Thoughtful Money with Adam Taggart Stephanie Pomboy: Get Ready For A Wild Ride In 2026
22 snips
Jan 14, 2026 
In this discussion, Stephanie Pomboy, a macro strategist and founder of MacroMavens, shares her insights on the booming commodities market and the intense geopolitical landscape. She predicts a wild ride in 2026, driven by aggressive fiscal policies and potential inflation. Stephanie argues for holding onto precious metals amid dollar pressures and discusses how global events could reshape energy flows. She also raises concerns about social stability and urges building personal resilience amidst shifting market dynamics.
AI Snips
Chapters
Transcript
Episode notes
Physical Demand Exposes Paper Market Illusions
- Physical delivery demand reveals true shortages that paper rehypothecation masks.
- Domestic gold exports and physical flows are signaling falling fiat confidence, not real economic strength.
Don't Sell Ounces Without Policy Change
- Avoid selling physical gold unless monetary policy shifts to restore dollar confidence.
- Expect continued pressure on the dollar if fiscal and monetary stimulus remain stimulative into the midterms.
Stimulus Raises Inflation And Policy Tension
- Stimulative fiscal moves that boost growth also tilt inflation higher, creating policy tension.
- If the Fed eases despite rising inflation, currency weakness will amplify gold's appeal.