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 […]
Luke Gromen – YouTube, Released on 6/20/24 Red-teaming how US/IMF could stop BRICS multi-currency shift; thoughts on Judy Shelton’s “Gold UST bonds” proposal… 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 […]
Wall St. For Main St., Released on 6/17/24 During this 40+ minute interview, Jason asks Luke about a permanent paradigm shift by non G7 central banks away from accumulating US Treasuries as a reserve asset and an emerging supply and demand issue developing in the US Treasury market. Luke talks about how China and many […]
Luke Gromen – X, Released on 5/31/24 I've been asked for years, "What is going to replace the USD?" My answer has always been"Nothing is going to replace the USD…but gold IS replacing USTs as primary global rsv asset." Sanctions on Russian FX rsvs makes this trend likely to continue.👇 Great chart by @JanGold_ pic.twitter.com/med2gierIq […]
The Investors Podcast, Released on 5/29/24 Luke Gromen discusses the macroeconomic outlook for the upcoming year. We cover the Fed/Treasury cap on USD, UST yields, potential changes in housing inflation metrics, and the significant backlog in transmission interconnections. Additionally, Luke explores the implications of a $1.8 trillion housing stimulus, key commodities like copper and uranium, […]
