BTC061: Global Macro Investing 1Q 2022 w/ Luke Gromen (Bitcoin Podcast)

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By Stig Brodersen and The Investor's Podcast Network. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

IN THIS EPISODE, YOU’LL LEARN:

  • 01:25 - Luke's overview of the Macro landscape.
  • 11:53 - Luke's thoughts on the dollar for the first half of 2022.
  • 18:08 - China's shift in monetary policy.
  • 18:08 - How Preston and Luke are estimating how high interest rates might go.
  • 26:55 - How currency exchange rates can offset interest rates (or make them twice as bad).
  • 31:51 - How China's water problem could turn into a major energy crisis.
  • 39:40 - How the reverse REPO system works.
  • 59:27 - What if the Saudis break the petrodollar system?
  • 1:08:42 - Luke's thoughts on Bill Miller's large Bitcoin position.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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  • Luke Gromen's twitter Account.
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  • Chinese Water Articles Luke talked about on the show.
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