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

We Study Billionaires - The Investor’s Podcast Network

Nội dung được cung cấp bởi Stig Brodersen and The Investor's Podcast Network. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Stig Brodersen and The Investor's Podcast Network hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

2y ago 1:10:31

MP3•Trang chủ episode

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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Luke's Website and newsletter.
Luke's books on Amazon.
Chinese Water Articles Luke talked about on the show.
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