In this discussion, Luke Gromen, a finance and macroeconomics expert known for his insights on gold, uncovers the massive shift of gold between nations as a precursor to a new global financial system. He dives into the secrecy surrounding gold ownership, questioning why Fort Knox can’t be audited. Gromen also challenges the narratives pushed by the intel community against gold owners and raises eyebrows about Warren Buffett’s role in the banking industry. This timely analysis reveals gold’s critical status amid the evolving economic landscape.

Luke Gromen, a macroeconomic expert and author of the FFTT newsletter, shares his insights on the evolving relationship between Bitcoin and global finance. He discusses the historical link between high federal receipts and recessions, the connection between stablecoins and T-bill demand, and how fiscal policy failures could elevate Bitcoin's importance. Gromen also explores potential U.S. dollar devaluation as a debt management strategy and the impact of global liquidity trends on Bitcoin adoption, all while emphasizing the shifting dynamics in international tariff negotiations.

In this discussion, Luke Gromen, the founder of FFTT LLC, shares his insightful analysis on the precarious state of the U.S. dollar amidst escalating debt. They dive into how money printing distorts economic realities and examine the intricate relationship between government policies and corporate efficiencies. Gromen explores the potential for Bitcoin and gold as stabilizing forces in a turbulent economy, the implications of high national debt, and the shifting dynamics in global currency strategies. His perspectives challenge conventional views on inflation and the future of money.

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll explore the outlook for the new year and examine its implications for macroeconomics and markets, covering everything from the dollar and treasury yields to bitcoin and precious metals. https://bit.ly/3WdsysV   ⚫ Follow Luke on X: https://x.com/LukeGromen 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3WaQddA   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

In this fascinating discussion, Luke Gromen, founder of Forest For The Trees, and Michael Every, global strategist at Rabobank Singapore, delve into the high-stakes implications of the upcoming U.S. presidential election. They explore the potential economic strategies of both Kamala Harris and Donald Trump, focusing on the future of the U.S. dollar and military power's impact on global stability. The conversation also addresses China's use of gold and NATO's actions in Ukraine, examining their effects on international financial relationships and energy resources.

Luke Gromen, Founder and President of Forest for the Trees, dives into the turbulent world of finance. He discusses how rising U.S. interest rates are impacting the Treasury market and the strong U.S. dollar's effects on global growth. Gromen highlights the challenges faced by the Federal Reserve in managing these dynamics and explores the risks of foreign divestment from long-term treasuries. With a deep analysis of debt servicing and the implications for fiscal health, he offers crucial insights into an evolving economic landscape.

Luke Gromen, a repeat guest and macroeconomics expert, dives into the transformative potential of Bitcoin's Lightning Network. He discusses Tether's game-changing integration of USDT via the Taproot Asset Protocol, which could disrupt traditional finance systems. The conversation reveals how this innovation reduces transaction costs and challenges banks, Visa, and Mastercard. Gromen also explores the implications of Bitcoin-backed tokenization and how financial institutions may need to adapt to stay competitive in this evolving landscape.

Author and Investor Luke Gromen discusses how energy costs are the base layer of money, signaling a potential shift in the monetary system. He explains why the 60/40 portfolio is obsolete, the impact of energy price changes on the monetary system, and the role of energy in shaping empires and currencies. The conversation also touches on the transition towards using gold in global trade dynamics and the implications of an evolving financial system.

Luke Gromen, a macro economist, discusses the Fed/Treasury cap on USD, UST yields, housing inflation metrics, transmission interconnection backlog, $1.8 trillion housing stimulus, key commodities like copper and uranium, Japan treasury market, stablecoins impact on dollar's utility, and how these factors could influence Bitcoin.

In this engaging discussion, Luke Gromen, founder of Forest for the Trees, shares his insights on macroeconomics. He delves into how recent Federal Reserve actions are impacting U.S.-China relations and the complexities of financial strategies. Gromen explores the tug-of-war between oil and gold markets, highlighting the benefits of nations investing in gold amidst inflation. Additionally, he analyzes the shifting dynamics of U.S. Treasury market volatility and the intertwined fates of different asset classes. Tune in for a captivating take on today's economic landscape!