TIP251: Macro Themes - Summer 2019 w/ Luke Gromen (Business Podcast)

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

Guest
On today's show, we talk to macro investing expert, Luke Gromen, about the current market conditions.



IN THIS EPISODE YOU’LL LEARN:

  • Why we’re not a typical credit cycle.
  • The bull and bear case of commodities
  • Why the bond market should have higher yields than it has today
  • Which big tech stock to invest in and why



BOOKS AND RESOURCES




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