Podcast

128 - Scariest Macro Setup In 20+ Years | Luke Gromen

Luke Gromen is a macro analyst and founder of Forest for the Trees, a research company that helps investors find the signal. Luke is another one of our big macro-brained guests in the same vein as Lyn Alden, Raoul Pal, and Jim Bianco.

Jul 18, 2022 • 1 min read

On this episode, Luke unpacks how macro got this bad, what the end game looks like, why this is the scariest macro setup Luke has seen in 20+ years, and how to prepare.

The fog of what’s going on is thick, but we're on a quest to find out what in the world is going on. Knowing this is key to understanding the next steps crypto takes. Buckle up.

TIMESTAMPS

0:00 Intro

6:08 Scariest Macro Setup In 20+ Years

14:15 Why This is the End

22:10 How’d We Get Here

26:45 Bursting Sovereign Debt Bubble

36:45 Fed Data Interpretation

42:42 How the End Game Plays Out

1:01:21 The Affect on The Average Person

1:07:35 U.S. Middle Class vs. Treasury Holders

1:14:58 The Future of Assets & Currencies

1:20:20 What Happens to Energy Commodities?

1:25:40 Equities, Gold, & Crypto

1:31:46 How to Prepare

1:36:50 Closing & Disclaimers

RESOURCES

Luke Gromen

https://twitter.com/LukeGromen

Forest Through the Trees

https://fftt-treerings.com/

Luke’s Youtube Channel

https://www.youtube.com/c/LukeGromenFFTTLLC

Lyn Alden

https://youtu.be/XaHuwUDd1C8

Jim Bianco

https://youtu.be/VMNmxFzKI64

Not financial or tax advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This newsletter is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here.

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