All-Stars #70 Luke Gromen: The official narrative just FAILED!

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 15 October 2019

⏱️ 19 minutes

🔗️ Recording | iTunes | RSS

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Summary

All-Star Luke Gromen says the official narrative just failed: The notion that the USD shortage would affect the rest of the world before it would affect the U.S. just collapsed according to Luke, and this creates investable opportunities. Link: http://bit.ly/35yXnw4

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.
0:30.4	Macrovoises All Stars episode 70 was recorded on October 14th, 2019.
0:36.4	I'm Eric Townsend.
0:37.9	Forest for the trees founder Luke Gromund is back with us this week.
0:42.2	Luke, what's caught your attention recently?
0:44.8	Hey Eric, thanks for having me back on.
0:46.2	You know what caught my attention.
0:47.7	Have you ever seen the Harrison Ford movie, the fugitive?
0:51.6	Harrison Ford and Tommy Lee Jones classic movie.
0:55.0	Oh good, good.
0:56.6	So even you'll know that in this movie there's a great scene where Harrison Ford who's desperately
1:02.6	trying to find out who actually killed his wife and hopefully I'm not giving away any
1:06.2	spoilers here.
1:07.6	But Harrison Ford's character finds some incriminating pictures tying some other characters
1:12.5	to the crime.
1:13.5	And so he calls US Marshal Samuel Gerard who, as you noted, played brilliantly by
1:17.8	Tommy Lee Jones.
1:18.9	And Harrison Ford's character says, do you remember what I told you in the tunnel?
1:23.1	And Tommy Lee Jones character says, I don't care.
	...

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