Safe Haven: Gold, Emerging Markets, Energy Stocks, Long-Dated US Treasurys | Stephanie Pomboy (PT2)
Here in Part 2 of this interview with economic macro researcher Stephanie Pomboy, Stephanie shares how she is positioning her own portfolio today for the volatile times she expects ahead.
She owns no US equities except precious metals mining companies. Her largest position is physical gold, held along with Emerging Markets equities from countries with natural resource-based economies, energy stocks, and long-dated US Treasurys.
If you’ve not yet watched Part 1 of this interview with Stephanie, you can do so here: https://youtu.be/wbjDccuIGyA
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