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 […]
Palisades Gold Radio, Released on 9/24/24 0:00 – Introduction 0:46 – Feds 50-Basis Point Cut 2:47 – 4-Destabilizing Things 5:26 – Discounting Recession? 10:15 – US Debt Buyers 17:04 – Yellen & Stealth QE? 19:47 – Yield Curve & Signals 21:33 – Refinancing The Debt 23:52 – Debt Oscillations 25:52 – Math Doesn’t Care 29:50 […]
The David Lin Report, Released on 9/21/24 (Recorded on 9/16/24) Luke Gromen, Founder & President of Forest For The Trees, discusses the insurmountable amounts of debt the U.S. now faces, and what must be done to avoid a sovereign debt default. 0:00 – Intro 1:20 – Dollar crisis 5:53 – Sovereign debt crisis 9:35 – […]
Luke Gromen – X, Released on 9/17/24 Gold rising with rising US real rates conveys a simple message that has surprised many US investors but which is very familiar to EM investors: "Buy gold because with debt & deficits this high, positive real rates make the US fiscal position unsustainable without money printing" https://t.co/ZThWEdBjG3 — […]
Luke Gromen – YouTube, Released on 8/20/24 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 […]
Schwab Network – X, Released on 8/7/24 Luke dives into this week’s volatility whiplash and what it means for global central banks. “Investors think the Fed is dealing with a dial… When leverage is this high, it’s a switch. On, off.” Luke Gromen is a graduate of the University of Cincinnati and received his MBA […]
What Bitcoin Did, Released on 7/29/24 (Recorded 7/25/24) In this interview, we discuss the desperate global debt problem, American decline & global monetary strategies, Bitcoin vs dollar milkshake scenarios, and how the US could back treasuries with Bitcoin to alleviate its looming debt burden. “There’s really no fix…I know part of the reason that part […]
Adam Taggart | Thoughtful Money, Released on 7/9/24 Former Vice President Dick Cheney famously said “Reagan proved that deficits don’t matter” True or not, running greater and greater federal budget deficits has become standard operating procedure for Washington DC. When Cheney uttered those words, the annual deficit was in the low hundreds of billions. It’s […]
