Luke Gromen: A U.S. Recession Remains Highly Unlikely

Palisades Gold Radio, Released on 9/24/24

0:00 – Introduction
0:46 – Feds 50-Basis Point Cut
2:47 – 4-Destabilizing Things
5:26 – Discounting Recession?
10:15 – US Debt Buyers
17:04 – Yellen & Stealth QE?
19:47 – Yield Curve & Signals
21:33 – Refinancing The Debt
23:52 – Debt Oscillations
25:52 – Math Doesn’t Care
29:50 – Political Decisions
34:40 – Noise & Whales
41:14 – Equity Bear Scenarios
46:55 – Sovereign ‘Debt’ Fund
50:40 – Grow Out of Debt?
55:57 – Possible Solutions?
59:05 – China & Dollar
1:01:10 – BRICS & US Strategy
1:07:18 – Gold/Oil Proxy
1:11:30 – Carry Trade Unwind
1:13:52 – Wrap Up

Luke Gromen is a graduate of the University of Cincinnati and received his MBA from Case Western Reserve University. He earned the CFA designation in 2003. Luke provides strategic consulting services for corporate executives and is the founder of The Forest For The Trees, LLC, a macro/thematic research firm catering to institutions and individuals.

Subscribe
Notify of
guest

1 Comment
Oldest
Newest
Inline Feedbacks
View all comments
Igby MacDavitt

I thoroughly enjoyed the analysis, and general discussion.