Stephanie Pomboy: Unemployment Rate To Spike In 2026?

Video Description

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com Macro analyst Stephanie Pomboy returned for a livestream this morning. In it, we discussed the gargantuan debt financing needs of the AI sector and how the competition for funds across public & private companies AND the federal government is highly likely to create undesirable trade-offs. We also talked about the recent Fed moves and how they signal all is not well in the financial plumbing, the rising unemployment rate, whether the current bull run in the precious metals is likely to continues, and Stephanie’s thoughts on the energy sector. Follow Stephanie’s work at https://macromavens.com/ Or on X at @spomboy #marketcorrection #preciousmetals #unemploymentrate 0:00 - Promoting the Super Terrific Day Conference 2:20 - How to Sign Up for the Conference 3:52 - Conference Speakers and Agenda 5:33 - Interactive Format of the Conference 6:47 - Upcoming Matt Taibbi Interview 7:45 - AI Funding Needs and Capital Demands 9:43 - Corporate Debt Rollovers Ahead 10:59 - Intensifying Demands for Capital 11:55 - Misperceptions of Corporate Balance Sheets 13:00 - Potential Crowding Out of Borrowers 14:10 - Productive vs. Non-Productive Debt 15:46 - AI Compared to Dot-Com Bubble 17:00 - Public Sector Borrowing Requirements 19:05 - Debt Saturation and Limits 20:25 - Bond Yields as a Relief Valve 21:06 - Treasury Basis Trade and Hedge Funds 23:13 - Fed's QE Resumption Under New Guise 25:47 - Balance Sheet as the Key Tool 27:15 - Unemployment Rate Trends and Spike Risks 29:35 - Profits and Employment Disconnect 31:19 - Consumer Sentiment on Labor Market 32:07 - Collapsing Quits Rate 33:57 - Surge in Corporate Bankruptcies 35:13 - Retail Sales Propped by Top Earners 37:34 - Consumer Confidence Signaling Weakness 39:48 - Vulnerability to Stock Market Correction 41:49 - Market as Tail Wagging Economic Dog 43:05 - Stock Market as US Economy's Achilles Heel 44:13 - Fed Rate Cuts and Pavlovian Conditioning 47:05 - Housing Market Correction Underway 48:43 - Stocks Down in Real Terms 50:07 - Corporate Credit as Potential Catalyst 51:33 - Private Credit Exposure Risks 53:40 - Current Market Declines and AI Doubts 54:43 - Gold and Silver Performance 56:12 - Bright Future for Precious Metals 57:03 - Fed's MBS Runoff and Housing Impact 58:22 - Portfolio Adjustments to Energy 59:41 - Shifting from Traditional 60/40 Model 1:00:03 - Energy Sector Recovery Potential 1:01:35 - Commodities as Portfolio Bucket 1:02:52 - Currency Debasement Driving Commodities 1:04:35 - Silver to Oil Ratio Analysis 1:06:03 - Increasing Demand for Oil and Gas 1:07:19 - Energy Risks Tied to AI Bubble Burst 1:09:47 - When to Sell Precious Metals 1:11:39 - Deflation vs. Hyperinflation Debate 1:13:03 - Wealth Transfer and Demographics 1:15:03 - Risks of Marketwide Liquidation Event _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter. We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such. We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance. IMPORTANT NOTE: There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance. Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC. Copyright © 2025 Thoughtful Money LLC. All rights reserved.