BTC184: Q2 Macro w/ Luke Gromen (Bitcoin Podcast)
We Study Billionaires - The Investor’s Podcast Network
Energy, Economy, and Investment Insights
This chapter explores the ramifications of excluding shelter from the CPI index and the challenges posed by a backlog in power generation and electrification policies. It discusses investment strategies in critical resources like copper and uranium while emphasizing the rising importance of nuclear energy amid increasing energy demands.
In this episode of the Bitcoin Fundamentals Podcast, Luke Gromen discusses the macroeconomic outlook for the upcoming year. We cover the Fed/Treasury cap on USD, UST yields, potential changes in housing inflation metrics, and the significant backlog in transmission interconnections. Additionally, Luke explores the implications of a $1.8 trillion housing stimulus, key commodities like copper and uranium, the Japan treasury market, and how these factors could impact Bitcoin.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
06:03 - The current Fed/Treasury cap on USD and UST yields.
06:03 - The implications of a $1.8 trillion housing stimulus.
13:38 - Potential changes in how housing inflation is measured.
24:28 - The backlog in transmission interconnections and its impact.
24:50 - Key trends in commodities like copper and uranium.
38:07 - Insights into the Japan treasury market.
52:56 - The effects of stablecoins on the dollar’s utility.
01:01:48 - How these macroeconomic factors could impact Bitcoin.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Luke Gromen’s FFTT Newsletter.
- Luke Gromen's Twitter.
- Luke Gromen’s Books on Amazon.
- Related episode: Listen to BTC172: Macro Outlook Q1 2024 w/ Luke Gromen, watch the video.
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