The MacroMavens Podcast

Stephanie & Grant reconvene to discuss F-Bombs a-plenty as fundamentals, the Fed, 'flattens and flawless execution all occupy their minds. From the housing market to the stock and bond markets, Steph busts out a bunch of datapoints that have her scratching her head (and will undoubtedly have you doing the same thing) and the two try to figure out the stress points in asset markets becoming increasingly detached from reality by the day...

Stephanie and Grant are joined by Dave Rosenberg of Rosenberg Research for a wide-ranging conversation about markets, the economy and home auto repairs. Rosie shows, once again, why he's one of the most highly-respected economists on Wall Street with a deep dive into the fundamentals supposedly supporting the 'V-shaped recovery' narrative as well as his expectations for the much-ballyhooed return of inflation. DIY, haircuts and the magic words Rosie is dying to hear all feature as the three huddle together to sift through the market tea leaves...

Join Stephanie and Grant for a conversation with Peter Atwater of Financial Insyghts about mood, sentiment and all the intangibles that make markets move. Also, Stephanie digs into the recent action of the US dollar in search of the reason for its weakness and comes up with a few surprising answers...

Stephanie and Grant are back for another Super Terrific Happy Hour as the pair discuss the inflation/deflation debate, the disconnect between the economy and the data, the curious case of the rising housing market and what life (and markets) may look lik.

Stephanie & Grant are joined by John Hathaway, a man who has forgotten more about precious metals and the companies that dig them out of the ground than many people will ever know. The three discuss John's career, what the different points in the precious metals cycle look and feel like and how he not only identifies potential investments, but manages the emotional rollercoaster of committing capital in such a volatile space.

Stephanie and Grant welcome value investor Dave Iben, Chief Investment Officer and Lead Portfolio Manager of Kopernik Global Investors to the Super Terrific Happy Hour. Dave proceeds to give a masterclass in the art of value investing - a particularly timely reminder given the rise of passive strategies in recent years. From the principles a value investor needs to adhere to, through cycle analysis to individual sectors and companies in which Dave sees tremendous opportunity, this is a conversation not to be missed.

For the 4th instalment of the STHH, Grant and Stephanie had the great pleasure of chatting with Sy Jacobs.  He is the illustrious founder of JAM Partners, a hedge fund focused on US financials, which he has run with an envious track record for 25 years.  His insights would be welcome any time, but they are particularly invaluable now.  He covers his thoughts about the credit cycle, similarities and differences to those past and has one long idea that will knock your socks off!  Enjoy!

Join Stephanie Pomboy & Grant Williams for an irregular series of podcasts about the world of finance, markets, the economy and much, much more. This week Grant and Steph welcome a very special guest-- a legend in the business who deftly side stepped the major bubbles of the last several decades and earned accolades as a top manager of both equity and fixed income funds.  Find out what he learned in his years in the business, what he sees coming and what he is investing in now.

Join Stephanie Pomboy & Grant Williams for an irregular series of podcasts about the world of finance, markets, the economy and much, much more. In the first Super Terrific Happy Hour, the two discuss the strong disconnect between data and markets, the strong connection between unemployment and default rates, Europe, China and the post-Covid world we're likely to inhabit. Fun for all the family…well, most of the family

Join Stephanie Pomboy and her co-host, Grant Williams for an occasional series of podcasts looking at the craziness enveloping the global economy and financial markets. In the second Super Terrific Happy Hour, the two discuss 'flations of every shape and size and debate which of them is likely to show up, when and what the hell might happen when they do. What's not to love?