What podcasts say about Stephanie Pomboy

Every statement, with the speaker, the exact quote and the moment it was said.

What Stephanie Pomboy has said on podcasts

14 statements · 2 positive · 11 negative · 1 neutral

on AI tradeNegativeOct 7, 2026· Thoughtful Money with Adam Taggart
The market’s setup depends on sustaining an AI trade that is already weakening.
“it's all... built on sustaining this AI bonanza trade, which already is taking on water.”
Listen at 13:54
Open the episode · Stephanie Pomboy: The Higher Yields Go, The Higher The Odds The Market Cracks
on Oracle CorporationNegativeOct 7, 2026· Thoughtful Money with Adam Taggart
Oracle will imminently be downgraded to junk status.
“I've been waiting. I think it's imminent, the downgrade of Oracle to junk.”
Listen at 14:10
Open the episode · Stephanie Pomboy: The Higher Yields Go, The Higher The Odds The Market Cracks
on Oracle downgradeNegativeOct 7, 2026· Thoughtful Money with Adam Taggart
An Oracle junk downgrade would reverberate throughout the investment-grade market.
“if and when Oracle does get downgraded to junk, it's going to have massive reverberations throughout the entire investment grade market”
Listen at 15:34
Open the episode · Stephanie Pomboy: The Higher Yields Go, The Higher The Odds The Market Cracks
on U.S. fiscal situationNegativeOct 7, 2026· Thoughtful Money with Adam Taggart
A leftward political shift would dramatically worsen the fiscal situation.
“if we were to lurch to the left, our fiscal situation, which I think is the thing, that's the most important danger out there would just get a million times worse and it's already horrible”
Listen at 20:04
Open the episode · Stephanie Pomboy: The Higher Yields Go, The Higher The Odds The Market Cracks
on Interest rateNegativeOct 7, 2026· Thoughtful Money with Adam Taggart
Higher rates were expected to suppress the economy or market by now.
“I would have thought that rates would have snuffed out. the economy or the market a long time ago”
Listen at 31:29
Open the episode · Stephanie Pomboy: The Higher Yields Go, The Higher The Odds The Market Cracks
on Interest rateNegativeOct 7, 2026· Thoughtful Money with Adam Taggart
Profound evidence of higher-rate damage will emerge soon.
“I think that we'll get evidence that's profound soon.”
Listen at 33:22
Open the episode · Stephanie Pomboy: The Higher Yields Go, The Higher The Odds The Market Cracks
on U.S. stock marketNegativeOct 7, 2026· Thoughtful Money with Adam Taggart
Current markets may repeat the 1987 higher-rate market break.
“I feel like we're going to have a repeat of that today.”
Listen at 33:58
Open the episode · Stephanie Pomboy: The Higher Yields Go, The Higher The Odds The Market Cracks
on AI marketsNegativeOct 7, 2026· Thoughtful Money with Adam Taggart
Problems in AI-related markets usually appear first in credit markets.
“you usually see the problems first manifest on the credit side.”
Listen at 34:11
Open the episode · Stephanie Pomboy: The Higher Yields Go, The Higher The Odds The Market Cracks
on CCC credit spreadsNegativeOct 7, 2026· Thoughtful Money with Adam Taggart
CCC credit spreads currently exceed 1,000 basis points.
“Triple C spreads now over a thousand basis points.”
Listen at 34:27
Open the episode · Stephanie Pomboy: The Higher Yields Go, The Higher The Odds The Market Cracks
on Federal ReserveNeutralOct 7, 2026· Thoughtful Money with Adam Taggart
The Fed likely will not continue raising interest rates.
“I believe the Fed, I may end up eating these words, but I think it was one and done. I don't anticipate that they're going to continue to raise rates.”
Listen at 35:08
Open the episode · Stephanie Pomboy: The Higher Yields Go, The Higher The Odds The Market Cracks
on Long-term bond yieldsNegativeOct 7, 2026· Thoughtful Money with Adam Taggart
Further rate hikes could push long-term bond yields higher again.
“The idea that he wants to continue to raise rates and have the... long end of the bond market do exactly what it did the last time, which is move even higher, seems like kind of a fool's errand.”
Listen at 35:26
Open the episode · Stephanie Pomboy: The Higher Yields Go, The Higher The Odds The Market Cracks
on Investment expertisePositiveOct 7, 2026· Thoughtful Money with Adam Taggart
Investors should remain within their areas of expertise.
“stick to what you know”
Listen at 56:49
Open the episode · Stephanie Pomboy: The Higher Yields Go, The Higher The Odds The Market Cracks
on Options tradingNegativeOct 7, 2026· Thoughtful Money with Adam Taggart
Pomboy should not trade options because they do not suit her strengths.
“I learned I'm not good at options and I shouldn't trade options.”
Listen at 58:25
Open the episode · Stephanie Pomboy: The Higher Yields Go, The Higher The Odds The Market Cracks
on Economic data analysisPositiveOct 7, 2026· Thoughtful Money with Adam Taggart
Economic analysis should examine detailed components rather than only headline data.
“Don't just look at the headline. You've got to drill down and look at every little sliver of the components”
Listen at 59:33
Open the episode · Stephanie Pomboy: The Higher Yields Go, The Higher The Odds The Market Cracks

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.