By Stephan Livera. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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SLP453 Luke Gromen - Soft Landing or Hard Landing?

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Manage episode 353565761 series 2408472
By Stephan Livera. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Luke Gromen of Forest For The Trees rejoins me on the show to talk about his macro views:

  • Soft landing vs hard landing
  • Government debt levels
  • US Interest rates and “chicken-pivot”
  • Commodities and dedollarisation
  • Outlook for Bitcoin

Links:

Sponsors:

Stephan Livera links:

  continue reading

482 episodes

Share
 
Manage episode 353565761 series 2408472
By Stephan Livera. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Luke Gromen of Forest For The Trees rejoins me on the show to talk about his macro views:

  • Soft landing vs hard landing
  • Government debt levels
  • US Interest rates and “chicken-pivot”
  • Commodities and dedollarisation
  • Outlook for Bitcoin

Links:

Sponsors:

Stephan Livera links:

  continue reading

482 episodes

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