Futures Edge Podcast: Finance Unfiltered, Released on 3/5/25

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 yield curve control, the influence of oil prices on economic stability, and how tariffs could reshape global capital flows. With a focus on historical economic patterns and the evolving geopolitical landscape, Gromen examines whether the U.S. is poised for a major financial shift and what that could mean for investors. Is a revaluation of gold on the horizon? And how should traders position themselves in a world where Main Street struggles while Wall Street thrives?

00:00 Introduction and Context Setting
05:06 Bond Market Dynamics and Global Appetite
09:57 Government Spending and Market Reactions
15:04 The Role of Oil Prices in Economic Stability
20:05 Yield Curve Control and Economic Implications
24:53 Global Flow of Funds and Tariff Impacts
30:48 Revisiting Economic Structures
35:27 Tariffs and Their Implications
39:14 The Global Financial Landscape
43:45 Bitcoin vs. Gold: A Comparative Analysis
49:36 Investment Strategies in a Changing Market
55:32 Defining Success in Economic Policy

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.

  bitcoin, economy, gold, investing, luke gromen, tafiffs