IN THIS EPISODE, YOU’LL LEARN:
- Luke's overview of the Macro landscape
- China's shift in monetary policy
- Luke's thoughts on the dollar for the first half of 2022
- How Preston and Luke are estimating how high interest rates might go
- How currency exchange rates can offset interest rates (or make them twice as bad)
- How China's water problem could turn into a major energy crisis
- How the reverse REPO system works
- Luke's thoughts on Bill Miller's large Bitcoin position
- What if the Saudis break the petrodollar system
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Luke Gromen's twitter Account
- Luke's Website and newsletter
- Luke's books on Amazon
- Chinese Water Articles Luke talked about on the show
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