We Study Billionaires - The Investor’s Podcast Network podcast

BTC061: Global Macro Investing 1Q 2022 w/ Luke Gromen (Bitcoin Podcast)

0:00
1:10:31
15 Sekunden vorwärts
15 Sekunden vorwärts
IN THIS EPISODE, YOU’LL LEARN: 01:25 - Luke's overview of the Macro landscape. 11:53 - Luke's thoughts on the dollar for the first half of 2022. 18:08 - China's shift in monetary policy. 18:08 - How Preston and Luke are estimating how high interest rates might go. 26:55 - How currency exchange rates can offset interest rates (or make them twice as bad). 31:51 - How China's water problem could turn into a major energy crisis. 39:40 - How the reverse REPO system works. 59:27 - What if the Saudis break the petrodollar system? 1:08:42 - Luke's thoughts on Bill Miller's large Bitcoin position. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Luke Gromen's twitter Account. Luke's Website and newsletter. Luke's books on Amazon. Chinese Water Articles Luke talked about on the show. New to the show? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. SPONSORS Support our free podcast by supporting our sponsors: River Toyota NetSuite CI Financial Fidelity Wise TurboTax Fundrise NDTCO Linkedin Marketing Solutions Vacasa Babbel Shopify Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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