Blockworks Macro, Released on 4/11/24

For Part 1 of this interview, CLICK HERE

This is part 2/2 of our conversation with Lyn Alden & Luke Gromen. In this episode we deep dive into the path forward for inflation, the U.S Dollar, bonds & what is fueling the gold & Bitcoin bull market.

00:00 Inflation
04:42 Oil & It’s Impact On Inflation
11:41 The U.S Dollar
13:04 Mantra Ad
14:09 Gold & Bitcoin
24:28 The Bond Market
33:25 Permissionless Ad
34:03 Inflation vs Recession

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.

Lyn Alden is the founder of Lyn Alden Investment Strategy. Lyn has a bachelor’s degree in electrical engineering and a master’s degree in engineering management, with a focus on engineering economics and financial modeling. She worked as an electrical engineer at an aviation facility, and over the course of a decade worked her way up from being an intern to being the lead engineer and running the day-to-day operations and finances of the facility, before retiring early at age 33 with financial independence. Since then, Lyn has been a full-time investor and independent analyst. Her latest book is Broken Money: Why Our Financial System is Failing Us and How We Can Make it Better.

  bitcoin, economy, gold, inflation, investing, luke gromen, lyn alden, recession