Manage episode 345273327 series 1394353
IN THIS EPISODE, YOU’LL LEARN:
- 01:22 - What is happening between the United States and China with chip manufacturing?
- 04:55 - Is the FED being weaponized against Russia and China?
- 23:11 - What should people expect in the energy sector moving forward?
- 29:54 - Zoltan Pozsar's quote about commodity-backed money.
- 31:36 - Who's actually buying UST right now?
- 35:18 - What triggers the next big FED Pivot?
- 47:24 - What happens in US Real Estate with 30 year loans currently at 7.22% fixed.
- 48:25 - Luke's thoughts on the 3 month and 10 year treasury being at parity.
- 01:03:34 - What's currently happening the Japanese treasury market?
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Luke's Books.
- Luke's Newsletter.
- Twitter thread on China-US Chip manufacturing.
- Related Episode: Russia Ukraine War & Global Macro Impacts w/ Luke Gromen - BTC067.
- Related Episode: Luke Gromen on China, Evergrande, Macro, & Bitcoin - BTC045.
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