Palisades Gold Radio, Released on 1/16/24 0:00 – Introduction 0:54 – Why Debt Size Matters 5:06 – No Recession in 2024! 7:45 – Feds Policy Options 15:45 – Powell & Ol’Yellen 17:56 – Bond Bubble & Investors 22:46 – Powell’s Dovish Turn? 24:06 – Xi & Biden Meeting 28:33 – Red Lines & Saudi/China 31:15 […]
The Julia La Roche Show, Released on 1/11/24 Luke Gromen, founder of FFTT, joins The Julia La Roche Show to discuss the macro picture and the sovereign debt bubble that’s bursting in the U.S. In this episode, Gromen makes a case that he thinks this is the year where the consensus realizes the Federal Reserve […]
Wall St. For Main St., Released on 11/6/23 During this 50+ minute interview Luke talks about how he views lack of key investment and looming non ESG energy supply issues as one of the global economy’s biggest problems. Luke talks about the math problems DC, the US Treasury and the Fed has with reckless DC […]
What Bitcoin Did, Released on 11/6/23 Luke Gromen is the Founder and President of Forest for the Trees (FFTT). In this interview, we discuss the state of the economy, government borrowing and the bond market. We explore the implications of increased US government borrowing and spending on debt and taxes. We also talk about cycles […]
Macro Voices, Released on 10/5/23 MacroVoices Erik Townsend and Patrick Ceresna welcome back, Forest for the Trees founder Luke Gromen. Luke and Eric will deconstruct the dollar-bond yield relationship and discuss TSY yields running away this week, and where they’re headed next. Luke Gromen is a graduate of the University of Cincinnati and received his […]
Wealthion, Released on 8/30/23 For Part 1 of this interview, CLICK HERE Macro analyst Luke Gromen returns for Part 2 of our interview with him on the unfolding sovereign debt crisis & the likelihood of recession, which he sees as “inevitable” — largely due to higher oil prices and the collapsing commercial real estate market. […]
Palisades Gold Radio, Released on 7/11/23 0:00 – Introduction 0:45 – Gold and Rates? 3:17 – Emerging Markets 6:20 – A Capital Crunch 8:55 – Fed Policy & Elections 12:24 – Rates & Treasuries 17:43 – Fiscal Dominance 22:20 – Inflation Targeting 28:57 – Yield Curve Control 30:30 – Japan & U.S. Influence 37:02 – […]
The Investors Podcast, Released on 6/28/23 IN THIS EPISODE, YOU’LL LEARN: – The Fed recently paused with their efforts to raise interest rates – what’s happening? – Everyone’s talking about the TGA needing refilled, what’s actually happening? – How does the US Government need to issue 2.1 Trillion in the second half of 2023 and […]
