Stephanie Pomboy: Market Confusion -- Are Things Getting Better...Or Worse??

**Adam Taggart** (0:01)
And we should be live. Welcome to Thoughtful Money. I'm Thoughtful Money Founder and your host, Adam Taggart, welcoming you here for another Wednesday monthly live stream with the macro maven herself, Stephanie Pomboy. Hi, Steph, how are you doing?

**Stephanie Pomboy** (0:16)
I'm great, how are you?

**Adam Taggart** (0:18)
I'm doing well. As I was telling you right before we went on live here, I am in San Francisco right now.
It was actually really fun. We'll talk about this hopefully a little bit later. I was invited here to host a private dinner event that VanEck, the large family of funds, they were putting on a private event here in San Francisco. Anyways, they put me up in the Fairmont Hotel, which folks, if you ever watched the movie The Rock with Sean Connery and Nicholas Cage, you're probably familiar with the hotel. So, that's where I'm speaking to you from here. I also used to live in this area a zillion years ago. I was walking my daughter around yesterday, Stephanie, and it hit me. It's been 30 years.

**Stephanie Pomboy** (1:04)
Oh, my God.

**Adam Taggart** (1:06)
Since I was a junior investment banking analyst working here in San Francisco, but it's kind of been fun to be back in the old haunts.

**Stephanie Pomboy** (1:12)
Yeah. Now, I'm sure it's fun to visit, and then you get to retreat back to your wonderful new home.

**Adam Taggart** (1:21)
So, I will be retreating later today, although we're getting some much needed snow in the Sierras right now, which would be great for the skiing, but it's probably not going to be super fun to drive back home.

**Stephanie Pomboy** (1:31)
Yeah, but you have some sunny warm weather to look forward to and then also distant future. So, that would be great.

**Adam Taggart** (1:39)
That's actually the much more important event that we should be talking about here, which is that you're in Grant Williams' super happy, terrific fun day or super terrific fun day. But you're hosting, you're holding that in just a week from today.

**Stephanie Pomboy** (1:53)
I know. It's just amazing how quickly it came up. When you plan these things, they feel like they're so far off in the distant future. Then of course, they arrive quickly. The funniest thing though is that you wonder will there be anything left to talk about by the time the conference rolls around? Because it seems like every day, so many things happen that you think, well, we're going to run out of stuff to talk about and quite the contrary.

**Adam Taggart** (2:19)
Quite the contrary. Yeah, exactly. How do you cram all that into the time that you've been live? So Steph, I know that there's been a ton of demand in it. Are there spots left if anybody's watching and saying, hey, I'd love to still jump in?

**Stephanie Pomboy** (2:32)
Yeah, there are a few spots left. The super VIP experience has been sold out, but that's wait listed. So if you're interested in that, buy on me and sign up because you never know. People, life happens. But there are tickets available still for the main conference. So I can post that link again. Actually, it's pinned on my Twitter feed at SPomboy on Twitter. So you can register there.
And we'd love to get you down there. And everyone on the Northeast and pretty much everywhere in the country can come thaw out for a little while.

**Adam Taggart** (3:12)
So I'm super excited for it. It'll be the first time I'll have been there. And I mean, it's such a great faculty. And I'm doing this from memory. I know I'm not going to catch everybody, but you've got Tom Honig, a former FOMC member. You're going to have Mike Green, you're going to have Pippa Malmgren. Correct. Tom McClellan, the TA specialist. Obviously, you need grants. Somehow you guys are slumming it by letting me come.

**Stephanie Pomboy** (3:44)
Oh stop, oh my God.

**Adam Taggart** (3:46)
Folks, I haven't mentioned you might want to mention, but I do want to know that there is a, let folks know there is a mystery guest. And turns out I actually know who it is.

**Stephanie Pomboy** (3:54)
Yeah.

**Adam Taggart** (3:56)
But it's a good mystery guest.

**Stephanie Pomboy** (3:57)
Yeah, people who are familiar with either, grants and me and the interviews you've done as well, will certainly be familiar with this person. So it's a mystery, but it won't be surprising.

**Adam Taggart** (4:13)
I think almost everybody I mentioned there, I have met, I've interviewed before, but I've never met in person. So I'm excited to meet this person, yeah.