Palisades Gold Radio, Released on 7/11/23

0:00 – Introduction
0:45 – Gold and Rates?
3:17 – Emerging Markets
6:20 – A Capital Crunch
8:55 – Fed Policy & Elections
12:24 – Rates & Treasuries
17:43 – Fiscal Dominance
22:20 – Inflation Targeting
28:57 – Yield Curve Control
30:30 – Japan & U.S. Influence
37:02 – Rates & Debt Servicing
38:53 – Banking Sector Health
45:45 – The Dollar & BRICS
52:08 – IMF & Oil Trade
53:50 – Energy Supply & CapEx
56:44 – Peak Cheap Energy?
1:01:03 – SPR & Treasuries
1:04:24 – OPEC & U.S. Relations
1:11:25 – 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.

  gold, interest rates, luke gromen