The MacroMavens Podcast
Super Terrific Happy Hour, Ep 6 - Just The Two Of Us

Super Terrific Happy Hour, Ep 6 - Just The Two Of Us

October 25, 2020

Stephanie and Grant are back for another Super Terrific Happy Hour as the pair discuss the inflation/deflation debate, the disconnect between the economy and the data, the curious case of the rising housing market and what life (and markets) may look like in a post-Covid world.

Super Terrific Happy Hour, Ep 7 - Being A Doyen Is A Good Thing, Right?

Super Terrific Happy Hour, Ep 7 - Being A Doyen Is A Good Thing, Right?

October 25, 2020

Stephanie & Grant are joined by John Hathaway, a man who has forgotten more about precious metals and the companies that dig them out of the ground than many people will ever know.

The three discuss John's career, what the different points in the precious metals cycle look and feel like and how he not only identifies potential investments, but manages the emotional rollercoaster of committing capital in such a volatile space.

Super Terrific Happy Hour, Ep 5 - Yet Another Super Terrific Guest

Super Terrific Happy Hour, Ep 5 - Yet Another Super Terrific Guest

July 8, 2020

Stephanie and Grant welcome value investor Dave Iben, Chief Investment Officer and Lead Portfolio Manager of Kopernik Global Investors to the Super Terrific Happy Hour.

Dave proceeds to give a masterclass in the art of value investing - a particularly timely reminder given the rise of passive strategies in recent years.

From the principles a value investor needs to adhere to, through cycle analysis to individual sectors and companies in which Dave sees tremendous opportunity, this is a conversation not to be missed.

Super Terrific Happy Hour, Ep 4 - Another Super Terrific Guest

Super Terrific Happy Hour, Ep 4 - Another Super Terrific Guest

July 1, 2020

For the 4th instalment of the STHH, Grant and Stephanie had the great pleasure of chatting with Sy Jacobs.  He is the illustrious founder of JAM Partners, a hedge fund focused on US financials, which he has run with an envious track record for 25 years.  His insights would be welcome any time, but they are particularly invaluable now.  He covers his thoughts about the credit cycle, similarities and differences to those past and has one long idea that will knock your socks off!  Enjoy!

Super Terrific Happy Hour, Ep. 3  - SuperTerrific Guest

Super Terrific Happy Hour, Ep. 3 - SuperTerrific Guest

May 24, 2020

Join Stephanie Pomboy & Grant Williams for an irregular series of podcasts about the world of finance, markets, the economy and much, much more.

This week Grant and Steph welcome a very special guest-- a legend in the business who deftly side stepped the major bubbles of the last several decades and earned accolades as a top manager of both equity and fixed income funds.  Find out what he learned in his years in the business, what he sees coming and what he is investing in now.

Super Terrific Happy Hour Ep. 1 - Connect/Disconnect

Super Terrific Happy Hour Ep. 1 - Connect/Disconnect

May 16, 2020

Join Stephanie Pomboy & Grant Williams for an irregular series of podcasts about the world of finance, markets, the economy and much, much more.

In the first Super Terrific Happy Hour, the two discuss the strong disconnect between data and markets, the strong connection between unemployment and default rates, Europe, China and the post-Covid world we're likely to inhabit.

Fun for all the family…well, most of the family

Super Terrific Happy Hour Ep. 2 - Inflation/Deflation

Super Terrific Happy Hour Ep. 2 - Inflation/Deflation

May 12, 2020

Join Stephanie Pomboy and her co-host, Grant Williams for an occasional series of podcasts looking at the craziness enveloping the global economy and financial markets.

In the second Super Terrific Happy Hour, the two discuss 'flations of every shape and size and debate which of them is likely to show up, when and what the hell might happen when they do.

What's not to love?

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