We Study Billionaires - The Investor’s Podcast Network BTC101: 4th Quarter Macro Overview w/ Luke Gromen (Bitcoin Podcast)
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Oct 26, 2022 
Luke Gromen, a financial expert and author, dives into crucial topics surrounding macroeconomics and global markets. He discusses the impact of U.S.-China tensions on chip manufacturing and how the Federal Reserve’s policies may be weaponized against rivals like Russia. Gromen also examines the energy sector’s future, the significance of commodity-backed money, and current dynamics in U.S. real estate amid high mortgage rates. His insights shed light on the interconnectedness of monetary policy, inflation, and geopolitical strategies.
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Chip Manufacturing Sanctions
- The Biden administration's sanctions on Chinese chip manufacturing are a major escalation.
- These demand American workers in the industry relinquish their citizenship or resign, crippling China's semiconductor industry.
Fed's Weaponization
- Luke Gromen believes the Federal Reserve's actions are not solely about fighting inflation.
- He suspects a strategic component, potentially weaponizing the dollar against Russia and China.
Fed's Desperation
- Preston Pysh argues against the weaponization theory.
- He believes the Fed is desperately trying to curb inflation to preserve its relevance and enable future QE.