Steph Pomboy: AI Debt Binge, Credit Cracks, & Gold
For wealth professionals, the episode touches on private credit exposure in pensions, credit risk, hard assets and macro positioning themes that can inform client conversations and manager due diligence. It also frames deglobalization and reshoring as long-term market considerations.
Summary
By the private credit deskSteph Pomboy of Macro Mavens joins the episode to discuss the case for hard assets over paper, the pension system's growing private credit exposure, and how deglobalization may reshape financial markets. The conversation also covers AI and leverage, competition for capital, corporate balance sheet risk, and the Fed's role in Treasuries.
- The episode explores AI, leverage and a dot-com parallel.
- It discusses the pension system's growing private credit exposure.
- It covers triple B debt and corporate balance sheet risk.
- It examines the Fed as a buyer of last resort for Treasuries and the upside of deglobalization and reshoring.
Chapters
From the publisher’s description| Time | Chapter | Length |
|---|---|---|
| Introduction | 3 min | |
| AI, leverage, and the dot-com parallel | 3 min | |
| The competition for capital in 2026 | 3 min | |
| The $15 trillion capital problem nobody is talking about | 1 min | |
| The triple B debt crisis and corporate balance sheet risk | 13 min | |
| The Fed as buyer of last resort for treasuries | 6 min | |
| The private credit boom and the pension problem | 11 min | |
| The upside of deglobalization and reshoring | 5 min | |
| Trend or Fad? | 3 min |
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Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.