BTC101: 4th Quarter Macro Overview w/ Luke Gromen (Bitcoin Podcast)

IN THIS EPISODE, YOU’LL LEARN:

• 01:22 - What is happening between the United States and China with chip manufacturing?
• 04:55 - Is the FED being weaponized against Russia and China?
• 23:11 - What should people expect in the energy sector moving forward?
• 29:54 - Zoltan Pozsar's quote about commodity-backed money.
• 31:36 - Who's actually buying UST right now?
• 35:18 - What triggers the next big FED Pivot?
• 47:24 - What happens in US Real Estate with 30 year loans currently at 7.22% fixed.
• 48:25 - Luke's thoughts on the 3 month and 10 year treasury being at parity.
• 01:03:34 - What's currently happening the Japanese treasury market?

Disclaimer: Slight discrepancies in the timestamps 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's Books.
• Luke's Newsletter.
• Twitter thread on China-US Chip manufacturing.
• Related Episode: Russia Ukraine War & Global Macro Impacts w/ Luke Gromen - BTC067.
• Related Episode: Luke Gromen on China, Evergrande, Macro, & Bitcoin - BTC045.

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