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Thursday Conversation - Steph Pomboy


It has been a pleasure to get to know Steph Pomboy and it's time for everyone here to make her acquaintance, as well. Steph could best be described as a "macro maven" and that's interesting because that's the name of her website, too!

Hmmm...Come to think of it, if the name of your website can define who you are and what you do, what does the acronym TFMR say about me? I guess that's a topic for another day. For today, it's a pleasure to introduce Steph and I urge everyone to check out her website and services. You've heard me repeatedly state that 2023 and 2024 will require as much objective and independent analysis as you can find and Steph's experience is invaluable in this economic environment.

For this call, Steph and I primarily discuss the current macro conditions and the lagging impacts that will soon appear as a result of The Fed's ongoing and unprecedented rate hikes. The economy and markets are fraught with potential peril and Steph mentions a few risks that I hadn't previously considered, let alone discussed here at TFMR. Therefore, please be sure to listen to this entire podcast.

Many thanks to Steph for so generously sharing her time with us. You will no doubt benefit from giving this Thursday Conversation your full, undivided attention.


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Key Economic Events Week of 3/27

3/28 9:00 ET Case-Shiller home prices
3/28 10:00 ET Consumer Confidence
3/28 10:00 ET Vice Goon Barr on banks
3/29 10:00 ET Vice Goon Barr on banks
3/30 8:30 ET Q4 GDP second guess
3/30 12:45 ET Goon Collins
3/30 3:45 ET Mother
3/31 8:30 ET PCE and Core PCE
3/31 8:30 ET Personal Inc and Spend
3/31 3:00 ET Goon Williams

Forum Discussion

by argentus maximus, 6 hours 8 min ago
by argentus maximus, Mar 24, 2023 - 12:42pm
by argentus maximus, Mar 18, 2023 - 2:34pm
by Solsson, Mar 18, 2023 - 10:37am
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by Mendelson, Mar 17, 2023 - 2:00pm