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

  • 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:

  • 01:25 - 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.



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