TIP251: Macro Themes - Summer 2019 w/ Luke Gromen (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
Navigating Negative Yields and Bitcoin's Rise
This chapter examines how institutional investors manage negative yielding debt while exploring the complexities of foreign exchange hedging. It also addresses Bitcoin's growing significance in wealth management, highlighting preparation for various adoption scenarios and the appeal of alternative assets like gold.
On today's show, we talk to macro investing expert, Luke Gromen, about the current market conditions.
IN THIS EPISODE YOU’LL LEARN:
- Why we’re not a typical credit cycle.
- The bull and bear case of commodities
- Why the bond market should have higher yields than it has today
- Which big tech stock to invest in and why
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 Gromen’s website, The Forrest for the Trees
- Download your free audio book at Audible.
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