Join macroeconomist Luke Gromen, founder of Forest for the Trees, as he dissects the U.S. economic landscape. He warns that cuts to government spending might trigger a crisis and explains the perilous implications of current fiscal mismanagement. Gromen discusses how gold and Bitcoin could emerge as future reserve assets amid a looming monetary reset. He also argues Wall Street may be ignoring the reality of decoupling assets like Bitcoin from traditional stocks. Prepare for the ticking clock of economic change!
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insights INSIGHT
Austerity and Sudden Stops
Cutting government spending before restructuring debt can trigger a sudden stop in the economy.
Interest payments already exceed government receipts, making spending cuts dangerous.
volunteer_activism ADVICE
Devaluing Debt
Devalue debt through yield curve control, QE, or revaluing gold.
These actions can lower treasury yields and buy time for economic restructuring.
insights INSIGHT
Wall Street's Blind Spot
Wall Street ignores the treasury market risks due to their narrative-driven approach.
They often prioritize selling narratives over acknowledging potential problems.
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Natalie Brunell is joined by prominent analyst Luke Gromen to share a critical macro update on the U.S. economy, the debt spiral, and what it means for gold and Bitcoin. He explains why the current path is unsustainable—and how investors can prepare.
Topics covered include: -
Why cutting government spending could crash the economy
The dangerous “order of operations” policymakers are ignoring
How gold, and eventually Bitcoin, could replace U.S. Treasuries as reserve assets
Why Wall Street is in denial about what’s coming
The role of negative real rates and financial repression -
What happens if the U.S. revalues gold… and what that means for Bitcoin
Luke’s outlook on Bitcoin decoupling from stocks
What the next 3–5 months could look like and why the clock is ticking
How to prepare for a potential reset in the global monetary system
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Guest Biography: Luke Gromen is a macroeconomist and founder and president of Forest for the Trees, a research firm he started in 2014 specializing in global macroeconomic, thematic and sector trends. Luke holds a BBA in Finance and Accounting from the University of Cincinnati and received his MBA from Case Western Reserve University. He earned the CFA designation in 2003. He publishes macro updates at @LukeGromenFFTTLLC
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