Investors / stance tracking
What Stephanie Pomboy is saying
FollowFollowingUnfollowMacroMavens (as introduced, Oct 2026)
4 dated public stances tracked since 2026-10-08, most recently 2026-10-22. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Stephanie Pomboy's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Stephanie Pomboy is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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4
tracked stances
3
themes
0
side flips
2026-10-22
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| GOLD | 1 | 1 bullish | 2026-10-08 | |
| Long Dur Treasuries | 1 | 1 bullish | 2026-10-22 | |
| RISK ASSETS | 1 | 1 bearish | 2026-10-22 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-22
RISK ASSETS
bearish
Fox Business (uncut) · uncut_tv
Risk-on markets may have peaked as weakening consumer purchasing power compresses corporate margins while credit constraints and malinvestment concerns build around AI hyperscalers.
“I do think there's a chance that we've seen peak inflation in the near term and that we've seen peak risk on.”
Fox Business uncut 2026-10-22 14:33 ET (5 min)
2026-10-22
Long Dur Treasuries
bullish
Fox Business (uncut) · uncut_tv
A record speculative short position could fuel a sharp but temporary short-covering rally in long-term Treasuries, although unresolved fiscal deterioration limits its durability.
“This would just be a short covering rally, and we have this massive spec short position.”
Fox Business uncut 2026-10-22 14:33 ET (5 min)
2026-10-08
long USTS / short Long Dur Treasuries
pair
Danielle DiMartino Booth · video
Fed is one-and-done so the short end stabilizes while runaway fiscal deficits, oil-driven foreign Treasury liquidations, and AI capex competing for capital keep pushing the long end higher — any short-covering rally in the 10-year is a selling opportunity
“I do expect the long end to continue edging higher because none of the problems pushing it higher have been solved”
DiMartino Booth of QI Research joins Charles Payne of FBN — lowest on record for 10 yr note auction
Runaway US fiscal deficits guarantee repayment in increasingly debased dollars, driving foreign central banks to diversify reserves out of Treasuries into gold, with an additional upside catalyst from potential US policy shift toward gold-backed instruments…
“foreign central banks are saying why are we sitting in Treasuries when we're being paid back in increasingly worthless dollars”
DiMartino Booth of QI Research joins Charles Payne of FBN — lowest on record for 10 yr note auction
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