Steph Pomboy: AI Debt Binge, Credit Cracks, & Gold
Explore the case for hard assets over paper, the pension system's growing private credit exposure, and why deglobalization may reshape financial markets for a generation, with Macro Mavens founder Steph Pomboy. 00:00 Introduction 03:04 AI, leverage, and the dot-com parallel 05:54 The competition for capital in 2026 08:48 The $15 trillion capital problem nobody is talking about 09:51 The triple B debt crisis and corporate balance sheet risk 22:25 The Fed as buyer of last resort for treasuries 28:24 The private credit boom and the pension problem 39:27 The upside of deglobalization and reshoring 44:52 Trend or Fad?
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BOND Market BACKFIRE After INSANE Trump Maneuvers
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JP Morgan's Michael Cembalest on the Impending Treasury Bust
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Something Just Broke the Bond Market
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It's Over: America Is Now Buying Its Own Debt
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The 'Anti-Dollar' Bull Market Amid $40 Trillion Debt
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Legendary Short Seller: Fraud Is Hiding Behind Record Highs
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David Rosenberg: The Economy Is More Fragile Than You Think
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