Explore the case for hard assets over paper, the pension system's growing private credit exposure, and why deglobalization may reshape financial markets for a generation, with Macro Mavens founder Steph Pomboy.

00:00 Introduction

03:04 AI, leverage, and the dot-com parallel

05:54 The competition for capital in 2026

08:48 The $15 trillion capital problem nobody is talking about

09:51 The triple B debt crisis and corporate balance sheet risk

22:25 The Fed as buyer of last resort for treasuries

28:24 The private credit boom and the pension problem

39:27 The upside of deglobalization and reshoring

44:52 Trend or Fad?

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