Stephanie Pomboy

Published on
May 29th, 2015
54 minutes

Stephanie Pomboy

The Interview ·
Featuring Stephanie Pomboy

Published on: May 29th, 2015 • Duration: 54 minutes

Stephanie Pomboy, founder of Macro Mavens, sits for a brilliant conversation outlining the hard truths of the "haters" - the contrarian arguments for gold, the hubris of omnipotent central bankers, and the ferocity of the Law of Reflexivity in currencies.


  • SC
    Sajad C.
    30 November 2016 @ 23:26
    Explains the current problems in an easy to comprehend manner, gentle yet detailed analysis. A good watch.
  • EB
    10 June 2016 @ 17:34
    Follow everything Stephanie! Lovely, brilliant woman who also loves art and skiing. Fantastic MacroMaven!
  • rs
    raymond s.
    1 June 2016 @ 15:08
    Clear, direct & concise. Well-grounded, practical insight. Thank you.
  • BB
    Bojo B.
    16 May 2016 @ 19:19
    Fantastic! Yes, it is so clear that this cannot end well, and yet nobody seems to care. Because we live in a dictatorship of happiness and positivity, at the expense of truth. What a cool woman.
  • BL
    Brian L.
    19 April 2016 @ 00:59
    Great interview. Stephanie can I buy you dinner? What a delight! At any rate, she is smart and rational.
  • DH
    Dale H.
    3 September 2015 @ 09:29
    GREAT interview. Second watch for me; I enjoyed it just as much. Clear & concise. Made me feel I may know something after all....Would be great to see a presentation from Stephanie ASAP + new charts
  • BC
    Brent C.
    28 August 2015 @ 19:56
  • BC
    Brent C.
    28 August 2015 @ 19:56
    (1)Interesting article relating directly to Stephanie's second chart. I'd be curious to know if Grant, Raoul, or really anyone else came across this, and if so, what you make of it.
  • DP
    David P.
    10 June 2015 @ 12:27
    Grant please make Stephanie one of your regular guests. We will need her insight over the next few years--especially, if she is right, as things get ugly.
  • AH
    Ahmed H.
    8 June 2015 @ 21:26
    For the record Stephanie was saying in May 2014 - that the USD was over valued and was going to reverse - that was EURUSD 1.35 ! She's just another one of these wall st stopped clocks.
  • SP
    Steve P.
    7 June 2015 @ 02:56
    Pippa Steph interviews two of the best (both females). Finance behavioural papers suggest females make better financial decisions due to less ego thus less aggressive trading approaches. Agree !!
  • HG
    Hans G.
    6 June 2015 @ 11:31
    What a great interview - insightful and fascinating macro analysis! - I wonder whether a transcript is available, or whether the link could be released as I'd like to share this with some friends?
  • VB
    Vincent B.
    4 June 2015 @ 13:40
    Do u. S companies really give a damn about the u s consumer anymore? There a lot of fish in the sea
  • AC
    Andrew C.
    4 June 2015 @ 05:34
    I am confused.... Currency trades are long-short trades. If the USD, Euro & JPY are all going down, where does that leave the USDJPY rate, the EURUSD ?
  • RP
    Richard P.
    4 June 2015 @ 02:33
    One of the best interviews- insightful, thoughtful -nicely done.
  • PD
    Philip D.
    2 June 2015 @ 04:20
    I was just playing hard to get! lol
  • OB
    Oskar B.
    2 June 2015 @ 03:03
    I find it hilarious to see how smitten Grant is by her. :-)
  • KS
    Kathleen S.
    2 June 2015 @ 01:14
    Central banks know exactly what they are doing. I know this because after every crash - who gets richer? Not the poor or middle class, but the uber rich. Why are you guys so puzzled?
  • MR
    1 June 2015 @ 23:40
    brilliant! more please, i'm waiting for part 2
  • DB
    Duncan B.
    1 June 2015 @ 18:22
    What a great interview - many thanks!
  • bp
    bart p.
    1 June 2015 @ 11:37
    I suppose both Raoul and Stephanie see the dollar rising in the short term, but just that strength will set it up for a major decline in the medium and longer term. I'm saying QE4 in 2016!
  • CZ
    Catherine Z.
    1 June 2015 @ 11:14
    Great interview! In a recent clip (15 May) Raoul took the opposite view on USD for 2015. Would be interesting if he could reply on what part of Stephanie's analysis he disagrees with.
  • JH
    Joseph H.
    31 May 2015 @ 17:41
    ' A prophet is honored everywhere except on Wall Street' Vindication awaits.
  • WM
    Will M.
    31 May 2015 @ 14:09
    Superb. Stephanie is engaging, eloquent and easy to follow. ....and yes I am saving hard, not in financial assets and don't understand how the madness continues to be ignored. Thanks RV!
  • IK
    Ian K.
    31 May 2015 @ 12:57
    Where is the Play button? I see only fast forward and rewind.
  • WM
    Will M.
    31 May 2015 @ 04:29
    Robert all you need to do it change your down vote to an up vote. It changes as you toggle......???
  • JW
    Jim W.
    31 May 2015 @ 02:36
    This is why I subscribe. Brilliant analysis by someone who I (non-finance person) have never heard of. I love her car analogy with Draghi driving, Kuroda shotgun and long only mgrs tossing empties out
  • KB
    Kendal B.
    31 May 2015 @ 02:33
    One of the best interviews I have seen so far... Well done.
  • SS
    Stewart S.
    31 May 2015 @ 01:54
    excellent - period
  • RA
    Robert A.
    30 May 2015 @ 22:45
    SP's greatest line was at the Sonoma Conference when she gave the line that she thought Ben whispered to Janet when passing the Gavel..."Good Luck Chick"!!!
  • RA
    Robert A.
    30 May 2015 @ 22:41
    To Roger: I once "fat fingered" a down on one I really liked, felt horrible, but couldn't figure out how to undo it.....seems like this could be the only way to vote SP down!
  • CP
    Charlie P.
    30 May 2015 @ 21:54
    What a wonderful interview! "Feel like i am talking to kindergarten"
  • BD
    Bruce D.
    30 May 2015 @ 18:14
    Bizarro rules now apply throughout the world, but the Laws of Nature will always win in the end. Guess it's time to get a bigger Insanity folder too! Hubris of long only funds a clear indicator.
  • WM
    William M.
    30 May 2015 @ 18:10
    Another great interview! Interesting contrast to Raoul's view on the $....I love that you present both perspectives!
  • BW
    Bruce W.
    30 May 2015 @ 11:57
    The brightest financial minds have a component of common sense. Ray Dalio, George Soros, Robert Schiller ,Warren Buffet and others. I would include her In this group.
  • RS
    Robert S.
    30 May 2015 @ 09:39
    Excellent piece. Would be interesting to consider impact on EM balance sheets if dollar tanks. Move to a gold standard seems inevitable but how many houses does it take down?
  • VS
    Vikram S.
    30 May 2015 @ 09:21
    The best Real Vision interview I have seen so far. Thank you.
  • DF
    Dominic F.
    30 May 2015 @ 08:41
    Interview last 54 mins. Only felt like 5 mins.
  • JC
    Justin C.
    30 May 2015 @ 07:37
    Incisive, perceptive, stimulating and unusually credible.......must be that lack of ego.. A brilliant piece.
  • AE
    Alex E.
    30 May 2015 @ 05:10
    MORE, damn it!!! You guys always end these interviews just when they start getting really, really interesting! More Stephanie, please.....
  • MC
    Matthew C.
    30 May 2015 @ 03:48
    Outlier Comment- But I find the timing of both the possibility of the fall of fiat currencies and a new finite asset continuing to develop hard to ignore. Maybe bitcoin is the said quasi-gold.
  • RS
    Roger S.
    29 May 2015 @ 23:05
    Please if you are one of the down votes say it was you and explain yourself. I might agree with you but it's doubtful.
  • JK
    Jon K.
    29 May 2015 @ 23:02
    love the chart additions
  • DW
    Denny W.
    29 May 2015 @ 21:39
    Stephanie called housing bubble in Barron's at least 4 years before it burst. I love RT because it gives time and voice to the right who are early.
  • KS
    Kathleen S.
    29 May 2015 @ 17:57
    Good God, why be baffled by low gold prices. How many other markets must be proved to be rigged before one realizes that of course the gold and silver markets are rigged.
  • BL
    Bruce L.
    29 May 2015 @ 17:38
    the bulls ego has become hubris. Used to get MacroMavens service and miss it terribly. Brilliant.
  • CC
    Christopher C.
    29 May 2015 @ 16:08
    Risk for long only guys is minimal. Treasury, The FED, The SEC, the big banks, etc. are a huge interbred frat. There are no consequences running with the herd. BAILOUT is the name of the frat song.
  • DB
    Dave B.
    29 May 2015 @ 16:04
    Well... "Insanity Folder" it shall be named then - loved this interview - thank you Real Vision TV.
  • RD
    Richard D.
    29 May 2015 @ 15:35
    Stephanie is absolutely awesome as always.Her remark about "bull's ego" reinforced literally on a daily basis is so "bullseye!" that eventually with 20/20 hindsight we'll ask Y wasn't it obvious ? :)
  • IL
    Ian L.
    29 May 2015 @ 15:09
    Have seen Stephanie present before, she has a great ability to tell it as it is. Would like a bit more detail on the signs of weakness in US and how that ends since mkt still thinks bad is good
  • MB
    Martin B.
    29 May 2015 @ 14:38
    Very insightful. Fascinating that you would be labelled 'haters' by other conference attendees who no doubt are intent on telling the Emperor of popular thought that his clothes are fine and dandy.