BTC061: Global Macro Investing 1Q 2022 w/ Luke Gromen (Bitcoin Podcast)

2022-01-19

IN THIS EPISODE, YOU’LL LEARN:Luke's overview of the Macro landscapeChina's shift in monetary policyLuke's thoughts on the dollar for the first half of 2022How Preston and Luke are estimating how high interest rates might goHow currency exchange rates can offset interest rates (or make them twice as bad)How China's water problem could turn into a major energy crisisHow the reverse REPO system worksLuke's thoughts on Bill Miller's large Bitcoin positionWhat if the Saudis break the petrodollar s...

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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