We Study Billionaires - The Investor’s Podcast Network
Business:Investing
In this episode, Luke Gromen navigates through Berkshire's $167.6B cash, his 2023 market optimism, US liquidity measures, and escalating real estate loan concerns. He discusses inflation's return, unemployment trends, interest rates, and Bitcoin's impact on energy. The dialogue also touches on the Fed's control illusion, CEO stock sales, Bitcoin's fiscal role, auction failures, QE's return, and treasury yield trends, providing a rich macroeconomic overview amidst evolving market dynamics.
IN THIS EPISODE YOU’LL LEARN:
BOOKS AND RESOURCES
NEW TO THE SHOW?
SPONSORS
Support our free podcast by supporting our sponsors:
Learn more about your ad choices. Visit megaphone.fm/adchoices
TIP558: How Ackman & Taleb Profited Billions During Market Crashes w/ Scott Patterson
BTC133: Creating a New Libor on Bitcoin w/ Jesse Shrader (Bitcoin Podcast)
TIP557: Mastermind Q2 2023 w/ Tobias Carlisle and Hari Ramachandra
TIP556: 100 to 1 in the Stock Market by Thomas Phelps
BTC132: Mental Models For Understanding Bitcoin w/ Anil Patel (Bitcoin Podcast)
RWH027: High-Quality Investing w/ Christopher Begg
TIP555: Lessons from the World's Greatest Capital Allocators
BTC131: Positioning For the Bitcoin Boom w/ Tuur Demeester (Bitcoin Podcast)
TIP554: Mental Models for Successful Investing w/ John Jennings
TIP553: Why Hard Assets are Positioned to Outperform w/ Tavi Costa
BTC130: Inscriptions & High Fees On Bitcoin L1 w/ Tuur Demeester (Bitcoin Podcast)
TIP552: Mastering the Art of Investing: A Deep Dive w/ Sam Zell
TIP551: Berkshire Hathaway Annual Shareholders Meeting 2023
BTC129: How the IMF and World Bank Sell Exploitation As Development w/ Alex Gladstein (Bitcoin Podcast)
TIP550: Masterclass w/ Mohnish Pabrai
TIP549: 2 High-Quality Compounders
BTC128: Evolving w/ the Technium w/ Kevin Kelly (Bitcoin Fundamentals)
TIP548: Berkshire Hathaway Masterclass 2023 w/ Chris Bloomstran
TIP547: The Truth About Stock Market Forecasts
BTC127: Long-Term Holders Driving the Bitcoin Market w/ Dylan LeClair (Bitcoin Podcast)
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Money Girl
So Money with Farnoosh Torabi
The YNAB Podcast
Money Tree Investing
The Disciplined Investor