BTC215: Global Macro and Bitcoin Q1 2025 w/ Luke Gromen  (Bitcoin Podcast)

BTC215: Global Macro and Bitcoin Q1 2025 w/ Luke Gromen (Bitcoin Podcast)

Luke Gromen unpacks the dynamics of stablecoins and T-bills, Bitcoin’s role as a fiscal policy marker, and the implications of yield curve control. We delve into U.S. dollar devaluation, global liquidity in 2025, and the interplay of tariff threats and international Bitcoin reserves. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:10 - Why total federal receipts over 18% of GDP have historically led to recessions. 11:25 - The connection between stablecoins and T-bill demand, and its influence on Bitcoin adoption. 21:58 - How the Bank of England’s yield curve control impacts Bitcoin’s bullish potential. 23:42 - Luke’s argument for early U.S. dollar devaluation to manage debt-to-GDP ratios. 24:46 - Luke’s perspective on global liquidity trends for 2025. 26:11 - The role of Bitcoin as a marker of U.S. fiscal policy failures. 28:29 - How tariff negotiations could push nations to adopt Bitcoin reserves. 29:35 - Developments in China, Canada, and France, and their potential effects on global finance. 34:26 - Steps for transitioning to a Bitcoin standard in global credit systems. 50:42 - Luke’s strategic approach if advising the U.S. government on managing deficits. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Luke’s X Account. Luke’s FFTT Newsletter. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Vanta Plus500 Netsuite Shopify Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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TIP 075 : The Davos World Economic Forum and The One Thing by Gary Keller (Business Podcast)

TIP 075 : The Davos World Economic Forum and The One Thing by Gary Keller (Business Podcast)

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TIP 074 : Billionaire George Soros - The Alchemy of Finance (Business Podcast)

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IN THIS EPISODE, YOU’LL LEARN: What reflexivity is, and how the concept has helped George Soros amass $23B. Why floating currencies like the US dollar are bound to be unstable and ultimately crash. ...

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TIP 073 : Billionaire Howard Marks - The Most Important Thing (Investing Podcast)

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IN THIS EPISODE, YOU’LL LEARN: How Preston’s short position of junk bonds is performing. How any asset is attractive at the right price, and how no asset is attractive at the wrong price. Why value...

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TIP 072 : Creating a $10 Million Dollar Company by Age 24 - w/ Nathan Latka (Business Podcast)

TIP 072 : Creating a $10 Million Dollar Company by Age 24 - w/ Nathan Latka (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: How Nathan plans to go from being a multi-millionaire to become a billionaire in 8 years. Which single powerful sentence billionaire Warren Buffett uses when he is neg...

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TIP 071 : Value Investing Questions from the Audience and Benjamin Franklin by Walter Isaacson

TIP 071 : Value Investing Questions from the Audience and Benjamin Franklin by Walter Isaacson

IN THIS EPISODE, YOU’LL LEARN: What has happened to the global stock market cap, and how it moves in cycles. If Preston and Stig has changed their value investing strategy given the current market c...

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TIP 070 : Global Value Investing and Clone Investing w/ Meb Faber (Money Podcast)

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IN THIS EPISODE, YOU’LL LEARN: In which regions the international value investor should look in 2016. Why Meb Faber thinks the US is not in a bubble, but is still overvalued. What the Ivy Portfolio...

24 Jan 201645min

TIP 069 : How to Win Friends and Influence People (Business Podcast)

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IN THIS EPISODE, YOU’LL LEARN: Check out our five-page executive summary of the book, How to Win Friends and Influence People. Why a book about personal relationships is perhaps the most important ...

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TIP 068 : Current Market Conditions and Michael Lewis' Boomerang

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IN THIS EPISODE, YOU’LL LEARN: Why hedge fund managers like billionaires George Soros, Stanley Druckenmiller, and Ray Dalio might be the ones to follow instead of Warren Buffett. Why Stig’s primary ...

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