Metals and Miners, Released on 8/21/25

Join Gary Bohm on Metals and Miners as he dives deep with Luke Gromen, founder of Forest for the Trees, a leading macroeconomic research firm. In this eye-opening interview, Luke unpacks the weakening U.S. dollar, AI’s impact on jobs, gold revaluation, Bitcoin’s rise, and critical supply chain vulnerabilities. Discover why gold and metals prices may spike, the labor market disconnect, and the future of interest rates. Recorded on August 18, 2025, this is a must-watch for investors and economic enthusiasts!

00:00 Introduction to Macroeconomic Trends
02:20 Labor Market Dynamics and AI Impact
04:38 Disconnect Between Earnings and Labor Demand
06:30 Long-Term Interest Rates and Economic Implications
07:02 Manufacturing Employment Metrics
07:43 Dollar Dynamics and Future Expectations
08:35 FOMC Dynamics and Rate Cuts
08:59 Gold Revaluation and Federal Reserve Insights
16:30 Gold and Bitcoin as Top Performing Assets
20:05 Long-Term Economic Trends and Investments
25:41 US Military Supply Chain Vulnerabilities
29:49 Metals and Minerals as Economic Bottlenecks

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.

  dollar, dollar collapse, gold, luke gromen, yuan