About this episode
Analyst Stephanie Pomboy returns for her bi-weekly macro & market update. We discuss the continued strength in stocks, which are back to all-time highs — only three months after Wall Street’s violent sell-off due to fears of tariff repercussions.How sustainable is this current rally?We discuss that, as well as the grinding weight of “higher for longer” bond yields, the potential of the President to appoint a “shadow Fed Chair” between now and the end of Powell’s term, Steph’s outlook for gold, and the long-term inevitability of a re-expansion of the Fed’s balance sheet. SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#federalreserve #stocks #goldprice __________________________________________________Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce & distribute 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.