In her long-anticipated return to Real Vision, Stephanie Pomboy, founder and president of Macro Mavens, sits down with Grant Williams to debate her international outlook after the Fed’s latest course-reversal. Pomboy and Williams take a deep dive into the importance of the gaps between numerous financial indicators, and focus on the implications for capital markets. They additionally contact on related subjects reminiscent of China, cryptocurrencies, and gold. Filmed on April 18, 2019 in New York.
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The Startling Consequences of Monetary Policy (w/ Stephanie Pomboy) https://www.youtube.com/c/RealVisionTelevision
Transcript: For the total transcript go to: https://rvtv.io/2IfQ7LO STEPHANIE POMBOY: If that is the underfunding scenario now, once we’re arguably on the peak of financial and monetary exercise, what’s it going to appear like when, heaven forbid, the market truly sustains a downturn? It’s outstanding, the complacency across the company sector’s capability to service all of this debt. It’s going to take individuals some time to wrap their heads across the dimension, the sheer magnitude, of cash printing that is going to be required. GRANT WILLIAMS: Yeah. I’m about to have an extended overdue dialog with my expensive pal, Stephanie Pomboy. I’ve been attempting to get her to come back again on Real Vision for an extended, very long time, and she or he has resisted for causes greatest recognized to herself. But there’s an entire bunch of stuff we wish to speak about. I’m going to ask her why she resisted, and she or he’s going accountable me. But do not consider her. The Fed, company bond markets, junk bonds, equities, there’s a lot occurring. And Steph does among the greatest work on the market on all of it, a lot to her chagrin. She’s going to hate me saying that. So let’s go and sit and discuss to Steph. Well, properly, properly. Fancy seeing you right here. STEPHANIE POMBOY: Here we’re. GRANT WILLIAMS: Here we’re once more. Now this has taken an extended, very long time. Personally, I blame your virtually pathologically misplaced modesty. You’re most likely going accountable me. STEPHANIE POMBOY: No. GRANT WILLIAMS: But– STEPHANIE POMBOY: There’s no blame in any respect. GRANT WILLIAMS: But we’re right here. We’re right here, lastly. STEPHANIE POMBOY: We made it. GRANT WILLIAMS: Steph Pomboy, welcome again to Real Vision. STEPHANIE POMBOY: Pleasure to be right here. GRANT WILLIAMS: It’s been far too lengthy. So, a lot to speak about. And as you and I are likely to do we get collectively, we’ve to start out with the Fed, proper? It appears the logical place to start out as a result of from the mails or the Fed, all types of issues tumble out. So I’ve received to ask you, what do you make of Powell’s flip-flop? How vital is it? Or are we losing our time worrying about it?
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