Shows
Palisades Gold RadioLuke Gromen: Gold Can be Used to Rebalance the Global Economy Without a World WarTom welcomes back Luke Gromen of Forest For The Trees back to the show. The discussion delves into complex economic and geopolitical dynamics, focusing on how global powers might navigate a transition away from the dollar-based system towards a neutral reserve asset like gold. He begins by highlighting that the current dollar-centric system is unsustainable due to high deficits and debt levels. A potential solution, he suggests, involves using gold as a neutral reserve asset, which would allow commodities to be priced in multiple currencies and facilitate trade settlements. This shift could create a more balanced and resilient global...2025-05-081h 23
Coffee and a MikeLuke Gromen #1130Luke Gromen is the founder and president of Forest for the Trees (FFTT), a macroeconomic research firm that serves institutional and private investors. He talks what the Trump administration is attempting to do, gold, bitcoin, devaluation of the dollar, China, centralization, how people should best prepare, and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!! WatchShow Rumble- https://rumble.com/v6t1uvv-two-solutions-default-or-inflate-away-the-debt-luke-gromen.html YouTube- https://youtu.be/098CRipITpE Follow Me X- https://x.com/CoffeeandaMike IG- https://www.instagram.com/coffeeandamike/...2025-05-071h 05
Coin StoriesLuke Gromen: Is Trump Triggering 'Sudden Stop' in Economy? Gold, Bitcoin, Stocks and Macro OutlookNatalie Brunell is joined by prominent analyst Luke Gromen to share a critical macro update on the U.S. economy, the debt spiral, and what it means for gold and Bitcoin. He explains why the current path is unsustainable—and how investors can prepare. Topics covered include: - Why cutting government spending could crash the economy The dangerous “order of operations” policymakers are ignoring How gold, and eventually Bitcoin, could replace U.S. Treasuries as reserve assets Why Wall Street is in denial about what’s coming The role of negative real rates and financial repression - What h...2025-04-0349 min
On The Tape with Danny MosesLuke Gromen: Finding Gold Among a Forest Full of TreesDanny Moses hosts Luke Gromen, founder and president of Forest For The Trees, on the On the Tape Podcast. The discussion revolves around significant market shifts since 2023, including fiscal spending and dominance, inflation, and global financial trends. Luke delves into how post-2020 fiscal policies, particularly in the U.S., have led to inflationary pressures and evolving debt dynamics. He explains the impact of Federal Reserve policies and the role of fiscal dominance in shaping market outcomes. Luke also discusses the shifting roles of gold and Bitcoin as alternative assets, amidst rising debt and geopolitical tensions. They explore the implications...2025-03-1952 min
Futures Edge Show: Finance Unfiltered with Jim Iuorio and Bob IaccinoLuke Gromen on Tariffs, Gold & Bitcoin: A Financial Reset?Is the U.S. economy at a turning point?Renowned macroeconomic strategist Luke Gromen, Founder & President, Forest for the Trees (FFTT) and Author of "The Mr. X Interviews, Volumes I & II," joins the conversation to break down the complexities of the current financial landscape. He offers his insights on the bond market’s liquidity challenges, the impact of government spending, the intricate relationship between the stock market and treasury yields, and the shifting role of gold and Bitcoin as reserve assets.He returns to the Futures Edge with Jim Iuorio and Bob Iaccino to explore the soft implementation of yi...2025-03-0559 min
Podcast Notes Playlist: BusinessLuke Gromen: Why the CIA Doesn’t Want You Owning Gold, & Is Fort Knox Lying About Our Gold Reserve?The Tucker Carlson Show
Key Takeaways “Gold, on some level, is a hedge – an insurance policy – against the existing system, as it has been allowed to evolve over the last 50 years.” – Luke Gromen Gold serves as an anchor to reality: Establishment powers do not want gold to come back into the system because it is easier to run fiscal deficits without it Throughout history, the first thing that autocrats tend to do once they seize power is remove the convertibility of their currency to goldYou are a free person as long as you can convert your currency into...2025-03-051h 39
Monetary Matters with Jack FarleyLuke Gromen: Foreigners To Dump Bonds If U.S. Dollar Continues To StrengthenThis Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJackInvesting involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 800.826.2333 to read and consider the prospectus, containing the investment objective, risks, and fees of the fund. Carefully read before investing. © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates CorporationLuke Gromen, Founder & President, Forest for the Trees (FFTT), joins Monetary Matters to share...2025-01-151h 19
The Covered Call Podcast PodcastFamily, Freedom and Finance: Becoming unstoppable with Luke GromenIn this episode, Lovis and Jason sit down with Luke Gromen to explore the intersection of family, freedom, and finance, drawing on Luke's transformative journey from his formative Boy Scout experiences to his rise as a leading macroeconomic thinker and founder of FFTT, LLC. The conversation delves into the lessons Luke learned navigating the 2008 financial crisis, the pivotal decision to embrace creative control in his career, and the profound influence of mentorship and family on his personal and professional success. With reflections on resilience, the evolving global economy, and the balance between independence and responsibility, this episode offers a...2025-01-151h 11
We Study Billionaires - The Investor’s Podcast NetworkBTC215: Global Macro and Bitcoin Q1 2025 w/ Luke Gromen (Bitcoin Podcast)Luke Gromen unpacks the dynamics of stablecoins and T-bills, Bitcoin’s role as a fiscal policy marker, and the implications of yield curve control. We delve into U.S. dollar devaluation, global liquidity in 2025, and the interplay of tariff threats and international Bitcoin reserves.IN THIS EPISODE YOU’LL LEARN:00:00 - Intro01:10 - Why total federal receipts over 18% of GDP have historically led to recessions.11:25 - The connection between stablecoins and T-bill demand, and its influence on Bitcoin adoption.21:58 - How the Bank of England’s yield...2025-01-011h 07
The Julia La Roche Show#222 Luke Gromen: 'Devalue The Dollar First' | Why DOGE Without Dollar Weakening Would Be 'CatastrophicLuke Gromen, founder of FFTT, joins Episode 222 of the Julia La Roche Show to discuss why he believes the Department of Defense, not the Federal Reserve, now drives U.S. economic policy. Gromen warns that if the incoming Trump administration attempts efficiency cuts (DOGE) before devaluing the dollar, "they will fail spectacularly" and "what happened in '08 will look like a tea party." He explains why rebuilding America's hollowed-out defense industrial base requires significant spending that can't be constrained by bond market concerns, shares his portfolio strategy favoring gold, Bitcoin, and T-bills over long-term bonds, and explores how a...2024-12-241h 03Coin StoriesLuke Gromen: Bitcoin as "The New Oil," Trump's Tariffs, and the Death of the Dollar-Centric SystemIn this episode with investor and macro analyst Luke Gromen, we discuss: Luke’s Bold Macro Outlook: What’s Ahead in the Next 6-12 Months Trump’s 2025 Economy The Strengthening Dollar: Why It’s a Hidden Threat to the Global Economy Why Our Economy Needs Stocks to Keep Rising Tariffs and Their Global Ripple Effect "Bitcoin Is the New Oil"? Trump's Shocking Statement Luke’s Take on Scott Bessent as Trump’s Treasury Secretary Pick Bitcoin’s Skyrocketing Potential: Why Luke Says It’s Going "Much Higher" Could Bitcoin Become a Strategic Military Asset? ---- Coin Stories is p...2024-12-0355 min
The Bitcoin FrontierEntering a liquidity acceleration phase with Luke GromenIn this episode, we sit down with Luke Gromen to unpack the U.S. fiscal landscape, exploring the growing strain of true interest expense and why the world may be entering a liquidity acceleration phase. Luke highlights some of the most crowded and least crowded trades in the market today and explains why gold miners are taking on a new role, while commodity stocks resemble bonds. We also discuss the potential release valves of gold, oil, and bitcoin. Luke provides insights into the shifting dynamics of physical versus paper assets, the repricing of bonds and hard assets, and bitcoin’s...2024-10-1556 min
Macro VoicesMacroVoices #448 Luke Gromen: Why the Gold Recycling Trade is AcceleratingMacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll discuss the dollar, inflation, monetary policy, China, energy, precious metals, and much more. https://bit.ly/3TW9f65
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The David Lin ReportU.S. Can ‘No Longer Afford Debt’, Only Way To Avoid Biggest Default In History | Luke GromenLuke Gromen, Founder & President of Forest For The Trees, discusses the insurmountable amounts of debt the U.S. now faces, and what must be done to avoid a sovereign debt default.
This video is distributed on behalf of Metalla Royalty (NYSE: MTA | TSX-V: MTA). Watch the interview with CEO Brett Heath: https://youtu.be/srT36HXSw0I?si=WPYj3E8lU2t_Uv5d
*This video was recorded on Saturday 16, 2024
Subscribe to my free newsletter: https://davidlinreport.substack.com/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com...2024-09-2246 min
RiskReversal PodUnthought Known Path of Rate Cuts with Luke GromenDan Nathan and Danny Moses discuss the ongoing bull market, with insights into the S&P 500's new highs and the NASDAQ's performance. They delve into the implications of the Fed's recent interest rate cut, Chair Jerome Powell’s press conference, its impact on the economy, and the potential for more rate cuts amidst discussions of a soft landing. The episode covers the recent trends in tech stocks, banks' performance, and market strategies as hedge funds recalibrate their positions.Guy Adami and Danny Moses welcome back Luke Gromen of FFTT, LLC to discuss his bullish stance on eq...2024-09-201h 10
第三浪 SurgeLong#58 Luke Gromen 你的财富是如何不知不觉被稀释的 | From Bankless👋 来互动
🫸 微信公众号: SurgeLong
🫸 Flow_第三浪 @即刻
🫸 Flow_第三浪 @X | Twitter
🫸 Flow.SurgeLong@outlook.com
🕵️ 英文原声 & 节目频道
Luke Gromen: Why you Should Prepare for a MASSIVE Economic Shift
Bankless
🎸 背景音乐
Moonlight - Red Dead Redemption 2
That's The Way It Is - Red Dead Redemption 2
👫🏽 本期对谈人 & 发言人
Luke Gromen: A Force for the Trees的创始人和总裁，帮助投资者看清全局，为未来做好准备。
Ryan Sean Adams: Bankless 节目的主持人之一，帮助听众实现更多的去中心化。
David Hoffman: Bankless 节目的主持人之一，与Ryan Sean Adams合作探讨货币和能源相关的话题。
📝 目录
开场与引言
能源与货币的关系
生产力提升与债务系统
石油资源与通货膨胀
全球能源需求与地缘政治
中国与印度的石油消费
人工智能的通缩效应
未来货币系统变革
美联储与政府债务
黄金作为储备资产
未来的投资策略
美国的经济前景
个人投资建议
💁🏻 本期（不完全）提及人物 & 事物
Helen Thompson: 提出“能源盲点”概念，指政策制定者忽视能源对经济和货币的影响。
Kyle Bass: 提出中国面临美元短缺将导致经济和政治危机的观点。
Nancy Pelosi: 美国众议院议长，被提及与投资有关。
David Rogers Web: 《大夺取》一书的作者，探讨金融资产所有权的变动。
✂️
石油美元体系: 石油以美元计价，美元作为全球储备货币。
页岩油革命: 水力压裂技术使得美国大规模开采页岩油，重新确立美元在石油中的价值。
黄金重新成为石油货币: 世界各国逐渐转向持有黄金作为储备资产，减少对美元和国债的依赖。
资本管制: 政府为了控制资金流动而采取的各种限制措施。
中央银行数字货币: 由中央银行发行的数字形式的货币，可能用于控制和监管金融体系。
大夺取: 探讨在银行倒闭情况下，私人金融资产如何被用于拯救大银行的机制。
美联储财务会计手册第2.10节: 允许财政部长指示美联储重新估值美国政府的黄金储备，以注入财政部总账户。
2024-06-171h 13
第三浪 SurgeLong#58 Luke Gromen 你的财富是如何不知不觉被稀释的 | From Bankless👋 来互动 🫸 微信 & 公众号: SurgeLong 🫸 Flow_第三浪 @即刻 🫸 Flow_第三浪 @X | Twitter 🫸 Flow.SurgeLong@outlook.com🕵️ 英文原声 & 节目频道 Luke Gromen: Why you Should Prepare for a MASSIVE Economic Shift Bankless🎸 背景音乐 Moonlight - Red Dead Redemption 2 That's The Way It Is - Red Dead Redemption 2👫🏽 本期对谈人 & 发言人 Luke Gromen: A Force for the Trees的创始人和总裁，帮助投资者看清全局，为未来做好准备。 Ryan Sean Adams: Bankless 节目的主持人之一，帮助听众实现更多的去中心化。 David Hoffman: Bankless 节目的主持人之一，与Ryan Sean Adams合作探讨货币和能源相关的话题。📝 目录 开场与引言 能源与货币的关系 生产力提升与债务系统 石油资源与通货膨胀 全球能源需求与地缘政治 中国与印度的石油消费 人工智能的通缩效应 未来货币系统变革 美联储与政府债务 黄金作为储备资产 未来的投资策略 美国的经济前景 个人投资建议💁🏻 本期（不完全）提及人物 & 事物 Helen Thompson: 提出“能源盲点”概念，指政策制定者忽视能源对经济和货币的影响。 Kyle Bass: 提出中国面临美元短缺将导致经济和政治危机的观点。 Nancy Pelosi: 美国众议院议长，被提及与投资有关。 David Rogers Web: 《大夺取》一书的作者，探讨金融资产所有权的变动。✂️石油美元体系: 石油以美元计价，美元作为全球储备货币。 页岩油革命: 水力压裂技术使得美国大规模开采页岩油，重新确立美元在石油中的价值。 黄金重新成为石油货币: 世界各国逐渐转向持有黄金作为储备资产，减少对美元和国债的依赖。 资本管制: 政府为了控制资金流动而采取的各种限制措施。 中央银行数字货币: 由中央银行发行的数字形式的货币，可能用于控制和监管金融体系。 大夺取: 探讨在银行倒闭情况下，私人金融资产如何被用于拯救大银行的机制。 美联储财务会计手册第2.10节: 允许财政部长指示美联储重新估值美国政府的黄金储备，以注入财政部总账户。2024-06-171h 13
BanklessThe End of the Petrodollar | Luke Gromen“Energy is the base layer of money” - that’s how our guest Luke Gromen puts it in today’s episode. Luke is an Author and Investor who gives us a completely new way to look at money, through the lens of energy costs. The essential learning of today’s show is that you can’t understand money until you understand energy markets. Apart from that Luke explains why the price of oil is about to force a monetary system change, why the 60/40 portfolio is dead and much more. ------ ✨ Mint the episode on Zora...2024-06-101h 21
We Study Billionaires - The Investor’s Podcast NetworkBTC184: Q2 Macro w/ Luke Gromen (Bitcoin Podcast)In this episode of the Bitcoin Fundamentals Podcast, Luke Gromen discusses the macroeconomic outlook for the upcoming year. We cover the Fed/Treasury cap on USD, UST yields, potential changes in housing inflation metrics, and the significant backlog in transmission interconnections. Additionally, Luke explores the implications of a $1.8 trillion housing stimulus, key commodities like copper and uranium, the Japan treasury market, and how these factors could impact Bitcoin.IN THIS EPISODE YOU’LL LEARN:00:00 - Intro06:03 - The current Fed/Treasury cap on USD and UST yields.06:03 - Th...2024-05-2959 min
第三浪 SurgeLong#47 Lyn Alden & Luke Gromen 失控的财政支出造成「万物皆涨」 | Blockworks 图片
👋 来互动
🫸 Flow_第三浪 @即刻
🫸 Flow_第三浪 @X | Twitter
🫸 Flow.SurgeLong@outlook.com
🕵️ 英文原声 & 节目频道
Runaway Fiscal Spending Is Fueling The Everything Rally (Part 1/2) | Lyn Alden & Luke Gromen
Blockworks Macro
🎸 背景音乐
Moonlight - Red Dead Redemption 2
That's The Way It Is - Red Dead Redemption 2
👫🏽 本期对谈人 & 发言人
Mike：本对话的主持人，负责引导整个讨论的方向和话题。
Lyn Alden：金融分析师，专注于宏观经济研究，对财政政策和货币政策有深入的见解。
Luke Gromen：经济学家，对货币政策、财政政策以及金融市场有独到的分析和理解。
📝 目录
美国十年期实际利率与黄金价格的关系
地缘政治形势对美国国债安全性的影响
财政主导的概念及其对货币政策的影响
黄金作为储备资产和金砖货币的角色
美国财政赤字与黄金价格的关系
国债市场的功能失调与联邦储备的介入
稳定币和第二层解决方案在金融系统中的作用
财政主导转变对美元和金融市场的潜在影响
💁🏻 本期（不完全）提及人物 & 事物
Dan Tapiero：金融分析师，其推特分享的图表引发了对话中对黄金和实际利率关系的讨论。
耶伦（Janet Yellen）：美国财政部长，对话中提到她在财政政策方面的决策和行动。
鲍威尔（Jerome Powell）：美国联邦储备系统主席，对话中提及其紧缩政策对市场的影响。
金砖国家：指巴西、俄罗斯、印度、中国和南非，这些国家在对话中被提及是因为它们对黄金的储备行为。
Kinto：提供用户自主控制的KYC和本地账户抽象化技术，旨在支持金融系统的第二层解决方案。
✂️
实际利率：指经过通货膨胀调整后的利率，反映了借款人实际支付的利息成本。
财政主导：一种经济现象，指财政政策对经济的影响超过了货币政策，导致货币政策的独立性降低。
量化紧缩：中央银行通过出售资产来减少市场上的流动性，以控制货币供应量和抑制通货膨胀。
稳定币：一种加密货币，其价值与某种外部参考资产（如美元）挂钩，以保持价值稳定。
第二层解决方案：指在区块链技术之上构建的系统或协议，旨在提高交易速度和降低成本。
2024-04-1642 min
第三浪 SurgeLong#47 Lyn Alden & Luke Gromen 失控的财政支出造成「万物皆涨」 | Blockworks👋 来互动 🫸 Flow_第三浪 @即刻 🫸 Flow_第三浪 @X | Twitter 🫸 Flow.SurgeLong@outlook.com🕵️ 英文原声 & 节目频道 Runaway Fiscal Spending Is Fueling The Everything Rally (Part 1/2) | Lyn Alden & Luke Gromen Blockworks Macro🎸 背景音乐 Moonlight - Red Dead Redemption 2 That's The Way It Is - Red Dead Redemption 2👫🏽 本期对谈人 & 发言人 Mike：本对话的主持人，负责引导整个讨论的方向和话题。 Lyn Alden：金融分析师，专注于宏观经济研究，对财政政策和货币政策有深入的见解。 Luke Gromen：经济学家，对货币政策、财政政策以及金融市场有独到的分析和理解。📝 目录 美国十年期实际利率与黄金价格的关系 地缘政治形势对美国国债安全性的影响 财政主导的概念及其对货币政策的影响 黄金作为储备资产和金砖货币的角色 美国财政赤字与黄金价格的关系 国债市场的功能失调与联邦储备的介入 稳定币和第二层解决方案在金融系统中的作用 财政主导转变对美元和金融市场的潜在影响💁🏻 本期（不完全）提及人物 & 事物 Dan Tapiero：金融分析师，其推特分享的图表引发了对话中对黄金和实际利率关系的讨论。 耶伦（Janet Yellen）：美国财政部长，对话中提到她在财政政策方面的决策和行动。 鲍威尔（Jerome Powell）：美国联邦储备系统主席，对话中提及其紧缩政策对市场的影响。 金砖国家：指巴西、俄罗斯、印度、中国和南非，这些国家在对话中被提及是因为它们对黄金的储备行为。 Kinto：提供用户自主控制的KYC和本地账户抽象化技术，旨在支持金融系统的第二层解决方案。✂️ 实际利率：指经过通货膨胀调整后的利率，反映了借款人实际支付的利息成本。 财政主导：一种经济现象，指财政政策对经济的影响超过了货币政策，导致货币政策的独立性降低。 量化紧缩：中央银行通过出售资产来减少市场上的流动性，以控制货币供应量和抑制通货膨胀。 稳定币：一种加密货币，其价值与某种外部参考资产（如美元）挂钩，以保持价值稳定。 第二层解决方案：指在区块链技术之上构建的系统或协议，旨在提高交易速度和降低成本。2024-04-1641 min
Swan Signal Live - A Bitcoin ShowBitcoin & Sticky Inflation with Luke Gromen | EP 150Sam sits down with Luke Gromen to discuss current dollar dynamics, potential drivers of persistent inflation, and the bullish case for Bitcoin and gold.Connect with Sam: https://twitter.com/samcallahConnect with Luke: https://twitter.com/LukeGromen00:00:00 “Swan Signal Live” Intro00:00:32 “Marathon” ad read00:00:58 “Pacific Bitcoin” ad read00:01:17 Introducing Luke Gromen00:01:52 How the Macro-Economic Landscape has Changed Over the Past 2 Years00:03:36 “The Great Power War”00:12:50 Infrastructure in China vs America00:16:13 Why a “Strong-Dollar” is Harmful to the Economy00:23:00 Why the Federal Reserve is Signaling Rate-Cuts Already, and What Do...2024-04-0459 minMacro VoicesMacroVoices #421 Luke Gromen: More Dollar Liquidity To Come…MacroVoices Erik Townsend & Patrick Ceresna welcome back Forest for the Trees founder, Luke Gromen. Erik and Luke discuss the dollar, where it’s headed both short and long term, precious metals, bitcoin and more. https://bit.ly/3PES8np
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🔴 Subscribe to Erik...2024-03-2857 minCoin StoriesLuke Gromen: Whether the Fed Cuts or Hikes, Bitcoin is Going HigherIn this episode of the Coin Stories podcast with guest Luke Gromen, powered by Bitdeer Technologies Group (NASDAQ: BTDR), we discuss: Massive fiscal deficits keeping sovereign debt bubble afloat Treasury Secretary Janet Yellen's controlled, meticulous weakening of the dollar Bank of Japan increasing interest rates and global implications 10% CPI...and UBI?? Will U.S. be forced to cut entitlements and defense? Why Luke is so bullish on Bitcoin over the next 12 months The truth about the U.S. vs. China ---- Bio: Luke Gromen is a macroeconomist and founder and president of Forest for the...2024-03-2055 min
We Study Billionaires - The Investor’s Podcast NetworkBTC172: Macro Outlook Q1 2024 w/ Luke Gromen (Bitcoin Podcast)In this episode, Luke Gromen navigates through Berkshire's $167.6B cash, his 2023 market optimism, US liquidity measures, and escalating real estate loan concerns. He discusses inflation's return, unemployment trends, interest rates, and Bitcoin's impact on energy. The dialogue also touches on the Fed's control illusion, CEO stock sales, Bitcoin's fiscal role, auction failures, QE's return, and treasury yield trends, providing a rich macroeconomic overview amidst evolving market dynamics.IN THIS EPISODE YOU’LL LEARN:00:00 - Intro01:05 - How Berkshire Hathaway's substantial cash reserve positions it in the current economic landscape....2024-03-061h 11RiskReversal PodThese Aren’t the Shorts You Are Looking for with Luke Gromen of FFTTOn this episode of “On The Tape,” Guy Adami, Dan Nathan and Danny Moses discuss the broken market structure, opportunities in the market, China and more!Later, Danny and Guy sit down with Luke Gromen, founder of Forest from the Trees, for his macro view and bullish stock market outlook.Topics:
David Einhorn: The Markets Are Fundamentally Broken
ARM Rallies 60% on Earnings
Dividend Stocks
Huge Stock Moves (‘Sell Nvidia’)
China’s Deflationary Spiral
Why Americans Are So Down on a Strong Economy
Commercial Real Estate
Complacency
Sports Betting Stocks & Super...2024-02-091h 09The Julia La Roche Show#134 Luke Gromen: A Hard Landing Isn't Going To Come In Stocks. It Will Come In TreasuriesLuke Gromen, founder of FFTT, joins The Julia La Roche Show to discuss the macro picture and the sovereign debt bubble that’s bursting in the U.S.
In this episode, Gromen makes a case that he thinks this is the year where the consensus realizes the Federal Reserve as a “shadow third mandate,” which is the Treasury market functioning. He explains the concept of fiscal dominance and its implications for the economy, including higher inflation and a weaker dollar.
Gromen predicts that there will not be a recession in 2024 due to the Fed's focus on main...2024-01-1142 min
My Worst Investment Ever PodcastLuke Gromen – Start Small, Then Grow as You LearnBIO: Luke Gromen has 25 years of experience in equity research, equity research sales, and as a macro/thematic analyst.STORY: Luke put a large position in a private equity investment because it had a great founder who had previously created and sold some tech companies. Additionally, one of Luke’s dearest friends went to work there. However, he didn’t realize that the company was overvalued, so when the founder couldn’t raise funding, the company collapsed, and Luke lost all his money.LEARNING: Position sizing is crucial. Don’t get too excited and emotionally invested...2023-11-2251 min
The Bitcoin Standard Podcast194. The Debt Bubble with Luke GromenJoin Luke Gromen and Saifedean in a conversation unpacking the theory of dedollarization. They delve into the implications of negative real rates, the gold market, the impact of oil on the global economy, and potential future actions by the Federal Reserve.References: Luke's Twitter - https://twitter.com/LukeGromen Luke's website, The Forest for The Trees - https://fftt-llc.com/ Enjoyed this episode? Join Saifedean's online learning platform to take part in weekly podcast seminars, access Saifedean’s four online economics courses, and read his writing, including his new book, Principles of Economics! Find...2023-11-071h 53
The Peter McCormack ShowBitcoin vs the Infinite Money Printer with Luke Gromen - WBD732Luke Gromen is the Founder and President of Forest for the Trees (FFTT). In this interview, we discuss the state of the economy, government borrowing and the bond market. We explore the implications of increased US government borrowing and spending on debt and taxes. We also talk about cycles of quantitative easing, a comparison of the economies of Argentina and the US, the impacts of inflation on different groups and investment strategies during a recession. - - - - Luke Gromen has been praised by former clients and colleagues as having a "unique ability to...2023-11-061h 08
The Great Simplification with Nate HagensLuke Gromen: "Peak Cheap Oil and the Global Reserve Currency”On this episode, financial analyst Luke Gromen joins Nate to discuss how the availability of cheap energy has underpinned our current financial architecture and expectations - and what peak cheap oil implies for the future. A central part of this story is the rise of the US dollar as a global reserve currency tightly linked with the ability to purchase oil - subsequently leading to the US becoming a major exporter of debt. How have countries with economies based on natural resources and manufacturing differed in their response to geopolitical uncertainty in comparison to those who are based around...2023-10-041h 31The Great Simplification with Nate HagensLuke Gromen: "Peak Cheap Oil and the Global Reserve Currency”On this episode, financial analyst Luke Gromen joins Nate to discuss how the availability of cheap energy has underpinned our current financial architecture and expectations - and what peak cheap oil implies for the future. A central part of this story is the rise of the US dollar as a global reserve currency tightly linked with the ability to purchase oil - subsequently leading to the US becoming a major exporter of debt. How have countries with economies based on natural resources and manufacturing differed in their response to geopolitical uncertainty in comparison to those who are based around...2023-10-041h 31
Forward GuidanceLuke Gromen: Panic In The Bond Market Will Continue Unless Oil Or Dollar RelentLuke Gromen, founder of Forest For The Trees, returns to Forward Guidance to share his views on the steep sell-off in the long-end of the U.S. Treasury market. Filmed on September 25, 2023.Follow Luke Gromen on Twitter https://twitter.com/LukeGromenFollow Jack Farley on Twitter https://twitter.com/JackFarley96Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidanceFollow Blockworks on Twitter https://twitter.com/Blockworks_-- Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your...2023-09-281h 16
Wealthion - Be Financially ResilientRecession Is Inevitable. So Own These Assets | Luke GromenMacro analyst Luke Gromen returns for Part 2 of our interview with him on the unfolding sovereign debt crisis & the likelihood of recession, which he sees as "inevitable" -- largely due to higher oil prices and the collapsing commercial real estate market.
Luke also shares his outlook on which assets to consider holding in such an environment, as well as which ones to steer clear of.
Follow Luke at his website https://fftt-llc.com/
************************
At Wealthion, we show you how to protect and build your wealth by learning from the world’s to...2023-08-3036 min
We Study Billionaires - The Investor’s Podcast NetworkBTC136: The FED Pause & Q2 Current Events w/ Luke Gromen (Bitcoin Podcast)Preston Pysh and Luke Gromen talks about the current events unfolding around the Fed’s current rate hike pause, whether this is it or will they keep on tightening in future meetings. They talk about the energy market, its impact on treasury yields, the Bitcoin shift that’s currently taking place, and more.IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro01:26 - The FED recently paused with their efforts to raise interest rates - what's happening?04:08 - Everyone's talking about the TGA needing refilled, what's actually happening?15:1...2023-06-281h 08
Supply ShockU.S Dollar & Energy's Role In The "Debt Death Spiral" End Game | Luke GromenOn today's episode of On The Margin, Luke Gromen Founder & President of Forest for the Trees (FFTT) joins the show for a discussion on the end game for the Fed.After highlighting many of the structural shifts underpinning the current monetary system over the past few years, Luke lays out his thesis on the intersection between peak cheap energy and the U.S dollar system. Luke goes on to walk through how the Fed will be forced to manage these dynamics with inflation above trend and record high debt to GDP levels. To hear...2023-05-2450 min
Always Be Building#184: Peak Cheap Energy - Luke GromenThis episode we have returning guest Luke Gromen, the founder of Forest for the Trees. Luke is one of my favorite macro analysts and I follow his work very closely. This episode we talk about the current macro environment and what Luke is paying attention to in these volatile times. Luke talks about the problems we are facing with “Peak Cheap Energy” and how this trend will have a ripple effect across different countries and their battle against inflation.Luke gives his nuanced take on the de-dollarization phenomenon we are seeing unfold over the last few y...2023-05-221h 01Coin StoriesLuke Gromen & Preston Pysh: Macro + Bitcoin Outlook for 2023 - "Mild Recession Not an Option"Preston Pysh is a co-founder of The Investor's Podcast Network and host of Bitcoin Fundamentals. Preston is globally ranked on Amazon as a top 100 business author, and writes about international finance and central banking as a contributor on Forbes. He is the founder of the Pylon Holding Company and a graduate of West Point and Johns Hopkins University. He was an AH-64D attack helicopter pilot and Company Commander with the 101st Airborne during Operation Enduring Freedom and was awarded the Bronze Star Medal. Follow Preston on Twitter https://twitter.com/PrestonPysh Luke Gromen is a...2023-02-131h 36
Stephan Livera PodcastSLP453 Luke Gromen - Soft Landing or Hard Landing?Luke Gromen of Forest For The Trees rejoins me on the show to talk about his macro views:
Soft landing vs hard landing
Government debt levels
US Interest rates and “chicken-pivot”
Commodities and dedollarisation
Outlook for Bitcoin
Links:
Twitter: @LukeGromen
Site: https://fftt-llc.com/
Prior episode: SLP247 Luke Gromen – Does Bitcoin Recreate The Hunger Games?
Sponsors:
Swan Bitcoin
Mempool.space
Unchained Capital (code LIVERA)
CoinKite.com(code LIVERA)
Buildonl2.com
Stephan Livera links:
Follow me on Twitter @stephanlivera
Subscribe to the podcast
Patreon @stephanlivera
2023-01-2651 min
Outliers with Daniel Scrivner: Explore the Greatest Innovators, Founders, and InvestorsAll-Time Top 10 Guests – #1 Luke Gromen (The Forest for the Trees: On Inflation, Retail Investors, Precious Metals, and Bitcoin)We explore inflation, retail investors, precious metals, and Bitcoin. We’re joined by Luke Gromen, Founder of The Forest for the Trees. We cover Luke’s perspectives on inflation, investing in alternative assets, and interpreting investment data.
“My sense of where we are is... we're basically in the first bursting global sovereign debt bubble in 100 years.” – Luke Gromen
EPISODE GUIDE (LINKS, QUOTES, NOTES, AND BOOKS MENTIONED)
https://www.danielscrivner.com/notes/perspectives-data-analysis-inflation-fftt-luke-gromen-ig-show-notes
FULL TEXT TRANSCRIPT
https://www.danielscrivner.com/notes/perspectives-data-analysis-inflation-fftt-luke-gromen-ig-transcript
CHAPTERS
This episode is our definitive guide to inflation, retail investors, precious metals, and Bitcoin. In it we cover:
00:00:00 – Introduction
...2022-12-301h 02
Outliers with Daniel Scrivner: Explore the Greatest Innovators, Founders, and InvestorsAll-Time Top 10 Guests – #1 Luke Gromen (My Favorite Books, Tools, Habits, and More)We deconstruct Luke Gromen's peak performance playbook—from his favorite book to the tiny habit that's had the biggest impact on his life. Luke Gromen is the CEO and Founder of The Forest for the Trees. We cover cognitive dissonance in today’s economy and the benefits of early morning writing.
“The ability to make the data useful, to interpret the data, to make music out of the data, if you will, I think you're seeing that dynamic across a lot of different sectors and in the economy.” – Luke Gromen
EPISODE GUIDE (LINKS, QUOTES, NOTES, AND BOOKS MENTIONED)
https://www.danielscri...2022-12-3021 min
20 Minute Playbook: Tactics, Routines, and Habits of World-Class PerformersAll-Time Top Guests – Luke Gromen (My Favorite Books, Tools, Habits, and More)We deconstruct Luke Gromen's peak performance playbook—from his favorite book to the tiny habit that's had the biggest impact on his life. Luke Gromen is the CEO and Founder of The Forest for the Trees. We cover cognitive dissonance in today’s economy and the benefits of early morning writing.“The ability to make the data useful, to interpret the data, to make music out of the data, if you will, I think you're seeing that dynamic across a lot of different sectors and in the economy.” – Luke GromenEPISODE GUIDE (LINKS, QUOTES, NOTES, AND BOOKS...2022-12-3022 min
How They Invest: Tactics and Tools of the World's Best InvestorsAll-Time Top Guests – Luke Gromen (The Forest for the Trees: On Inflation, Retail Investors, Precious Metals, and Bitcoin)We explore inflation, retail investors, precious metals, and Bitcoin. We’re joined by Luke Gromen, Founder of The Forest for the Trees. We cover Luke’s perspectives on inflation, investing in alternative assets, and interpreting investment data.
“My sense of where we are is... we're basically in the first bursting global sovereign debt bubble in 100 years.” – Luke Gromen
EPISODE GUIDE (LINKS, QUOTES, NOTES, AND BOOKS MENTIONED)
https://www.danielscrivner.com/notes/perspectives-data-analysis-inflation-fftt-luke-gromen-ig-show-notes
FULL TEXT TRANSCRIPT
https://www.danielscrivner.com/notes/perspectives-data-analysis-inflation-fftt-luke-gromen-ig-transcript
CHAPTERS
This episode is our definitive guide to inflation, retail investors, precious metals, and Bitcoin. In it we cover:
00:00:00 – Introduction
...2022-12-301h 02
We Study Billionaires - The Investor’s Podcast NetworkBTC101: 4th Quarter Macro Overview w/ Luke Gromen (Bitcoin Podcast)IN THIS EPISODE, YOU’LL LEARN:
01:22 - What is happening between the United States and China with chip manufacturing?
04:55 - Is the FED being weaponized against Russia and China?
23:11 - What should people expect in the energy sector moving forward?
29:54 - Zoltan Pozsar's quote about commodity-backed money.
31:36 - Who's actually buying UST right now?
35:18 - What triggers the next big FED Pivot?
47:24 - What happens in US Real Estate with 30 year loans currently at 7.22% fixed.
48:25 - Luke's thoughts on the 3 month and 10 year treasury being at parity.
01:03:34 - What's currently happening the Japanese treasury market?
...2022-10-261h 23Coin StoriesLuke Gromen: Fed Dilemma & Bitcoin as a Neutral Reserve AssetLuke Gromen is a macroeconomist and founder and president of Forest for the Trees, a research firm he started in 2014 specializing in global macroeconomic, thematic and sector trends. Luke holds a BBA in Finance and Accounting from the University of Cincinnati and received his MBA from Case Western Reserve University. He earned the CFA designation in 2003. Follow Luke on Twitter: https://twitter.com/LukeGromen Learn more about his company: https://fftt-llc.com Coin Stories is powered by Swan Bitcoin. Swan is the best way to build your Bitcoin stack, with automated Bitcoin savings plans and in...2022-09-141h 27Supply ShockLuke Gromen: U.S Dollar's Role In The Global Energy CrisisOn today's episode of "On the Margin", Luke Gromen Founder & President of Forest for the Trees (FFTT) joins the show for a discussion on the U.S Dollar's role in the global economy.After spending the past number of years outlining his thesis and the importance energy plays in being the global reserve currency issuer, now was the perfect time to get Luke back on the show to break down some of the tectonic geopolitical changes that have occurred throughout 2022. From energy shortages in Europe to Russian FX sanctions an...2022-08-241h 05
Outliers with Daniel Scrivner: Explore the Greatest Innovators, Founders, and InvestorsReplay: #78 The Forest for the Trees: On Inflation, Retail Investors, Precious Metals, and Bitcoin | Luke Gromen, FounderIn Episode #78, we explore inflation, retail investors, precious metals, and Bitcoin. We’re joined by Luke Gromen, Founder of The Forest for the Trees. We cover Luke’s perspectives on inflation, investing in alternative assets, and interpreting investment data.
“My sense of where we are is... we're basically in the first bursting global sovereign debt bubble in 100 years.” – Luke Gromen
EPISODE GUIDE (LINKS, QUOTES, NOTES, AND BOOKS MENTIONED)
https://www.danielscrivner.com/notes/perspectives-data-analysis-inflation-fftt-luke-gromen-ig-show-notes
FULL TEXT TRANSCRIPT
https://www.danielscrivner.com/notes/perspectives-data-analysis-inflation-fftt-luke-gromen-ig-transcript
CHAPTERS
This episode is our definitive guide to inflation, retail investors, precious metals, and Bitcoin. In it we cover:
...2022-07-271h 02
TFTC: A Bitcoin Podcast#344: The dollar is strong and the economy is weak with Luke GromenJoin Marty as he sits down with Luke Gromen to discuss the state of the world.
Follow Luke on Twitter
Learn more about Luke on FFTT
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TFTC Merch is Available:
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Join the TFTC Movement:
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...2022-07-191h 11
Bankless128 - Scariest Macro Setup In 20+ Years | Luke Gromen✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode: https://shows.banklesshq.com/p/128-luke-gromen-debrief Luke Gromen is a macro analyst and founder of Forest for the Trees, a research company which helps investors find the signal. Luke is another one of our big macro brained guests in the same vein as Lyn Alden, Raoul Pal, and Jim Bianco. On this episode, Luke unpacks how macro got this bad, what the end game looks like, why this is the scariest macro setup Luke has seen in 20+ years, and how to prepare. The fog of wh...2022-07-181h 27
Bankless128 - Scariest Macro Setup In 20+ Years | Luke Gromen✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode: https://shows.banklesshq.com/p/128-luke-gromen-debrief Luke Gromen is a macro analyst and founder of Forest for the Trees, a research company which helps investors find the signal. Luke is another one of our big macro brained guests in the same vein as Lyn Alden, Raoul Pal, and Jim Bianco. On this episode, Luke unpacks how macro got this bad, what the end game looks like, why this is the scariest macro setup Luke has seen in 20+ years, and how to prepare. The fog of wh...2022-07-181h 27
Was Bitcoin bringt - mit Niko JilchMonetary warfare: "A very, very dangerous game" - Luke Gromen on Oil, Gold & Bitcoin vs Dollar, Euro (English)Buckle up, this week we're doing the big tour. Luke Gromen, one of the most interesting voices in the financial markets today, joins me for a talk on the history, present and future of our monetary system. His message is quite dramatic: Luke asks, if the freezing of Russias currency reserves may already have ushered in the next economic world order. One that is again based on "real stuff" like gold and commodities. Luke and I also talk US strategy and how the Pentagon has been growing uneasy about the Dollar-based monetary system for more than a d...2022-04-261h 28
Mark MossHow To Navigate The New World Monetary Order | Luke Gromen🔥 JOIN ME LIVE - with 15 other Experts to Build, Grow and Protect Your Wealth and Join The Revolution… go.1markmoss.com/2022-dallas 🔥
We are witnessing a war between central banks.
Today, Luke Gromen, from Forest For the Trees and I have an in depth conversation focused on how technology is the driver that moves things and how the world we are moving into is not the one we are leaving behind.
Other topics we discuss are,
🔥 Key dates in monetary history
🔥 The Warring Factions
🔥 How the Market moves forward from here
and so much more.
0:00 Intro
1:30 Meet Luke Gromen in Dallas
2:13 Luke...2022-04-2158 min
TFTC: A Bitcoin Podcast#312: The popping of the 100 year sovereign debt bubble with Luke GromenJoin Marty as he sits down with Luke Gromen to discuss the global sovereign debt bubble that has been building for a century and why it may be beginning to pop.
Follow Luke Gromen on Twitter
Read more from Luke at: FFTT, LLC
Shoutout to our sponsors:
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Bitcoin 2022 - use the code TFTC for 10% off
Fountain Podcasts2022-03-141h 19Forward GuidanceFed Faces "Debt Death Spiral" While Inflation Soars | Luke Gromen & Jim BiancoIn today's episode of Forward Guidance, Jack Farley is joined by Jim Bianco of Bianco Research and Luke Gromen, Founder of FFTT to discuss the situation the Fed finds itself in the face of the highest inflation in 40 years. With a debt to GDP over 100%, is the Fed trapped and inflation the only way out? Luke discusses the post 1971 Nixon shock's effect on the Dollar and walks us through the series of events which led to the Fed now being faced with, a "debt death spiral".Jim explains how i...2022-03-131h 12
The Grant Williams PodcastThe Grant Williams Podcast: Luke Gromen - FULL EPISODEMy guest in the latest episode of The Grant Williams Podcast is my good friend, Luke Gromen, publisher of Forest For The Trees.
With events in Ukraine happening at breakneck speed, the moves by Western nations to isolate Russia through a series of escalating sanctions have revealed weaknesses in the global financial system that bring into sharp focus a set of dominos Luke has been lining up for a number of years.
The dollar's place at the heart of the financial system is now under serious threat after the sanctions placed on Russia's central bank...2022-03-121h 20
Fed Watch - Bitcoin and MacroLuke Gromen on Tectonic Shifts in the Financial System and Oil - FED 85In this episode of Bitcoin Magazine’s Fed Watch podcast, CK and I welcome a special guest, Luke Gromen. Luke is founder and President of Forest for the Trees (FFTT) LLC, where he provides clients with macro insights and investible analysis of the global financial system. In this wide ranging conversation we dive deeply into Russia, gold, oil, the shadow banking system, bonds, you name it, we probably talked about it on the episode. Fed Watch is a podcast for people interested in central bank current events and how Bitcoin will integrate or replace aspects of the ag...2022-03-0956 min
The Perch Pod with Jacob ShapiroThe Fiscal Doom Loop w/ Luke GromenThis week's guest, Luke Gromen, brings a unique macro perspective to the table via a conversation laden with gold, crypto, China, the Russian invasion of Ukraine, and Luke's intriguing theory on the United State's "fiscal doom loop." Download the transcript here.Luke’s website is here --> https://fftt-llc.com/about/Questions? Comments? Reach out at: info@perchperspectives.comSubscribe to the Perch Perspectives Newsletter here.Socials:Twitter: @PerchSpectivesLinkedIn: Perch PerspectivesWebsite: https://perchperspectives.com/2022-03-0759 min
We Study Billionaires - The Investor’s Podcast NetworkBTC067: Russia Ukraine War & Global Macro Impacts w/ Luke Gromen (Bitcoin Podcast)IN THIS EPISODE, YOU’LL LEARN:
02:07 - Luke's overview of the Macro Landscape since the Russian invasion of Ukraine.
02:07 - Energy to the EU.
02:07 - China's involvement.
12:10 - Zelenskyy's unexpected response and defensive posturing.
20:33 - Crops and fertilizer impacts.
26:47 - Belarus' involvement in the war.
26:47 - Turkey blocking the entry into the Black Sea.
34:09 - Canada weaponizing their banks.
34:52 - Weaponizing Swift.
34:52 - The Ruble crashing.
44:57 - Russia Minister working on a digital single world currency.
46:01 - India's energy demands.
48:46 - Gold's potential involvement.
53:55 - Bitcoin's potential involvement.
01:07:59 - Targeting high-net-worth Russian citizens.
*Disclaimer: Sl...2022-03-021h 15
Wealthion - Be Financially ResilientLuke Gromen: China Locking Up Key Global Resources By Exploiting US Dollar SystemGeopolitical risk has been relatively subdued as an investment theme over the past decade. But it’s now moving quickly to the forefront, as today’s headlines about Ukraine, Russia and NATO make clear.
There’s another, much more quiet and poorly understood threat that I want to bring to your attention today.
It was raised by macro analyst Luke Gromen at last month’s Wealthion conference, where he explained that China is exploiting the US dollar system to lock up a growing number of key global resources.
In Gromen’s words “China is conducting an LBO of the world using the Eu...2022-02-2212 min
Outliers with Daniel Scrivner: Explore the Greatest Innovators, Founders, and Investors#81 Luke Gromen, Author of The Forest for the Trees: My Favorite Books, Tools, Habits, and More | 20 Minute PlaybookIn Episode #81, we deconstruct Luke Gromen's peak performance playbook—from his favorite book to the tiny habit that's had the biggest impact on his life. Luke Gromen is the CEO and Founder of The Forest for the Trees. We cover cognitive dissonance in today’s economy and the benefits of early morning writing.
“The ability to make the data useful, to interpret the data, to make music out of the data, if you will, I think you're seeing that dynamic across a lot of different sectors and in the economy.” – Luke Gromen
EPISODE GUIDE (LINKS, QUOTES, NOTES, AND BOOKS MENTIONED)
https://ww...2022-01-2821 min
20 Minute Playbook: Tactics, Routines, and Habits of World-Class PerformersLuke Gromen of The Forest for the Trees: My Favorite Books, Tools, Habits, and More | 20 Minute PlaybookIn this episode, we deconstruct Luke Gromen's peak performance playbook—from his favorite book to the tiny habit that's had the biggest impact on his life. Luke Gromen is the CEO and Founder of The Forest for the Trees. We cover cognitive dissonance in today’s economy and the benefits of early morning writing.“The ability to make the data useful, to interpret the data, to make music out of the data, if you will, I think you're seeing that dynamic across a lot of different sectors and in the economy.” – Luke GromenEPISODE GUIDE (LINKS, QUO...2022-01-2822 min
Outliers with Daniel Scrivner: Explore the Greatest Innovators, Founders, and Investors#78 The Forest for the Trees: On Inflation, Retail Investors, Precious Metals, and Bitcoin | Luke Gromen, FounderIn Episode #78, we explore inflation, retail investors, precious metals, and Bitcoin. We’re joined by Luke Gromen, Founder of The Forest for the Trees. We cover Luke’s perspectives on inflation, investing in alternative assets, and interpreting investment data.
“My sense of where we are is... we're basically in the first bursting global sovereign debt bubble in 100 years.” – Luke Gromen
EPISODE GUIDE (LINKS, QUOTES, NOTES, AND BOOKS MENTIONED)
https://www.danielscrivner.com/notes/perspectives-data-analysis-inflation-fftt-luke-gromen-ig-show-notes
FULL TEXT TRANSCRIPT
https://www.danielscrivner.com/notes/perspectives-data-analysis-inflation-fftt-luke-gromen-ig-transcript
CHAPTERS
This episode is our definitive guide to inflation, retail investors, precious metals, and Bitcoin. In it we cover:
...2022-01-191h 02
How They Invest: Tactics and Tools of the World's Best InvestorsThe Forest for the Trees: On Inflation, Retail Investors, Precious Metals, and Bitcoin | Luke Gromen, FounderWe explore inflation, retail investors, precious metals, and Bitcoin. We’re joined by Luke Gromen, Founder of The Forest for the Trees. We cover Luke’s perspectives on inflation, investing in alternative assets, and interpreting investment data.
“My sense of where we are is... we're basically in the first bursting global sovereign debt bubble in 100 years.” – Luke Gromen
EPISODE GUIDE (LINKS, QUOTES, NOTES, AND BOOKS MENTIONED)
https://www.danielscrivner.com/notes/perspectives-data-analysis-inflation-fftt-luke-gromen-ig-show-notes
FULL TEXT TRANSCRIPT
https://www.danielscrivner.com/notes/perspectives-data-analysis-inflation-fftt-luke-gromen-ig-transcript
CHAPTERS
This episode is our definitive guide to inflation, retail investors, precious metals, and Bitcoin. In it we cover:
(00:00:00) – Introduction
...2022-01-191h 02
We Study Billionaires - The Investor’s Podcast NetworkBTC061: Global Macro Investing 1Q 2022 w/ Luke Gromen (Bitcoin Podcast) IN THIS EPISODE, YOU’LL LEARN:
01:25 - Luke's overview of the Macro landscape.
11:53 - Luke's thoughts on the dollar for the first half of 2022.
18:08 - China's shift in monetary policy.
18:08 - How Preston and Luke are estimating how high interest rates might go.
26:55 - How currency exchange rates can offset interest rates (or make them twice as bad).
31:51 - How China's water problem could turn into a major energy crisis.
39:40 - How the reverse REPO system works.
59:27 - What if the Saudis break the petrodollar system?
1:08:42 - Luke's thoughts on Bill Miller's large Bitcoin position.
...2022-01-191h 10Supply ShockThe end game for the Dollar: China vs the U.S. | Grant Williams and Luke GromenIn this episode of On The Margin Mike is joined by returning guests Grant Williams & Luke Gromen. We welcome back two financial market veterans for a special episode exploring the fracturing geopolitical landscape between the east and the west. Grant and Luke share their insight surrounding China's declaration of war on the U.S, how the current monetary system could collapse China's economy, the consequences of globalization, what the end game is for the dollar & how to prepare for the changing world order as two global superpowers collide. --Ledger:...2021-10-061h 03
Wealthion - Be Financially ResilientMarket Disruption and Economic Uncertainty Ahead: Luke Gromen On Stocks, Bonds, Gold and Bitcoin (PT2)Here in Part 2, research analyst Luke Gromen provides a breakdown of the asset classes he favors for the current market environment.
He also explains why he remains optimistic for the future prospects of both gold and Bitcoin.
Luke believes the US will chart a course inflation to deal with its ever-rising debt burden and building resource shortages. The path may well resemble that of Argentina's currency woes in recent decades.
As a result, Luke thinks investors will be served by inverting the conventional asset allocation model. Instead of being heavy in bonds and stocks, Luke recommends being lightest in those...2021-10-0155 min
George GammonLuke Gromen (Stagflation Time Bomb, Money Printing, Gold Manipulation, Afghanistan Macro Fallout)✅ Check out our affiliate link for Luke's research products! https://www.georgegammon.com/luke
✅ LYN ALDEN and I discuss portfolio that will HELP YOU profit from DOLLAR losing reserve currency status, click this link to check it out!! 🔥 https://www.georgegammon.com/portfolio
For more content that'll help you build wealth and thrive in a world of out of control central banks and big governments check out the videos below! 👇
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Do you wanna see another video as incredible as this?
Watch "Jeff Booth (Private Secto...2021-09-141h 06
We Study Billionaires - The Investor’s Podcast NetworkTIP367: The Current Macro Landscape w/ Luke GromenIn today’s episode, Trey Lockerbie sits down with a TIP fan favorite, Luke Gromen. Trey takes the opportunity to dig into Luke’s worldview and take on the macro landscape we’ve been witnessing over the last few months.IN THIS EPISODE, YOU'LL LEARN:
(02:03) What is incentivizing the Fed and policymakers to continue their QE efforts.
(39:55) Peak Cheap Oil and its effects on the burgeoning EV market and underlying commodities.
(50:07) How gold might be positioning itself as a new wealth reserve asset and much more.
*Disclaimer: Slight timestamp discrep...2021-08-0657 min
The Mark Moss ShowInflation, Money Printing, Gold and Bitcoin | Luke GromenI'm joined today with Luke Gromen, I had to bring him back onto the show. I bring builders and investors onto the show every week to help bring simplicity to economic jargon. We've seen The Fed pull their levers excessively over the last year and a half. Today me and Luke will uncover inflation, the unprecedented money printing, as well as gold, and Bitcoin. So stay tuned! 👇 Follow Luke Gromen👇 Twitter: https://twitter.com/LukeGromen?s=20 Website: https://fftt-llc.com/ 🔥 Join BlockFi today and get up to $250 🔥 https://go.1markmoss...2021-06-0655 min
Mark MossInflation, Money Printing, Gold and Bitcoin | Luke Gromen🔥 Are you an awakened Lion? Do you want to help Change the World? - I have a plan, a movement, and a HUGE GOAL to do just that - Learn More Here: https://decentralizedcollective.com/home48348780 🔥
I'm joined today with Luke Gromen, I had to bring him back onto the show. I bring builders and investors onto the show every week to help bring simplicity to economic jargon.
We've seen The Fed pull their levers excessively over the last year and a half. Today me and Luke will uncover inflation, the unprecedented money printing, as well as gold, and Bitcoin.
So sta...2021-05-2457 min
Real Vision PresentsBig Macro Picture with Luke Gromen, Lyn Alden and Travis KlingDirectly from Day 1 of Real Vision's Crypto Gathering, Lyn Alden, founder of Lyn Alden Investment Strategy, and Luke Gromen, president and founder of Forest for the Trees, are hosted by Travis Kling, founder of Ikigai Asset Management. This session sets up the entire event by covering the current macroeconomic situation and its relationship with crypto as well as what our guests think lies ahead for the space. Don't have tickets yet? They're still available at www.realvision.com/cryptogathering. Filmed on March 24, 2021.
Thanks for watching The Interview, the premier business and finance interview series in the world.
Subscribe to the...2021-05-1342 min
Real Vision PresentsWill the U.S. Leave the Value of the Dollar to "Market Forces"? -- Live with Luke GromenLuke Gromen, founder and president of FFTT, joins Real Vision managing editor Ed Harrison to discuss why he believes the strength or weakness of the dollar cannot be left to market forces. Gromen argues that, if left to market forces, the sheer size of the U.S. Government deficit would crowd out global dollar markets, sending the dollar skyrocketing with devastating consequences for global markets. Paired with recent rhetoric from Janet Yellen about not seeking a weak dollar has shaken Gromen's conviction in near-term dollar weakness and the subsequent knock-on effects. Gromen and Harrison will also discuss Gromen's views on...2021-05-031h 18
Real Vision: Finance & InvestingWill the U.S. Leave the Value of the Dollar to "Market Forces"? ( w/ Luke Gromen)Real Vision Live Replay: Luke Gromen, founder and president of FFTT, joins Real Vision managing editor Ed Harrison to discuss why he believes the strength or weakness of the dollar cannot be left to market forces. Gromen argues that, if left to market forces, the sheer size of the U.S. Government deficit would crowd out global dollar markets, sending the dollar skyrocketing with devastating consequences for global markets. Paired with recent rhetoric from Janet Yellen about not seeking a weak dollar has shaken Gromen's conviction in near-term dollar weakness and the subsequent knock-on effects. Gromen and Harrison will...2021-05-031h 20
The Mark Moss ShowCurrency Crisis, Debt Bubble, Central Bank Action, Inflation Crash, Gold, Bitcoin | Luke GromenHey everyone, I've got Luke Gromen on the show to help give better insight on a couple topics that we all love to hear, and possibly help change the future for many of you. We're going to uncover endless money printing, inflation, economic bottlenecks, deflation, deficits, and assets that could benefit everyone. As you know, I try my best to get people on here every week to help enlighten my crowd, and to unfold economic jargon into opportunities, so stay tuned! 🔥 Join BlockFi today and get up to $250 🔥 https://go.1markmoss.com/BlockFi 👇Follow Luke Gromen👇2021-02-231h 17Stephan Livera PodcastSLP247 Luke Gromen - Does Bitcoin Recreate The Hunger Games?Luke Gromen, founder of FFTT (Forest for the Trees) joins me to talk about his views on Bitcoin. We chat:
Bitcoin as store of value, medium of exchange bifurcated
Does Bitcoin recreate the Hunger Games?
Bitcoin as Smoke Alarm
US Govt debt
Why rates can’t rise?
Luke Gromen links:
Twitter: @LukeGromen
Site: FFT-LLC.com
Sponsors:
Swan Bitcoin
Knox Custody
Hodl Hodl
Unchained Capital (code LIVERA)
CypherSafe (code LIVERA)
Stephan Livera links:
Show notes and website
Follow me on twitter @stephanlivera
Subscribe to the podcast
Patreon @stephanlivera
2021-01-2955 min
Sprott Money NewsAsk The Expert - Luke Gromen - January 2021Luke Gromen is the founder of FFTT, LLC (“Forest for the Trees”) a macro/thematic research firm that aggregates a wide variety of macroeconomic, thematic, and sector trends in an unconventional manner to identify investable developing economic bottlenecks. Luke also provides strategic consulting services for corporate executives. A graduate of the University of Cincinnati, he received his MBA from Case Western Reserve University and earned the CFA designation in 2003. He is the author of The Mr. X Interviews: Volume 1: World Views from a Fictional US Sovereign Creditor and his 90,000 Twitter followers receive his insights daily at twitter.com/LukeGromen. Visi...2021-01-2828 min
We Study Billionaires - The Investor’s Podcast NetworkBTC008: Bitcoin & Macro Mastermind Discussion w/ Lyn Alden & Luke Gromen (Bitcoin Podcast)IN THIS EPISODE, YOU'LL LEARN:
About the current state of commercial Real Estate
The impact mid and small cap businesses are having on the real economy
Thoughts on UBi in 2021 versus more QE
Stable coins and using blockchains for bank clearing
Tether concerns
Lyn's thoughts on Ethereum
Signals for another liquidity crunch
S2F and a final cycle
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Lyn Alden's Investment Strategy company
Lyn Alden's twitter
Luke's books on...2021-01-131h 18
Mark MossCurrency Crisis, Debt Bubble, Central Bank Action, Inflation Crash, Gold, Bitcoin | Luke GromenRunaway Spending, Bottlenecks, Deficits, Endless Printing | Luke Gromen
Hey everyone, I've got Luke Gromen on the show to help give better insight on a couple topics that we all love to hear, and possibly help change the future for many of you. We're going to uncover endless money printing, inflation, economic bottlenecks, deflation, deficits, and assets that could benefit everyone.
As you know, I try my best to get people on here every week to help enlighten my crowd, and to unfold economic jargon into opportunities, so stay tuned!
___________________________________________________________________________________________
🔥 Join BlockFi today and get up to $250 🔥
https://go.1markmoss.com/BlockF...2020-12-251h 18
Real Vision PresentsThe Future of the Dollar and U.S. Hegemony (w/ Luke Gromen and Ed Harrison)In a world of dissenting views, contradictory ideas, and endless tergiversation both at the policy and market structure level, analysis takes on a life of its own. Increasingly, its rigor and intellectual depth must expand beyond traditional theories and thinking. In part, this is due to the unprecedented nature of the world we find ourselves in today, but more so, it is result of a looming tectonic shift in the macro, political and economic edifice that has been in place since World War II. That is, Bretton Woods and the subsequent decoupling from gold in the early 70s. Will this...2020-12-211h 20
Market Champions128|Death of the Dollar ft. Luke Gromen with Srivatsan PrakashLuke Gromen is the founder of FFTT LLC, and is known for his bearish views on the US Dollar and his bullish view on gold. He shares his thoughts on what the "Luke Gromen Moment" is, whether we're there and updates us on his thesis of the USD losing it's reserve currency status.2020-12-1350 min
The BreakdownENCORE: Luke Gromen on the History and (Declining) Future of the Global Dollar SystemOne of the most significant macroeconomic questions facing the world is what the future of the global reserve system, dominated for the last 80 years by the U.S. dollar, holds. Today’s episode is a replay of NLW’s epic conversation with macro analyst Luke Gromen from April 2020. In it, Luke discusses the entire history of that U.S. dollar system, including: Bretton Woods and why the world went on a USD-based system rather than John Maynard Keynes’ idea for a non-sovereign “bancor” world reserve currency The move to the petrodollar in the 1970s The financialization of commodit...2020-11-281h 14
We Study Billionaires - The Investor’s Podcast NetworkThe Great Reset w/ Luke Gromen (Business Podcast)Luke Gromen is the Founder of the macro-thematic research firm, The Forest for the Trees. He’s one of the leading experts on everything happening in the global economy today.IN THIS EPISODE, YOU’LL LEARN:
Why banks will be a smaller part of the S&P500 in the future.
How to invest in an unsafe macro environment.
Why we’re approaching a bursting sovereign global debt bubble.
Why a rising price of bitcoin could force up the price of gold.
·Ask The Investors: How do I buy and store bitcoin safely?
2020-11-221h 07Macro VoicesMacroVoices #235 Luke Gromen: U.S. Dollar Deep DiveMacroVoices Erik Townsend and PatrickCeresna welcome Luke Gromen to the show to discuss if the U.S. Dollar is having that "Luke Gromen Moment" he has predicted for years, the stock market, the U.S. fiscal situation, gold and much more.
Link: https://bit.ly/3jMGHr4
2020-09-031h 37
We Study Billionaires - The Investor’s Podcast NetworkMacro Mastermind w/ Lyn Alden, Luke Gromen, & Jeff Booth (Business Podcast)Lyn Alden, Luke Gromen, and Jeff Booth are some of the best economic thinkers in the world right now. For the 3Q of 2020 macro mastermind discussion, they discuss what’s happening in the world right now.IN THIS EPISODE, YOU’LL LEARN:
Whether we will see a return of the liquidity crisis in the USD.
Whether we have another currency that can replace the USD as the global reserve currency.
Whether the world will continue to exponentially expand the global aggregated monetary baseline.
Why some companies are putting bitcoin on their balance sheet.
Ask...2020-08-231h 36
Real Vision: Finance & InvestingThe Interview - The Dawn of Chaos w/ Hugh Hendry and Luke GromenThe global economy had been running higher for over a decade, and the coronavirus has been a major speed bump. But what happens when central banks have replaced the airbag with a dagger? This is the very question that Hugh Hendry, founder and former CIO of Eclectica Asset Management, explores alongside Luke Gromen, president and founder of Forrest for the Trees. Hendry and Gromen explore the fate of the U.S. dollar through the lens of Charles Kindleberger's theory about "monetary hegemony."They analyze the various interest rates and current accounts of different countries and break down how these...2020-08-161h 11
George GammonLuke Gromen (Negative Rate Armageddon, Gold 20k Per Ounce, Long Vol, War With China)Luke Gromen 👉 SHARES INCREDIBLE INSIGHTS 👈 on current macro environment, future of the dollar, bitcoin, gold, will the US go to war with China? And how would Luke build a "Dragon Portfolio!" If you're interested in the future of the economy this is a MUST SEE EPISODE!
✅ Check out our affiliate link for Lukes research products! https://www.georgegammon.com/luke
For more content that'll help you build wealth and thrive in a world of out of control central banks and big governments check out the videos below!
🔴 Subscribe for more free YouTube tips: https://www.youtube.com/channel/UCpvyOqtEc86X8w8_Se0t4-w
...2020-07-071h 02
We Study Billionaires - The Investor’s Podcast NetworkTIP301: Grant Williams & Luke Gromen Talk Global Macro Economics (Business Podcast)Preston Pysh and Stig Broderson talk to Grant Williams, the co-founder of Real Vision TV and the popular website, Things That Make You Go Hmmm, and Luke Gromen, the founder of the research firm, Forest for the Trees. IN THIS EPISODE YOU’LL LEARN:
How can the US continue printing dollars without the dollar significantly weakening?
Which role the treasury market has in the geopolitical situation between the US and China?
Whether the US could end up like the Weimar Republic or Venezuela.
Why is gold not going higher despite the excessive money prin...2020-06-141h 18
George GammonLuke Gromen (Macro Expert/FinTwit All Star!) Rebel Capitalist Show Ep. 40!Luke Gromen is BACK to reveal 👉 INSIDER SECRETS YOU NEED! 👈 Today, Luke Gromen and I take a deep dive into his outlook for the future of money printing, the Fed, inflation, markets, gold, bitcoin AND the dollar. Luke Gromen is one of the sharpest minds in the business and has extensive knowledge of the world macro picture. It's always a treat to hear Luke Gromen's thoughts on current market condition and what he sees happening in the future. If you're interested in the future of the economy this is a MUST WATCH video! On this episode of the Rebel Capitalist Show...2020-04-241h 11
We Study Billionaires - The Investor’s Podcast NetworkTIP279: Stock Market Melt-up w/ Luke Gromen (Business Podcast)On today's show, we talk to macro expert, Luke Gromen, about the stock market melt-up.IN THIS EPISODE, YOU'LL LEARN:
How the FED will react to a sell-off in the stock market.
How much countries’ balance sheets can grow.
Why the FED is committed to financing US deficits.
Why inflation is a misunderstood concept.
If there is a risk for the US to go into hyperinflation.
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other com...2020-01-261h 00
George GammonLuke Gromen (MACRO EXPERT): The Rebel Capitalist Show Ep. 010!Luke Gromen reveals 👉 EVERYTHING YOU NEED TO KNOW ABOUT THE DOLLAR END GAME👈 On this episode of the Rebel Capitalist Show!! The show that helps YOU learn more about Macro, Investing, Entrepreneurship AND Personal Freedom. Today, Luke Gromen and I take a deep dive into his outlook for the future of money printing, the Fed, inflation, markets, gold, bitcoin AND the dollar. If you're interested in the future of the economy this is a MUST WATCH video!
For more information on Luke Gromen check out his website fftt-llc.com
Luke Gromen's YouTube channel Luke Gromen - FFTT,LLC
Luke Gromen's Twitte...2020-01-251h 00
George GammonLuke Gromen: Discover Why Fed Money Printing Is Set To EXPLODE! (Must See)Luke Gromen, macro expert, reveals shocking insights 👉YOU NEED TO PREPARE FOR DOLLAR COLLAPSE! 👈Luke Gromen is one of the experts that think the dollar will go straight down from here. I explain his theory in three simple fast steps! Luke Gromen sees the Fed printing as much money as it takes to avoid interest rates rising which could bring on an economic collapse as well as massive inflation. If Luke Gromen right? Or are guys like Brent Johnson right when they the Fed can't stop the inevitable? One thing is for sure Luke Gromen agrees with all the pros that t...2020-01-2516 min
The Delphi PodcastLuke Gromen and Kevin Kelly: King Dollar and Macro ChaosHost Tom Shaughnessy of Delphi Digital is joined by Luke Gromen, the Founder of the unique macroeconomic research firm Forest for the Trees (FFTT) and Kevin Kelly, a co-founder of Delphi Digital.
On this episode we have an all encompassing episode covering the current macro landscape, the global sovereign debt bubble, the state of fiscal & monetary policy and its impact on the U.S. dollar, plus what this all means for Bitcoin.
To help support the show, please hit the subscribe button on iTunes so we can keep bringing you episodes like these!
Follow Tom...2019-10-281h 18
We Study Billionaires - The Investor’s Podcast NetworkTIP251: Macro Themes - Summer 2019 w/ Luke Gromen (Business Podcast)On today's show, we talk to macro investing expert, Luke Gromen, about the current market conditions.IN THIS EPISODE YOU’LL LEARN:
Why we’re not a typical credit cycle.
The bull and bear case of commodities
Why the bond market should have higher yields than it has today
Which big tech stock to invest in and why
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Luke Gromen’s website, The Forrest for the...2019-07-1444 min