
BTC045: Luke Gromen on China, Evergrande, Macro, & Bitcoin
We Study Billionaires - The Investor’s Podcast Network
Intro
This chapter explores the effects of the Federal Reserve's recent actions on the macroeconomic landscape, detailing events like asset purchase tapering and the impact of COVID-19. The discussion emphasizes the shift from initial economic optimism to rising concerns over financial stability, illustrating these changes with the metaphor of a sputtering rocket ship.
IN THIS EPISODE, YOU’LL LEARN:
- 01:18 - Has the global economy ran out of steam?
- 12:46 - What's the real story with inflation and what's causing it?
- 24:31 - What is Luke's opinion on China's Evergrande?
- 32:09 - The Debt Ceiling getting raised.
- 52:36 - Bitcoin.
- 55:44 - When does the debt go from depressive to manic?
- 01:04:40 - Gary Gensler on Digital Assets.
- 01:08:57 - Luke's favorite Macro investment thesis.
*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's Books on Amazon.
- Luke's Macro Research Firm.
- Lyn Alden's paper on Inflation.
- Read the 9 Key Steps to Effective Personal Financial Management.
- Browse through all our episodes (complete with transcripts) here.
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