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

 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

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• Found
• American Express
• BAM Capital
• Fundrise
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