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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.
Luke Gromen Luke Gromen
Jul 18, 2022 • 01:38:53
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Inside the episode

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

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