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

----

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

----

Coin Stories is brought to you by lead sponsor Genius Group (NYSE American $GNS). Genius is a Bitcoin-first business delivering AI-powered education and acceleration solutions for the future of work. Learn more and enter for a chance to win a whale pass to Bitcoin 2025 in Las Vegas: https://www.geniusgroup.ai/coinstories

----

Coin Stories is also powered by Bitwise. Bitwise has over $10B in client assets, 32 investment products, and a team of 100+ employees across the U.S. and Europe, all solely focused on Bitcoin and digital assets since 2017. Learn more at https://www.bitwiseinvestments.com

----

Bitdeer Technologies Group (NASDAQ: BTDR) is a publicly-traded leader in Bitcoin mining and high-performance computing. Learn more at www.bitdeer.com

----

Natalie’s Bitcoin Product and Event Links:

Secure your Bitcoin with collaborative custody and set up your inheritance plan with Casa: https://www.casa.io/natalie
For easy, low-cost, instant Bitcoin payments, I use Speed Lightning Wallet. Get 5000 sats when you download using this link and promo code COINSTORIES10: https://www.speed.app/sweepstakes-promocode/
Master your Bitcoin self-custody with 1-on-1 help and gain peace of mind with the help of The Bitcoin Way: https://www.thebitcoinway.com/natalie
River is where I DCA weekly and buy Bitcoin with the lowest fees in the industry: https://partner.river.com/natalie
Safely self-custody your Bitcoin with Coinkite and the ColdCard Wallet. Get 5% off: https://store.coinkite.com/promo/COINSTORIES
Earn Bitcoin on everything you purchase with the Gemini Credit Card: https://www.gemini.com/natalie
Bitcoin 2025 is heading to Las Vegas May 27-29th! Join me for my 4th Annual Women of Bitcoin Brunch! Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/affiliate/hodl/event/bitcoin-2025
Protect yourself from SIM Swaps that can hack your accounts and steal your Bitcoin. Join America’s most secure mobile service, trusted by CEOs, VIPs and top corporations: https://www.efani.com/natalie
Your Bitcoin oasis awaits at Camp Nakamoto: A retreat for Bitcoiners, by Bitcoiners. Code HODL for discounted passes: https://massadoptionbtc.ticketspice.com/camp-nakamoto

----

This podcast is for educational purposes and should not be construed as official investment advice.

----

VALUE FOR VALUE — SUPPORT NATALIE’S SHOWS

Strike ID https://strike.me/coinstoriesnat/
Cash App $CoinStories

Heal Thy Self with Dr. G

Breaking Report About Artificial Sweeteners - Is ERYTHRITOL Safe?

Remember Everything You Learn from Podcasts