Super Terrific Happy Hour

Super Terrific Happy Hour Ep. 11: Switching Horses with Tony Greer

Joining Stephanie and Grant for episode 11 of The Super Terrific Happy Hour is Tony Greer of TG Macro. Beginning with Tony’s days at the storied commodity trading house, J. Aron, he walks us through his experience of both trading a previous tech bubble (and the questionable decisions it prompted), a resurgent commodity complex (and […] This content is only available for active subscribers. Subscribe

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Super Terrific Happy Hour Ep. 10: Just The Two Of Us

Stephanie and Grant reconvene to noodle about a whole bunch of hot button topics including bitcoin – specifically Steph’s concerns about possible regulatory interference and the under-discussed question as to where the crypto darling may rank in the capital structure – whether any upcoming inflationary pressures are likely to merely be transitory and the change in the seasons which seems to be bringing springtime to the world of value investing just as winter approaches for technology and growth stocks.

The two discuss the effect an extra 10 million people out of work might have on both saving and spending, the likelihood that the housing market will continue to be strong as an ox and the nature of long-term, intractable problems that are all too obvious but never seem to matter until they’re right on top of us.

This content is only available for active subscribers. Subscribe

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Super Terrific Happy Hour Ep. 9: David Rosenberg

Stephanie and Grant welcome David Rosenberg of Rosenberg Research to The Super Terrific Happy Hour for a fun-filled conversation about the disconnect between the economy and risk assets, the probability Rosie places on the return of significant inflation and much, much more. From the negligible likely impact of the supposed positives of Covid life on overall GDP to the importance of having robust econometric models and understanding the dramatic changes to spending and saving habits by U.S. consumers, Rosie offers a masterful breakdown of the most important factors to be considered when assessing where we go from here. It looks

Listen Now »

Super Terrific Happy Hour Ep. 8 – Peter Atwater: Our Sentimental Friend

Stephanie and Grant Welcome Peter Atwater, the brains behind Financial Insyghts to the Super Terrific Happy Hour for a discussion about mood and markets.
The three discuss how the stock market’s blistering rise has been fueled by sentiment, the places Peter sees potential trouble brewing and the dangers of complacency amidst today’s euphoria.
In addition Stephanie takes a look at everybody’s favourite subject – the dollar – and ponders what the strange action of the world’s reserve currency in recent months may portend.

Listen Now »

Super Terrific Happy Hour Ep. 7 – John Hathaway: Being A Doyen Is A Good Thing, Right?

Join Stephanie and Grant for a fascinating conversation with a true legend of the precious metals industry, John Hathaway.
The three discuss John’s storied career, what the gold market looked like twenty years ago, how John’s experience of multiple cycles has helped him deal with the volatility inherent in the precious metals space and what he expects to see going forward.
Gold’s role in a portfolio, how to identify potential investments and the importance of managing the psychological component of what can be a tempestuous ride all come under the microscope.

Listen Now »

Super Terrific Happy Hour Ep. 6

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.

Listen Now »

Super Terrific Happy Hour Ep. 5 – Yet Another Super Terrific Guest

Stephanie and Grant are joined by an old friend, Dave Iben, Chief Investment Officer and Lead Portfolio Manager of Kopernik Global Investors – one of the great value investors of his generation.
The three discuss the art of value investing, the challenges it faces in today’s market environment and why it’s a bad idea to write any obituaries for the strategy just yet.
Dave talks about the cycles he’s witnessed over his career as he gets ready to enter his fifth decade in the business, the lessons he’s learned and offers some thoughts on where value can be found off the beaten path as equity markets scream towards all-time highs.
A masterclass in what is, sadly, fast-becoming a lost art…

This content is only available for active subscribers. Subscribe

Listen Now »

Super Terrific Happy Hour Ep. 4 – Another Super Terrific Guest

Stephanie and Grant welcome the stupendous Sy Jacobs, founding and managing member of JAM Partners to the Super Terrific Happy Hour for a wide-ranging conversation that begins in the 1980s, when Sy found himself in the centre of the nascent MBS market, and ends with a look at opportunities in today’s markets and an idea that will really blow your hair back.
Along the way, we ponder Yield Curve Control, the Robinhood phenomenon and much, much more.
In a world of soundbites, this is a rare chance to listen to someone who really knows his corner of the market from the ground up.
Enjoy…

Listen Now »

Super Terrific Happy Hour Ep. 3 – Super Terrific Guest

Stephanie and Grant welcome the legendary Bob Rodriguez, former helmsman of First Pacific Advisors, to the Super Terrific Happy Hour to talk about his extraordinary career, how he’d handle today’s unusual environment, his amazing family history and how the chance reading of a book on racecar driving helped him thwart Louis Rukeyser…
A conversation that’s both Super AND Terrific. Happy?

Listen Now »

Super Terrific Happy Hour Ep. 1 – Connect/Disconnect

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

Listen Now »

Super Terrific Happy Hour

Super Terrific Happy Hour Ep. 11: Switching Horses with Tony Greer

Joining Stephanie and Grant for episode 11 of The Super Terrific Happy Hour is Tony Greer of TG Macro. Beginning with Tony’s days at the storied commodity trading house, J. Aron, he walks us through his experience of both trading a previous tech bubble (and the questionable decisions it prompted), a resurgent commodity complex (and […] This content is only available for active subscribers. Subscribe

Listen Now »

Super Terrific Happy Hour Ep. 10: Just The Two Of Us

Stephanie and Grant reconvene to noodle about a whole bunch of hot button topics including bitcoin – specifically Steph’s concerns about possible regulatory interference and the under-discussed question as to where the crypto darling may rank in the capital structure – whether any upcoming inflationary pressures are likely to merely be transitory and the change in the seasons which seems to be bringing springtime to the world of value investing just as winter approaches for technology and growth stocks.

The two discuss the effect an extra 10 million people out of work might have on both saving and spending, the likelihood that the housing market will continue to be strong as an ox and the nature of long-term, intractable problems that are all too obvious but never seem to matter until they’re right on top of us.

Listen Now »

Super Terrific Happy Hour Ep. 9: David Rosenberg

Stephanie and Grant welcome David Rosenberg of Rosenberg Research to The Super Terrific Happy Hour for a fun-filled conversation about the disconnect between the economy and risk assets, the probability Rosie places on the return of significant inflation and much, much more. From the negligible likely impact of the supposed positives of Covid life on overall GDP to the importance of having robust econometric models and understanding the dramatic changes to spending and saving habits by U.S. consumers, Rosie offers a masterful breakdown of the most important factors to be considered when assessing where we go from here. It looks as though Q3 is setting up to be a very, very important watershed…

Listen Now »

Super Terrific Happy Hour Ep. 8 – Peter Atwater: Our Sentimental Friend

Stephanie and Grant Welcome Peter Atwater, the brains behind Financial Insyghts to the Super Terrific Happy Hour for a discussion about mood and markets.
The three discuss how the stock market’s blistering rise has been fueled by sentiment, the places Peter sees potential trouble brewing and the dangers of complacency amidst today’s euphoria.
In addition Stephanie takes a look at everybody’s favourite subject – the dollar – and ponders what the strange action of the world’s reserve currency in recent months may portend.

Listen Now »

Super Terrific Happy Hour Ep. 7 – John Hathaway: Being A Doyen Is A Good Thing, Right?

Join Stephanie and Grant for a fascinating conversation with a true legend of the precious metals industry, John Hathaway.
The three discuss John’s storied career, what the gold market looked like twenty years ago, how John’s experience of multiple cycles has helped him deal with the volatility inherent in the precious metals space and what he expects to see going forward.
Gold’s role in a portfolio, how to identify potential investments and the importance of managing the psychological component of what can be a tempestuous ride all come under the microscope.

Listen Now »

Super Terrific Happy Hour Ep. 6

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.

Listen Now »

Super Terrific Happy Hour Ep. 5 – Yet Another Super Terrific Guest

Stephanie and Grant are joined by an old friend, Dave Iben, Chief Investment Officer and Lead Portfolio Manager of Kopernik Global Investors – one of the great value investors of his generation.
The three discuss the art of value investing, the challenges it faces in today’s market environment and why it’s a bad idea to write any obituaries for the strategy just yet.
Dave talks about the cycles he’s witnessed over his career as he gets ready to enter his fifth decade in the business, the lessons he’s learned and offers some thoughts on where value can be found off the beaten path as equity markets scream towards all-time highs.
A masterclass in what is, sadly, fast-becoming a lost art…

Listen Now »

Super Terrific Happy Hour Ep. 4 – Another Super Terrific Guest

Stephanie and Grant welcome the stupendous Sy Jacobs, founding and managing member of JAM Partners to the Super Terrific Happy Hour for a wide-ranging conversation that begins in the 1980s, when Sy found himself in the centre of the nascent MBS market, and ends with a look at opportunities in today’s markets and an idea that will really blow your hair back.
Along the way, we ponder Yield Curve Control, the Robinhood phenomenon and much, much more.
In a world of soundbites, this is a rare chance to listen to someone who really knows his corner of the market from the ground up.
Enjoy…

Listen Now »

Super Terrific Happy Hour Ep. 3 – Super Terrific Guest

Stephanie and Grant welcome the legendary Bob Rodriguez, former helmsman of First Pacific Advisors, to the Super Terrific Happy Hour to talk about his extraordinary career, how he’d handle today’s unusual environment, his amazing family history and how the chance reading of a book on racecar driving helped him thwart Louis Rukeyser…
A conversation that’s both Super AND Terrific. Happy?

Listen Now »

Super Terrific Happy Hour Ep. 1 – Connect/Disconnect

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

Listen Now »