Thoughtful Money with Adam Taggart Stephanie Pomboy: When The Next Shakeout Happens, Will You Be A Winner Or A Loser?
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Oct 16, 2025 
Join Stephanie Pomboy, a macro analyst and publisher of Macromavens, as she dives into the current landscape of market volatility and systemic financial risks. She highlights the ongoing rally in gold and silver, forecasting potential pullbacks while remaining bullish long-term. Pomboy also discusses troubling trends in the private credit sector and the implications of maturing corporate debts. Additionally, she analyzes the risk of an AI bubble, emphasizing the need for hard assets in an increasingly uncertain economic climate.
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Gold Rally Likely Early Innings
- Stephanie Pomboy sees the gold and silver rally as early innings despite rapid recent gains.
- She warns a pullback could occur but expects a long-term secular rise for hard assets over paper assets.
Secular Shift Back To Hard Assets
- Pomboy expects commodities and gold to outperform paper assets for decades in a secular reversal.
- She believes stock and credit valuations are extreme and vulnerable to a long-term shift back to hard assets.
Get Professional Help Before Hedging
- Consider talking with a skilled advisor before using options or complex hedges on precious metals.
- Use professional guidance to match hedges to your goals rather than trading options blind.
