We explore inflation, retail investors, precious metals, and Bitcoin. We’re joined by Luke Gromen, Founder of The Forest for the Trees. We cover Luke’s perspectives on inflation, investing in alternative assets, and interpreting investment data.
“My sense of where we are is... we're basically in the first bursting global sovereign debt bubble in 100 years.” – Luke Gromen
EPISODE GUIDE (LINKS, QUOTES, NOTES, AND BOOKS MENTIONED)
https://www.danielscrivner.com/notes/perspectives-data-analysis-inflation-fftt-luke-gromen-ig-show-notes
FULL TEXT TRANSCRIPT
https://www.danielscrivner.com/notes/perspectives-data-analysis-inflation-fftt-luke-gromen-ig-transcript
CHAPTERS
This episode is our definitive guide to inflation, retail investors, precious metals, and Bitcoin. In it we cover:
ABOUT THE FOREST FOR THE TREES
Luke Gromen publishes a weekly macro research report read by institutional and individual investors alike, called Tree Rings. And he's also the author of Mr. X Interviews volume one and two.
After working as an analyst for 20 plus years, Luke founded the Forest for The Trees in 2014. Luke is known as one of today's best macroeconomic thinkers. His view is that as data becomes increasingly commoditized, free thinking becomes priceless. And that's exactly why I wanted to have him on the show. After an incredibly tumultuous 2021, I wanted to sit down with Luke to get his thoughts on the last year, the road ahead, and some of the toughest challenges we're facing today, from a multi decade high in inflation to shifts in how we collectively think about money.
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ABOUT OUTLIER ACADEMY
Learn timeless lessons on work and life from iconic founders, world-renown investors, and bestselling authors. Outlier Academy is the forever school for those chasing greatness. Past guests include Gokul Rajaram of DoorDash, Scott Belsky of Benchmark and Adobe, Joey Krug of Pantera Capital, Mark Sisson of Primal Kitchen, Luke Gromen of The Forest for the Trees, and Brian Scudamore of 1-800-GOT-JUNK.
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ABOUT DANIEL SCRIVNER
Outlier Academy is hosted by Daniel Scrivner. Over the last 15 years, Daniel has led design teams at Square and Apple, turned around a $3M+ ARR SaaS business, and invested in more than 100 companies. He launched Outlier Academy in 2020 to learn from the world’s best founders, investors, authors, and peak performance experts.
Website: https://www.danielscrivner.com
Twitter: https://www.twitter.com/danielscrivner
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