Macro Voices, Released on 12/8/22
MacroVoices welcomes Luke Gormen to the show to discuss whether the bear market rally in equities is over, whether inflation has peaked, and how the U.S. Government will fund deficit spending in an era when China and Russia are no longer ready buyers of U.S. debt issuance.
00:00:00 Intro
00:00:38 Market Commentary / Crude Oil update
00:10:01 Feature Interview with Luke Gromen
00:53:52 Postgame – Market Positions Into the FOMC
00:56:00 S&P500
01:00:00 QQQ
01:02:20 VIX
01:03:40 DXY
01:05:22 Gold
01:09:27 Crude Oil
01:10:48 S&P500 Butterfly Spread
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.