
Macro analyst Stephanie Pomboy predicts a painful recession and a substantial haircut of financial assets (~50%) in the coming year. The discussion covers market valuations, the coexistence of inflation and deflation, the relationship between real rates and gold, growing concerns over social issues, signs of a possible recession, analysis of silver, gold, and mining stocks, investing in long-term treasuries, and advice on being cautious and patient in the market.
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Episode notes
1
Introduction
00:00 • 2min
2
Secular Deflation and the Need for Market Revaluation
01:35 • 13min
3
Analysis of Real Rates, Gold, and the Fed's Potential Pivot
14:39 • 2min
4
Growing Concerns and Social Pressures
16:10 • 20min
5
Wrapping up the discussion, ad from KPMG, and introduction of lead partners
35:46 • 2min
6
Signs of a Possible Recession
37:29 • 16min
7
Analysis of Silver, Gold, and Mining Stocks
53:01 • 4min
8
Investing in Long-Term Treasuries in the Current Market Environment
56:45 • 11min
9
Advice on being cautious and patient in the market and the promotion of a sponsor
01:07:17 • 4min