Stephanie Pomboy: The Way We Invest Is Coming To An End

Thoughtful Money with Adam Taggart · Sep 10, 2025 · 1h 7m

The cost of capital is rising.Inflation may be more present in future years, especially as we re-shore manufacturing.And as we re-shore it, we are also re-introducing our economy's exposure to the natural business cycle -- something we'd largely been able to divorce our exposure to by pushing it onto other countries during the era of Globalization.In short: the entire framework we've been accustomed to investing in is coming to an end, warns macro analyst Stephanie Pomboy.What will the likeliest implications be?Watch this video to find out.#inflation #jobs #costofcapital 0:00 - Jobs market…