Oxbow Advisors, Released on 4/24/24 (Recorded on 4/22/24) Ted Oakley interviews Luke Gromen on the implications of U.S. debt to GDP. 0:00 – Intro 0:43 – Is The U.S. Going Broke? 3:00 – Is It Different This Time? 6:15 – Interest Rates – Inflation 14:45 – Can It Be Fixed? 18:45 – Gold/U.S. Treasury Outlook […]
Blockworks Macro, Released on 4/11/24 For Part 1 of this interview, CLICK HERE This is part 2/2 of our conversation with Lyn Alden & Luke Gromen. In this episode we deep dive into the path forward for inflation, the U.S Dollar, bonds & what is fueling the gold & Bitcoin bull market. 00:00 Inflation 04:42 […]
Blockworks Macro, Released on 4/10/24 For Part 2 of this interview, CLICK HERE This week Lyn Alden & Luke Gromen join the show to discuss the rise of fiscal dominance, the path forward for inflation & the end game for U.S debt. Part 2 of this discussion will be released tomorrow, so be sure to […]
Macro Voices, Released on 3/28/24 MacroVoices Erik Townsend & Patrick Ceresna welcome back Forest for the Trees founder, Luke Gromen. Erik and Luke discuss the dollar, where it’s headed both short and long term, precious metals, bitcoin and more. Luke Gromen is a graduate of the University of Cincinnati and received his MBA from Case […]
Natalie Brunell, Released on 3/20/24 00:00 Macro economic assessment 1:28 Treasury market update 4:17 ISDA letter 7:35 Bitdeer Technologies Group promo 8:33 What did Janet Yellen say? 13:25 US Dollar strengthening 15:51 Bank of Japan interest rates 19:30 Chance of a melt-up 22:52 Inflation 28:39 Bitcoin 2024 promo 29:11 Coinkite Coldcard Wallet promo 29:31 CrowdHealth […]
Peak Prosperity, Released on 3/14/24 The ceiling is the oil price above which the US debt market crumbles. The floor is the minimum price needed to grow oil supplies. The ceiling and the floor are squeezing closer and closer…This was another barn-burner of an interview you won’t want to miss. Luke Gromen is a graduate […]
Luke Gromen – YouTube, Released on 3/12/24 (Recorded on 3/11/24) 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 […]
Luke Gromen – YouTube, Released on 2/22/24 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 […]