“My sense of where we are is... we're basically in the first bursting global sovereign debt bubble in 100 years.” – Luke Gromen
Luke Gromen (@LukeGromen) is CEO and Founder of FFTT, LLC, a macroeconomic research firm. He publishes for institutional investors and corporate strategic planners in his weekly newsletter, Tree Rings. Prior to founding FFTT, Luke focused on investment research at Cleveland Research.
To listen to Luke's quick interview on habits, routines, and inspirations, click here.
For more, explore the transcript of this episode.
Chapters
- Luke's experience as an analyst at investment research firms
- Interpreting and presenting investment data
- How Luke started The Forest for the Trees
- Luke's take on the current financial climate
- The importance of owning assets in today's climate
- Perspectives on inflation
- Investing in alternative assets
- Gold and Bitcoin
- Recommended books and resources
Links
- Connect with Luke Gromen: Twitter | LinkedIn | Website
- Midwest Research
- Jeff Bezos - Regret Minimization Framework
- Paul Krugman
- Paul McAuley
- PIMCO
- American supply chains face a dire threat from China's water shortages - Gopal Reddy
- Bill Gates
- The Fed to the Rescue - Real Vision
- Dealing with the next downturn – BlackRock
- 2008 QE (Quantitative Easing)
- Common Knowledge Game - Ben Hunt
- Daniel Oliver of Myrmikan Capital
- Jordan Peterson
- Michael Saylor
Books Recommended by Luke Gromen
- Lords of Finance: The Bankers Who Broke the World by Liaquat Ahamed
- 1931: Debt, Crisis and the Rise of Hitler by Tobias Straumann
Learn More About This Topic
The Mr. X Interviews, Vol. 1 by Luke Gromen
Luke offers this free PDF on his website. Check it out for his perspective on the global currency system and what it means for your own investments.
Big Macro Picture with Luke Gromen, Lyn Alden and Travis Kling
This interview from Real Vision’s Crypto Gathering covers the current macroeconomic climate and its relationship with crypto.
Lords of Finance: The Bankers Who Broke the World by Liaquat Ahamed
This book, about the central bankers that helped cause the economic meltdown of the Great Depression, comes highly recommended by Luke.
How do governments create money out of thin air? - TED Talk
This quick presentation from Jonathan Smith provides insight on quantitative easing.
For an interesting look into how inflation affects our daily lives, try out this tool.
