We Study Billionaires - The Investor’s Podcast Network BTC067: Russia Ukraine War & Global Macro Impacts w/ Luke Gromen (Bitcoin Podcast)
Mar 2, 2022
In this engaging discussion, Luke Gromen, a global macroeconomics expert and author, provides a compelling overview of the macro landscape post-Russian invasion of Ukraine. He analyzes energy dynamics affecting the EU, China's growing involvement, and the unexpected defensive tactics of Zelenskyy. Gromen explores the agricultural impacts of the conflict, sanctions on Russian elites, and the nuanced interplay of currencies, including Bitcoin's potential role. He also comments on the shifting geopolitical alliances and the emerging digital currency trends.
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A New World Order
- Globalization and disinflation ended Wednesday night with Pax Americana.
- A global power shift is happening, downgrading the US and EU relative to China and Russia.
Energy Dominance
- Russia's energy dominance limits the West's sanction power.
- High Western debt adds to this constraint.
Putin's Miscalculation
- Putin likely underestimated Zelenskyy's resolve and Ukraine's defenses.
- Putin may have expected a Crimea 2014 repeat.
