All-Stars #108 Luke Gromen: Central Banks on Steroids

Macro Voices

Hedge Fund Manager Erik Townsend

Investing, Business, Business:investing

4.8 • 3.4K Ratings

🗓️ 8 June 2020

⏱️ 18 minutes

🔗️ Recording | iTunes | RSS

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Summary

All-Star Luke Gromen is back to talk about how the Fed is tapering its balance sheet expansion and what that would mean for the markets. Link: https://bit.ly/3h65Jkt

Transcript

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0:00.0	This is a special edition of Macrovoises with hedge fund manager Eric Townsend.
0:14.2	The premier financial podcast targeting professional finance, high net worth individuals, family
0:19.8	offices, and other sophisticated investors.
0:23.0	Now for this special edition of Macrovoises, here's hedge fund manager Eric Townsend.
0:29.9	Macrovoises All Stars Episode 108 was recorded on June 8, 2020.
0:35.6	I'm Eric Townsend.
0:37.7	This episode of Macrovoises All Stars is brought to you by top traders on Plugged.com, the
0:43.0	leading podcast when it comes to quant and rules based investing.
0:47.2	I'll tell you how to claim a free copy of their new guide to the best investing books
0:52.4	ever written at the end of this episode.
0:55.3	Joining me this week is Forest for the Trees Founder Luke Gromund.
0:59.9	It's great to have you back.
1:01.5	What has been on your mind these days and these crazy markets?
1:05.3	Eric, thanks again for having me on.
1:07.7	It's great to be here.
1:08.7	I was looking back at my notes the last time we talked was on March 23rd, which as it
1:14.2	turned out was at least the intermediate or the near term low in stocks.
1:19.3	On that episode, I said a couple things that I think are critical for context from here.
1:23.0	I just wanted to take a moment to re-highlight them.
1:26.4	One of the things we said was, quote, remember, as we've highlighted on Macrovoises numerous
1:30.6	times, this crisis started with equity markets at 160% of GDP.
1:35.6	We've cited IRS data noting that net capital gains plus taxable IRA distributions are
	...

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