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We Study Billionaires - The Investor’s Podcast Network
BTC184: Q2 Macro w/ Luke Gromen (Bitcoin Podcast)
May 29, 2024
59:31
Snipd AI
Luke Gromen, a macro economist, discusses the Fed/Treasury cap on USD, UST yields, housing inflation metrics, transmission interconnection backlog, $1.8 trillion housing stimulus, key commodities like copper and uranium, Japan treasury market, stablecoins impact on dollar's utility, and how these factors could influence Bitcoin.
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Quick takeaways
- The macroeconomic outlook includes potential changes in housing inflation metrics.
- Implications of a $1.8 trillion housing stimulus and analysis of key commodities like copper and uranium.
Deep dives
Economic Outlook and Dollar Weakness
The podcast episode discusses the big picture economic outlook, particularly focusing on the potential for orderly weakness in the US dollar rather than a significant devaluation. The conversation centers around the ongoing need for dollar liquidity and the impact on treasury yields. Mention is made of the Treasury market and the Fed's actions to cut long-term issuance as part of efforts to sustain economically sustainable rates.
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