BTC061: Global Macro Investing 1Q 2022 w/ Luke Gromen (Bitcoin Podcast)
We Study Billionaires - The Investor’s Podcast Network
Intro
This chapter explores macroeconomic themes in the context of rising interest rates, offering insights on the Federal Reserve's strategies and the reverse repo system. It concludes with a brief discussion on the implications of these factors for investors, including a mention of Bitcoin.
IN THIS EPISODE, YOU’LL LEARN:
- 01:25 - Luke's overview of the Macro landscape.
- 11:53 - Luke's thoughts on the dollar for the first half of 2022.
- 18:08 - China's shift in monetary policy.
- 18:08 - How Preston and Luke are estimating how high interest rates might go.
- 26:55 - How currency exchange rates can offset interest rates (or make them twice as bad).
- 31:51 - How China's water problem could turn into a major energy crisis.
- 39:40 - How the reverse REPO system works.
- 59:27 - What if the Saudis break the petrodollar system?
- 1:08:42 - Luke's thoughts on Bill Miller's large Bitcoin position.
*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 Gromen's twitter Account.
- Luke's Website and newsletter.
- Luke's books on Amazon.
- Chinese Water Articles Luke talked about on the show.
- New to the show? Check out our We Study Billionaires Starter Packs.
- Browse through all our episodes (complete with transcripts) here.
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