The Investors Podcast, Released on 5/29/24

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.

00:00:00 – Intro
00:04:24 – The current Fed/Treasury cap on USD and UST yields
00:08:19 – The implications of a $1.8 trillion housing stimulus
00:14:24 – Potential changes in how housing inflation is measured
00:21:58 – The backlog in transmission interconnections and its impact
00:24:01 – Key trends in commodities like copper and uranium
00:39:16 – Insights into the Japan treasury market
00:51:30 – The effects of stablecoins on the dollar’s utility
01:01:14 – How these macroeconomic factors could impact Bitcoin

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, Crypto, debt bubble, debt crisis, economy, inflation, investing, luke gromen