Stephanie Pomboy: Expect GDP To Run Hot...Until Inflation Spikes Or The Markets Plunge скачать в хорошем качестве

Stephanie Pomboy: Expect GDP To Run Hot...Until Inflation Spikes Or The Markets Plunge

REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/confe... Macro analyst Stephanie Pomboy shares the top insights fresh on her mind as her Super Terrific Happy Day conference concludes. One of her top expectations for 2026 is the the Administration will do "whatever it takes" to run the economy hot into the midterms. That risks a surge in inflation, though, which could anger voters. A hot economy also doesn't mean the markets will perform similarly. And if they correct materially enough, that will put the brakes on GDP growth. For her top takeaways from the experts who spoke at her conference, watch this video. #gdp #inflation #marketcorrection 0:00 - Top Takeaways from the Conference 1:59 - Highlighting Conference Speakers 2:37 - Stephanie's Key Takeaways 3:00 - Pippa Malmgren on Poland's Vibrant Economy 3:26 - Poland's GDP Overtaking Japan's 3:42 - Tom McClellan on Climate Cooling Cycle 4:13 - 60-Year Cycle Impacts on Commodities and Yields 4:35 - Layering Secular Themes like Deglobalization 5:05 - Assembling Economic Puzzle Pieces 5:31 - Luke Gromen's Reaction to Cooling Cycle and Debt 6:01 - Tom Hoenig on Kevin Warsh's Fed Background 7:20 - Warsh as a Hawkish Fed Chair Candidate 7:45 - Systemic Friction Limiting Fed Changes 8:13 - Mike Green's Skeptical View of Warsh 9:26 - Contrasting Opinions on Warsh 10:14 - Administration Policies and Economic Tailwinds 10:56 - Potential "Golden Year" Sugar Rush 11:46 - Stimulus for Bottom of the K-Shaped Recovery 12:08 - Stable Coin Reserve as Helicopter Money Tool 13:26 - Upcoming Stable Coins Discussion with Brent Johnson 14:02 - Stephanie's General Outlook for the Year 15:00 - Near-Term Inflation Risks from Commodities 15:45 - Tax Refunds Boosting Consumer Spending 16:10 - Bond Vigilantes Pushing Yields 16:32 - No Recession Without Major Market Correction 16:52 - Watching Interest Rates Path 17:53 - Retail Gasoline Prices as Confidence Indicator 18:54 - Recommending Conference Replay Purchase 19:04 - Where to Find the Replay 19:52 - Preview of Thoughtful Money Conference 20:06 - Conference Date and Replay Availability 20:34 - Thoughtful Money Faculty Lineup 21:33 - Ticket Purchase Details 21:48 - Early Bird Discount _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter. We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such. We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance. IMPORTANT NOTE: There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance. Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC. Copyright © 2026 Thoughtful Money LLC. All rights reserved.