The Derivative A Macro take on Russia’s Gambit, Oil, Gold, Bitcoin and more with Luke Gromen
Oil prices spiking. Wheat at new highs. A bid in Bitcoin. Russia’s invasion on its neighbor, Ukraine, got the world's attention and moved all sorts of markets. While our human side rallies around the Ukrainian people, our financial minds turn to wondering what is going on and what impact this chaos will bring on? To get a clearer global picture, Luke Gormen, a research pro focused on the macro picture and CEO of Forest for the Trees (FFTT, LLC), joins us for a unique discussion of what he is seeing and the outlook for oil wheat, ruble, gold, treasuries, and more!
We're getting into the trenches with Luke and talking what Putin’s grand gambit may be, including the danger to the U.S. dollar, new methods of financial warfare, who becomes the reserve currency in the end (the big $64,000 question), MMT, Gold, Oil, and Bitcoin. Stay tuned and discover where the delineation between the narrative and facts takes us!
Chapters:
00:00-01:43 = Intro
01:44-09:12 = Putin's Gambit – an Attack on the US Dollar?
09:13-25:26 = Financial Warfare, Peak Cheap Oil, MMT, Gold & Bitcoin
25:27-38:13 = Macro Research, Creative Freedom & Fiscal Spending
38:14-52:51 = The Mr. X Interviews, Sectors vs Asset Classes & Narrative vs Fact
52:52-01:05:47 = What Would You invest in? & Bitcoin Positions
Follow along with Luke on Twitter @LukeGromen and visit fftt-llc.com for more information on The Forest for the Trees.
Don't forget to subscribe to The Derivative, and follow us on Twitter at @rcmAlts and our host Jeff at @AttainCap2, or LinkedIn , and Facebook, and sign-up for our blog digest.
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