Macro Voices, Released on 1/8/25 MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll explore the outlook for the new year and examine its implications for macroeconomics and markets, covering everything from the dollar and treasury yields to bitcoin and precious metals. Luke Gromen is a graduate of the University of Cincinnati and […]
Preston Pysh, Released on 1/1/25 Luke Gromen unpacks the dynamics of stablecoins and T-bills, Bitcoin’s role as a fiscal policy marker, and the implications of yield curve control. We delve into U.S. dollar devaluation, global liquidity in 2025, and the interplay of tariff threats and international Bitcoin reserves. 00:00:00 – Intro 00:00:42 – Why total […]
The Julia La Roche Show, Released on 12/24/24 Luke Gromen, founder of FFTT, joins the Julia La Roche Show to explain why he has “high conviction” U.S. policymakers will weaken the dollar in 2025 and why the Department of Defense, not the Federal Reserve, is now driving U.S. economic policy. In this wide-ranging conversation, Gromen […]
Natalie Brunell, Released on 12/3/24 00:00 Holding pattern until Trump’s inauguration 4:48 Economy Trump is inheriting 8:02 Bitdeer Technologies Group 8:57 Strengthening US Dollar 13:21 Impact of tariffs 20:42 “Bitcoin is the new oil” 29:44 Casa, Speed Wallet 30:39 Coinkite, The Bitcoin Way 31:25 Treasury Secretary pick Scott Bessent 40:40 Why still invest in gold? […]
Adam Taggart | Thoughtful Money, Released on 10/29/24 We find ourselves in a time of transition, one that may increasingly be later described as upheaval. In a week, we’ll have a new US President, which will bring change both to the US and to geopolitics. We already have a new interest rate regime as the […]
Unchained, Released on 10/15/24 In this episode, we sit down with Luke Gromen to unpack the U.S. fiscal landscape, exploring the growing strain of true interest expense and why the world may be entering a liquidity acceleration phase. Luke highlights some of the most crowded and least crowded trades in the market today and explains […]
Luke Gromen – YouTube, Released on 10/11/24 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 […]
Macro Voices, Released on 10/3/24 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 […]
