Macro-economics- Stephanie Pomboy- Best Voice on the Macro picture

There are two women I became aware this of this year that are both incredibly knowledgeable on the macro-economics picture.  The first one I found is Stephanie Pomboy.  She's been doing this work for many years now, and appears as a guest in the mainstream business media on a regular basis.  I personally love hearing her ideas in a long form video like this interview with her by Meb Faber, where she can go into some depth on current economic trends and topics.  You can learn more about Stephanie at her Macro Mavens site.

 

 I've been writing about "the next big recession" since 2018.  A couple of ultra long term trends and cycles clued me in to a potential major recession, or full blown great depression, beginning about 2020.  I knew that if it materialized, it would be both catastrophic financially, and a huge period of change, as well as a time of incredible opportunities in a financial sense.  As the last 3 1/2 years have played out, the pandemic and then the unprecedented amount of stimulus money handed out to banking, business, and every day people cut the initial 2020 recession (technically a depression) short, and completely warped the work and financial worlds.  

Since then, to get more info about how the short term trends were playing out, I looked for people who had solid information on what was going in the business, banking, and economic worlds, to help fill in  the Big Picture of what is going on.  These last 3 1/2 years have been crazy, to the point that even veteran business owners and investors have been scratching their heads, trying to figure out where things are going.  

I found Stephanie Pomboy first in this Wealthion interview early in 2023, and became an instant fan of her insights and knowledge of the macro-economic picture.  In the interview above, she begins talking about the recent "there won't be a recession" narrative, from traders high on Hopium, and continues on with her analysis of our current economic world, and the more obscure trends and insights she sees happening.  If you want a Big Picture view of the current economic climate, Stephanie is one of the best people to listen to that I've found. 

I'm doing a lot of my writing on Substack these days, check it out:

Steve Emig The White Bear's Substack