BTC101: 4th Quarter Macro Overview w/ Luke Gromen (Bitcoin Podcast)
We Study Billionaires - The Investor’s Podcast Network
Intro
This chapter discusses the impact of recent U.S. sanctions on the Chinese semiconductor industry, particularly affecting mid and high-level chip manufacturing. It highlights the difficult choices faced by American professionals in this field and reflects on historical parallels to illustrate the broader implications of these actions.
IN THIS EPISODE, YOU’LL LEARN:
- 01:22 - What is happening between the United States and China with chip manufacturing?
- 04:55 - Is the FED being weaponized against Russia and China?
- 23:11 - What should people expect in the energy sector moving forward?
- 29:54 - Zoltan Pozsar's quote about commodity-backed money.
- 31:36 - Who's actually buying UST right now?
- 35:18 - What triggers the next big FED Pivot?
- 47:24 - What happens in US Real Estate with 30 year loans currently at 7.22% fixed.
- 48:25 - Luke's thoughts on the 3 month and 10 year treasury being at parity.
- 01:03:34 - What's currently happening the Japanese treasury market?
Disclaimer: Slight discrepancies in the timestamps 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.
- Luke's Newsletter.
- Twitter thread on China-US Chip manufacturing.
- Related Episode: Russia Ukraine War & Global Macro Impacts w/ Luke Gromen - BTC067.
- Related Episode: Luke Gromen on China, Evergrande, Macro, & Bitcoin - BTC045.
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