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

✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode: https://shows.banklesshq.com/p/128-luke-gromen-debrief

Luke Gromen is a macro analyst and founder of Forest for the Trees, a research company which 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.

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.

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Topics Covered:

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

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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

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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video 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:
https://newsletter.banklesshq.com/p/bankless-disclosures