
BTC045: Luke Gromen on China, Evergrande, Macro, & Bitcoin
We Study Billionaires - The Investor’s Podcast Network
Critique of Short-Term Political Leadership and Financial Policies
This chapter critiques U.S. political leadership's short-term approach to financial obligations, highlighting the risks of neglecting long-term strategies. It emphasizes the lack of preparation for demographic shifts, particularly the aging baby boomer population, and the potential impact on funding essential social programs.
IN THIS EPISODE, YOU’LL LEARN:
- 01:18 - Has the global economy ran out of steam?
- 12:46 - What's the real story with inflation and what's causing it?
- 24:31 - What is Luke's opinion on China's Evergrande?
- 32:09 - The Debt Ceiling getting raised.
- 52:36 - Bitcoin.
- 55:44 - When does the debt go from depressive to manic?
- 01:04:40 - Gary Gensler on Digital Assets.
- 01:08:57 - Luke's favorite Macro investment thesis.
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Luke's Books on Amazon.
- Luke's Macro Research Firm.
- Lyn Alden's paper on Inflation.
- Read the 9 Key Steps to Effective Personal Financial Management.
- Browse through all our episodes (complete with transcripts) here.
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