Stephanie Pomboy on the Corporate Credit Crunch | #494

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 9 August 2023

⏱️ 54 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s guest is Stephanie Pomboy, founder of MacroMavens and one of the top macro minds around. In today’s episode, Stephanie shares her take on the investment landscape and why she’s very concerned about the corporate credit market. Then she shares her take on the dollar, gold, and where she sees opportunity given her bearish views. In reading some of Stephanie’s recent research to prepare for the episode, I came across some data points that I haven’t seen anyone else talking about, so I promise you’ll love this episode. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today's episode is sponsored by Future Proof. Future Proof, The World’s Largest Wealth Festival, is coming back to Huntington Beach on September 10-13th! New in 2023 is Breakthru Meetings Program – which will be facilitating more than 10,000 1-on-1 meetings. Financial Advisors and LPs, get your ticket FREE plus a $750 reimbursement by applying for the hosted meetings program by the August 15th deadline. ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Met favor Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Meep Baber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.4	Did the industry regulations, he will not discuss any of Cambry's funds on this podcast.
0:27.1	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion
0:31.1	of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit cambria Investments.com.
0:36.4	Welcome, my friends, we get a huge episode today.
0:41.8	Our guest is Stephanie Pomboy, founder of Macromavans and one of the top macro minds around.
0:46.5	In today's show, Stephanie shares her take on the investment landscape and why she's very concerned about the corporate credit market.
0:53.0	Then we get to hear what she thinks about the dollar, gold, and where else she sees opportunity.
0:57.0	In reading some of Stephanie's recent research reports,
1:00.0	I came across some data points that I haven't seen anyone else talking about.
1:03.7	So I'll promise you'll love this episode.
1:05.8	Before we get to the show, if you don't already subscribe the Idea Farm newsletter,
1:09.8	go to the Idea Farm.. to subscribe for free.
1:13.4	In our email after this episode is released,
1:15.7	you'll get a little teaser
1:16.6	from one of Stephanie's recent research reports.
1:19.1	Over 90,000 investors subscribe.
	...

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