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 […]
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 […]
