Online Learning Economics w/ Luke Gromen (TIP367)
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- čas přidán 19. 06. 2024
- Trey Lockerbie sits down with a TIP fan favorite, Luke Gromen. Trey takes the opportunity to dig into Luke’s worldview and take on the macro landscape we’ve been witnessing over the last few months.
IN THIS EPISODE, YOU'LL LEARN:
00:00 - Intro
01:22 - What Is Incentivizing the Fed and Policymakers to Continue Their Qe Efforts?
10:19 - Does Debt to GDP Matter?
16:36 - Is the FED Negligent or Deflationary Force Is In play?
24:51 - What is Repo Market?
35:02 - Why Peak Cheap Oil is an Inflationary Measure?
44:16 - The Price of Oil
47:16 - The Gold NSFR Rule Changes and How it Impacts Gold and Gold Miners
51:37 - Bitcoin Adoption
53:46 - Luke Gromen’s Portfolio
58:08 - Luke Gromen’s Newsletter About China’s Credit Impulse Declining
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01:20 Macro Factors Influencing the Fed
07:29 Peak Cheap Oil
10:18 Debt to GDP vs Inflation
13:05 Free Capital Flows in Bonds
14:20 Riding 2 Horses
16:40 MMT & CPI
20:05 America or the Bond Market
24:50 Inflationary/Deflationary Pressure (Repo Market)
34:11 Should We Worry About Repo Market?
35:02 Peak Cheap Oil Inflation
47:17 Gold NSFR Rule Change / Basel 3
51:37 Bitcoin?
53:46 How is Luke positioning
59:57 Books & Newsletter
Great interview. I like hearing Luke's macro views. History is important and
Luke clearly knows his stuff.
Luke Gromen is Gangsta
By God Luke is awesome.
Thank you, very interesting
great guest interview. important stuff but does it change anything?
With huge supplies from Opec and still higher than average supplies domestically I struggle to see why it is a lock for higher oil prices in the long run. The swath of new electric cars will lower demand and will that supply really evaporate when the window to sell the oil is quickly closing?
QFT st 18sec !
time is money America been around for one hundred years
I think the EV transition plans are over-ambitious. There are very significnt oil reserves that are being suppressed IMO to keep price up, in Venezuela - with the biggest reserves in the world - and Iran, Lybia, Nigeria, Yemen and maybe other places also. The situations in those places make absolutely no sense, seem designed to suppress oil production.
Th world population is still growing however, so I think an energy crisis is possible ca mid-century, possibly lasting decades.
The second derivative of the rate of change of growth and inflation is key for a good portfolio timing, money manager Michael Pento would argue.
you listen to Elon? no wonder you were confused
Crazy things are going on within the financial system, not surprised! I guess I'll stack more crypto and HODL.