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 […]
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 […]
