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

  • Thread starter We Study Billionaires - The Investor’s Podcast
  • Start date
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We Study Billionaires - The Investor’s Podcast

Guest
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.



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