Stephanie Pomboy

Featuring Stephanie Pomboy

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.

Published on
29 May, 2015
Topic
US Dollar, Monetary policy, Gold
Duration
54 minutes
Asset class
Commodities, Currencies
Rating
20

Comments

  • SC

    Sajad C.

    30 11 2016 23:26

    1       0

    Explains the current problems in an easy to comprehend manner, gentle yet detailed analysis. A good watch.

  • EB

    ELIZABETH B.

    10 6 2016 17:34

    2       0

    Follow everything Stephanie! Lovely, brilliant woman who also loves art and skiing. Fantastic MacroMaven!

  • rs

    raymond s.

    1 6 2016 15:08

    1       0

    Clear, direct & concise. Well-grounded, practical insight. Thank you.

  • B

    Bojo .

    16 5 2016 19:19

    1       0

    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 4 2016 00:59

    1       0

    Great interview. Stephanie can I buy you dinner? What a delight! At any rate, she is smart and rational.

  • DH

    Dale H.

    3 9 2015 09:29

    6       0

    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 8 2015 19:56

    1       0

    (2)http://www.zerohedge.com/news/2014-12-04/inside-look-shocking-role-gold-new-normal

  • BC

    Brent C.

    28 8 2015 19:56

    1       0

    (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 6 2015 12:27

    6       1

    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 6 2015 21:26

    2       9

    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 6 2015 02:56

    10       0

    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 6 2015 11:31

    4       0

    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 6 2015 13:40

    0       0

    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 6 2015 05:34

    3       0

    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 6 2015 02:33

    0       0

    One of the best interviews- insightful, thoughtful -nicely done.

  • PD

    Philip D.

    2 6 2015 04:20

    1       0

    I was just playing hard to get! lol

  • OB

    Oskar B.

    2 6 2015 03:03

    7       5

    I find it hilarious to see how smitten Grant is by her. :-)

  • KS

    Kathleen S.

    2 6 2015 01:14

    1       0

    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

    MIGUEL R.

    1 6 2015 23:40

    1       0

    brilliant! more please, i'm waiting for part 2

  • DB

    Duncan B.

    1 6 2015 18:22

    2       0

    What a great interview - many thanks!

  • bp

    bart p.

    1 6 2015 11:37

    1       0

    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 6 2015 11:14

    13       0

    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 5 2015 17:41

    3       0

    ' A prophet is honored everywhere except on Wall Street' Vindication awaits.

  • WM

    Will M.

    31 5 2015 14:09

    5       0

    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 5 2015 12:57

    1       0

    Where is the Play button? I see only fast forward and rewind.

  • WM

    Will M.

    31 5 2015 04:29

    0       2

    Robert all you need to do it change your down vote to an up vote. It changes as you toggle......???

  • JW

    J W.

    31 5 2015 02:36

    5       0

    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 5 2015 02:33

    3       0

    One of the best interviews I have seen so far... Well done.

  • SS

    Stewart S.

    31 5 2015 01:54

    6       0

    excellent - period

  • RA

    Robert A.

    30 5 2015 22:45

    4       0

    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 5 2015 22:41

    1       0

    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 5 2015 21:54

    1       0

    What a wonderful interview! "Feel like i am talking to kindergarten"

  • BD

    Bruce D.

    30 5 2015 18:14

    2       0

    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 5 2015 18:10

    4       0

    Another great interview! Interesting contrast to Raoul's view on the $....I love that you present both perspectives!

  • BW

    Bruce W.

    30 5 2015 11:57

    4       0

    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 5 2015 09:39

    4       0

    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 5 2015 09:21

    5       0

    The best Real Vision interview I have seen so far. Thank you.

  • DF

    Dominic F.

    30 5 2015 08:41

    6       1

    Interview last 54 mins. Only felt like 5 mins.

  • JC

    Justin C.

    30 5 2015 07:37

    10       0

    Incisive, perceptive, stimulating and unusually credible.......must be that lack of ego.. A brilliant piece.

  • AE

    Alex E.

    30 5 2015 05:10

    7       0

    MORE, damn it!!! You guys always end these interviews just when they start getting really, really interesting! More Stephanie, please.....

  • MC

    Matthew C.

    30 5 2015 03:48

    0       0

    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 5 2015 23:05

    3       0

    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 5 2015 23:02

    6       0

    love the chart additions

  • DW

    Denny W.

    29 5 2015 21:39

    7       0

    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 5 2015 17:57

    6       0

    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 5 2015 17:38

    5       0

    the bulls ego has become hubris. Used to get MacroMavens service and miss it terribly. Brilliant.

  • CC

    Christopher C.

    29 5 2015 16:08

    3       1

    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 5 2015 16:04

    9       0

    Well... "Insanity Folder" it shall be named then - loved this interview - thank you Real Vision TV.

  • RD

    Richard D.

    29 5 2015 15:35

    20       0

    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 5 2015 15:09

    6       0

    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 5 2015 14:38

    9       0

    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.