MisesMedia, Released on 4/21/26 Bob sits down with macro researcher Luke Gromen of Forest for the Trees to discuss the cascading supply chain consequences of a closed Strait of Hormuz. They also touch on why gold is already supplanting the dollar as the world’s premier reserve asset, and what the surge in U.S. gold exports […]
Macro Voices, Released on 4/16/26 (Recorded on 4/13/26) 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 […]
Kitco News, Released on 3/11/26 Luke Gromen, founder and president of Forest for the Trees, joins Kitco News Anchor Jeremy Szafron to analyze the macroeconomic fallout from the ongoing closure of the Strait of Hormuz. Gromen explains why the bond market is the real battleground right now and how foreign investors are being forced to […]
Goldfinger Capital, Released on 3/10/26 (Recorded on 3/9/26) 00:00 Intro 02:12 Luke’s take on market complacency 04:50 What happens if the Iran operation lasts for another six months? 05:50 “I’m as concerned as I’ve been in my entire career” 07:05 Luke entered 2026 very cautious with 50% cash/T-Bills/gold 08:45 The pace of improvement in AI […]
The David Lin Report, Released on 3/5/26 (Recorded on 3/4/26) Luke Gromen, Founder & President of Forest For The Trees, argues that the Iran conflict will last longer than markets expect, impacting gold and bonds. 0:00 – Intro. 1:23 – Oil vs. Treasury divergence 4:37 – Gold 9:26 – Dollar 13:50 – Gold-to-oil ratio and […]
Peter McCormack, Released on 3/4/26 Governments aren’t going to pay this debt down in real terms. More likely, they pay it back in weaker money. Luke Gromen argues we’re already deep into a sovereign debt cycle – and that AI could speed up the moment it really starts to crack. In this interview we discuss […]
Adam Taggart | Thoughtful Money, Released on 2/10/26 Today’s guest has long warned that the US and most other countries are hurdling into a global sovereign debt crisis. One that is increasingly forcing them to “Get busy inflating, or get busy dying.” To get an update where things stand on his timeline, where this all […]
Reinvent Money, Released on 1/27/26 Paul Buitink talks to macro analyst Luc Gromen, founder of FFTT. They discuss the escalation between protesters and ICE in the US as well as the risks of civil war. Luke analyses Trump’s performance so far and weighs in on how Europe should respond to escalations. Selling of treasuries and […]
