BTC061: Global Macro 1Q 2022 w/ Luke Gromen
IN THIS EPISODE, YOU’LL LEARN:
0:00:00 – Intro
0:00:18 – Luke’s Overview of the Macro Landscape.
0:12:31 – Luke’s Thoughts on the Dollar for the First Half of 2022.
0:20:13 – China’s Shift in Monetary Policy.
0:20:36 – How Preston and Luke Are Estimating How High Interest Rates Might Go.
0:30:40 – How Currency Exchange Rates Can Offset Interest Rates (Or Make Them Twice as Bad).
0:31:47 – How China’s Water Problem Could Turn Into a Major Energy Crisis.
0:40:55 – How the Reverse REPO System Works.
0:59:25 – What if the Saudis Break the Petrodollar System?
1:10:36 – Luke’s Thoughts on Bill Miller’s Large Bitcoin Position.
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?BOOKS MENTIONED:
– The Long Game by Dorie Clark – https://amzn.to/3tCZ61V
– The Price of Tomorrow by Jeff Booth – https://amzn.to/352GMVN
– The Mr. X Interviews: Volume 1 by Luke Gromen -https://amzn.to/3I9ypWy
– The Mr. X Interviews: Volume 2 by Luke Gromen -https://amzn.to/33KDzJC
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