Stephanie Pomboy: When The Next Shakeout Happens, Will You Be A Winner Or A Loser? скачать в хорошем качестве

Stephanie Pomboy: When The Next Shakeout Happens, Will You Be A Winner Or A Loser?

TIME IS RUNING OUT! GET YOUR TICKET NOW FOR SATURDAY'S THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conference Macro analyst Stephanie Pomboy returns to discuss rising market volatility, record gold & silver prices, concerning failures in the private credit industry & other signs of rising systemic stress. She also takes live viewer Q&A #goldprice #creditspreads #artificialintelligence 0:00 - Gold & Silver Rally: Early Innings or Pullback Ahead? 2:16 - Silver's Surge: Supply-Demand Imbalance Exposed 2:45 - Gold to $22,000? Backing the Monetary Base 3:24 - Bracing for Pullback: De-Risking Drags All Assets 4:03 - Long-Term Bull: Hard Assets vs. Paper (S&P Ratio) 5:12 - Jamie Dimon: Gold to $5K-$10K Endorsement 5:54 - Adam's Caution: Nothing Moves in a Straight Line 6:53 - Valuation Gap: Gold Up or S&P Down? 7:12 - Stock Overvaluation: Waiting for Risk Unwind 8:17 - Credit Bifurcation: Junk Yields Spike 9:14 - Multi-Decade Shift: Commodities Over Paper 11:45 - Hedging Gold: Fire Insurance Analogy 13:06 - Prospect Theory: Losses Hurt Twice as Much 14:27 - Stephanie's Stance: No Changes, Hedging Uncompelling 19:15 - Resources: Hedging Help & Gold Primer 22:53 - High-Yield Spreads: Market Starting to Care? 23:36 - China Tariffs Trigger De-Risk: Junk Blows Out 25:12 - Muted Reactions: Hooters & Red Lobster Bankruptcies 29:50 - "We Don't Know How Bad": Private Credit Opacity 30:40 - Bodies Floating: TriColor & First Brands Validate? 35:07 - PE Proliferation: More Firms Than McDonald's 40:14 - Systemic Risk: Trillions Maturing, Interest Doubled 42:46 - Historical Busts: 2007 ABCP to Meltdown 47:48 - AI Bubble Threat: Hype Drives S&P Fragility 50:49 - Achilles Heel: 60-65% Burst Wipes US GDP 55:52 - Allocations: Gold Held, Energy for AI Buildout 57:01 - AI Endures: Needs Massive Power Infrastructure 1:00:15 - Oil Under $60 Myth: Demand Surge Ignored 1:01:01 - Tax Migration: Adam's Nevada Move 1:01:53 - Stephanie's Florida Journey: NYC to Beaches 1:10:05 - Follow Stephanie: Macromavens.com & Conference Tease _____________________________________________ 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 © 2025 Thoughtful Money LLC. All rights reserved.