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Introduction
macro expert Luke Grohmann back on the show to talk about his thoughts on the current global situation in the fourth quarter of 2022. The recent US chip manufacturing decision that prevents US employees from working in China is a big deal, he says. He also talks about the Fed potentially being weaponized against Russia and China,. His thoughts on the energy sector, loss of liquidity in the US treasury market, 7% 30-year fixed rate mortgage interest rates and what that might mean for the real estate market. You will not want to miss this conversation!