Palisades Gold Radio, Released on 1/16/24

0:00 – Introduction
0:54 – Why Debt Size Matters
5:06 – No Recession in 2024!
7:45 – Feds Policy Options
15:45 – Powell & Ol’Yellen
17:56 – Bond Bubble & Investors
22:46 – Powell’s Dovish Turn?
24:06 – Xi & Biden Meeting
28:33 – Red Lines & Saudi/China
31:15 – Yields & Liquidity Actions
35:14 – Rapid Financial Loosening
36:10 – GDP Metric Usefulness?
39:55 – Shift To Preserving Wealth
44:00 – Perception Vs. Hopium
45:20 – Gold & BTC Usefulness
50:20 – Oil, Recession & Demand
56:46 – Peak Oil & Electrification
1:14:05 – 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.

  debt bubble, luke gromen, us debt, us economy