BTC061: Global Macro Investing 1Q 2022 w/ Luke Gromen (Bitcoin Podcast)
We Study Billionaires - The Investor’s Podcast Network
Understanding Federal Reserve Mechanics and Bank Reserves
This chapter explores the Federal Reserve's quantitative easing (QE) and its effects on banking and the economy. It examines how bond purchases by the Fed create reserves for banks, while also discussing the challenges posed by regulations that may limit lending despite an increase in reserves.
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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