Stephanie Pomboy: It's Just Dumb To Dismiss Recession Risks At This Point

Stephanie Pomboy: It's Just Dumb To Dismiss Recession Risks At This Point

Macro analyst Stephanie Pomboy and I just concluded our bi-weekly live show.This week, Stephanie focused on recession risk and the mental gymnastics many go through to avoid addressing it.Not only are the economic data continuing to weaken, but even the new Administration is telling investors to prepare for a slowdown.Here’s US Treasury Secretary Scott Bessent yesterday:“The market and the economy have become hooked, become addicted, to excessive government spending and there’s going to be a detox period.”At this point, to refuse to plan for even at least the possibility of a recession and/or a further market decline later this year is foolish.Steph and I also discussed her outlook on gold, the employment market, corporate profit margins, the latest retail sales data and several other audience questions.NOTE: these bi-weekly Monday morning live shows with Stephanie are moving to Wednesdays going forward. The next one will take place on Wed March 26th (same 11amET time).

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(636)

Longtime Deflationist Now Fears Inflation More | Lacy Hunt

Longtime Deflationist Now Fears Inflation More | Lacy Hunt

For years, Lacy Hunt, one of the greatest living economists, has feared deflation would pull the economy into a prolonged morass of stagnation.But now, the forces in play have shifted tectonically.A n...

28 Heinä 48min

As Tech Trade Falters, Value Stocks Are Breaking Out | David Hay

As Tech Trade Falters, Value Stocks Are Breaking Out | David Hay

There are a multiplying number of reasons to worry that the dominant A.I. trade driving markets looks increasingly vulnerable.But the solution isn't retreating to a bunker says veteran investor David ...

26 Heinä 1h 58min

Cracks Starting To Show In The Market? | Lance Roberts

Cracks Starting To Show In The Market? | Lance Roberts

GET YOURSELF SOME LMNT, INCLUDING YOUR FREE 8-COUNT SAMPLE PACK at https://drinklmnt.com/ThoughtfulMoneyAre cracks starting to show in the market?The S&P has gone nowhere for two months now, and a mom...

25 Heinä 1h 44min

Rick Rule: Oil Is Going Higher In Coming Years, Making Oil Stocks CHEAP Right Now

Rick Rule: Oil Is Going Higher In Coming Years, Making Oil Stocks CHEAP Right Now

BUY THE REPLAY OF RICK'S RECENT CONFERENCE at https://www.thoughtfulmoney.com/rulesymposiumOil stocks are CHEAP right now.So says natural resource investor Rick Rule, because he sees the price of oil ...

23 Heinä 1h 4min

What Bonds, Oil & Gold Are Telling Us | Michael Lebowitz

What Bonds, Oil & Gold Are Telling Us | Michael Lebowitz

What are bonds telling us right now about investor confidence & expected inflation?What is oil telling us about the prospects to an end to the Iran-US war?And what are gold prices telling us now that ...

23 Heinä 1h 9min

SPECIAL REPORT: Re-Escalation Of War With Iran Spinning Out Of Control? | Ryan Bohl

SPECIAL REPORT: Re-Escalation Of War With Iran Spinning Out Of Control? | Ryan Bohl

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comIs the re-escalation of the US-Iran war threatening ...

21 Heinä 1h 24min

Next Big Downdraft For Housing Market To Start Soon | Melody Wright

Next Big Downdraft For Housing Market To Start Soon | Melody Wright

Housing analyst Melody Wright expects home prices to start notably softening later this year.Why?Because a wave of distressed sellers looks very likely to hit the housing market by then.So far, seller...

19 Heinä 1h 14min

Market Correction Risk Rising As Midterm Madness Approaches | Lance Roberts

Market Correction Risk Rising As Midterm Madness Approaches | Lance Roberts

While there a no immediate signs of danger, portfolio manager Lance Roberts warns that if the softening semiconductor sector keeps falling from here, trouble will likely start.He thinks it more likely...

18 Heinä 1h 34min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
ostan-asuntoja-podcast
rss-perho-rajoilla
rss-oivalluksia-rahasta-elamasta
oppimisen-psykologia
rss-inderes
rss-rahataito-podcast
rss-rahapodi
rahapuhetta
rss-10x-finland
rss-rikasta-elamaa
rss-bisnesta-bebeja
herrasmieshakkerit
rss-uskalla-yrittaa
rss-hilden-kaira-podcast
rss-oppimatkalla
rss-tarkeista-asioista-2
rss-laiskan-yrittajan-markkinointi-podcast