The David Lin Report, Released on 3/5/26 (Recorded on 3/4/26)

Luke Gromen, Founder & President of Forest For The Trees, argues that the Iran conflict will last longer than markets expect, impacting gold and bonds.

0:00 – Intro.
1:23 – Oil vs. Treasury divergence
4:37 – Gold
9:26 – Dollar
13:50 – Gold-to-oil ratio and the petrodollar
20:25 – China and defense stocks
24:43 – US equities
32:41 – Portfolio positioning
35:29 – Debt spiral, gold, and manufacturing

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.

  economy, investing, luke gromen, stocks