Macro Dream Team: Lyn Alden, Danielle DiMartino Booth, Stephany Pomboy & Ivy Zelman

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We’re not quite 2 months through the year yet and still 2022 is proving to be one of the most uncertain & challenging years for investors since the Global Financial Crisis ended in 2009.

Inflation is running at a 40 year high while supply chain disruptions stubbornly persist. This has forced the Fed to reverse course, and it’s now pursuing a policy of interest rate hikes that threaten to burst the price bubble in financial assets and potentially

send our slowing economy into recession.

Geopolitical risks, as evidenced by the unfolding developments in the Ukraine, have suddenly roared back to the forefront after years of relative tranquility among nations.

When trying to understand where a complex environment like this is headed, they say two heads are better than one. But things are so complicated today that I think we need to double that to 4 heads.

We are extremely fortunate today to be joined by 4 of the most accomplished macro analysts in the world of online finance. In today’s video, I’ll be moderating a roundtable including:

— Danielle DiMartino Booth, CEO & Chief Strategist of Quill Intelligence
— Lyn Alden, publisher of LynAlden.com
— Ivy Zelman, founder of housing research firm Zelman Associates,
— Stephanie Pomboy, founder of MacroMavens

This is a powerhouse of talent folks. And it required no small amount of sacrifice on each of their parts to make themselves all available at the same time for this roundtable discussion.

Safe Haven: Gold, Emerging Markets, Energy Stocks, Long-Dated US Treasurys | Stephanie Pomboy (PT2)

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https://youtu.be/S4cLPkt7J3Q

Here in Part 2 of this interview with economic macro researcher Stephanie Pomboy, Stephanie shares how she is positioning her own portfolio today for the volatile times she expects ahead.

She owns no US equities except precious metals mining companies. Her largest position is physical gold, held along with Emerging Markets equities from countries with natural resource-based economies, energy stocks, and long-dated US Treasurys.

If you’ve not yet watched Part 1 of this interview with Stephanie, you can do so here: https://youtu.be/wbjDccuIGyA