BTC045: Luke Gromen on China, Evergrande, Macro, & Bitcoin

[We Study Billionaires - The Investor’s Podcast]

IN THIS EPISODE, YOU’LL LEARN:

• 01:18 - Has the global economy ran out of steam?
• 12:46 - What's the real story with inflation and what's causing it?
• 24:31 - What is Luke's opinion on China's Evergrande?
• 32:09 - The Debt Ceiling getting raised.
• 52:36 - Bitcoin.
• 55:44 - When does the debt go from depressive to manic?
• 01:04:40 - Gary Gensler on Digital Assets.
• 01:08:57 - Luke's favorite Macro investment thesis.

*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's Books on Amazon.
• Luke's Macro Research Firm.
• Lyn Alden's paper on Inflation.
• Read the 9 Key Steps to Effective Personal Financial Management.
• Browse through all our episodes (complete with transcripts) here.

SPONSORS

Support our free podcast by supporting our sponsors:

• River
• Toyota
• TurboTax
• Fidelity
• Meyka
• NDTCO
• Fundrise
• iFlex Stretch Studios
• Public
• NerdWallet
• American Express
• Shopify
• NetSuite

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