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

We Study Billionaires - The Investor’s Podcast Network

English - January 19, 2022 02:32 - 1 hour - ★★★★★ - 3.1K ratings
Investing Business Education warren buffett valueinvesting investingpodcast investorspodcast prestonpysh stigbrodersen stockinvesting Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Classic 03: Seth Klarman's Book - Margin of Safety

Next Episode: TIP415: Adventures in Fintech with Logan Allin

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.

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 Gromen's twitter Account.

Luke's Website and newsletter.

Luke's books on Amazon.

Chinese Water Articles Luke talked about on the show.

New to the show? Check out our We Study Billionaires Starter Packs.

Browse through all our episodes (complete with transcripts) here.

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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.

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 Gromen's twitter Account.

Luke's Website and newsletter.

Luke's books on Amazon.

Chinese Water Articles Luke talked about on the show.
New to the show? Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.

Twitter Mentions

@lukegromen