BTC061: Global Macro Investing 1Q 2022 w/ Luke Gromen (Bitcoin Podcast)
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 19 January 2022
⏱️ 75 minutes
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| 0:00.0 | You're listening to TIP. |
| 0:30.0 | You're listening to Bitcoin Fundamentals by the Investors Podcast Network. |
| 0:54.0 | Now for your host Preston Pish. |
| 1:06.0 | Hey everyone, welcome to the show. Like we said in the intro, we're here with Luke |
| 1:10.8 | Roman. Luke, the Alec Baldwin of the Investors Podcast, and I say that I'm |
| 1:16.8 | saying the SNL, you know, how Alec Baldwin hosted SNL so many times that you |
| 1:21.7 | are here. It's you. I'm not going to shoot you. We're recording this on |
| 1:26.7 | 12 January 2022. What's your overview of how you're seeing the market? And just for context, |
| 1:32.8 | we just found out that the CPI came in at 7%. Today and your treasuries at what, 1.7%? Boy, |
| 1:42.0 | oh boy, let's hear it. What's your overview? A couple of different minds, I guess, a little |
| 1:47.6 | bit. And first off, thanks for having me on. And happy birthday to you. I'm what you're |
| 1:52.2 | doing on with me and your birthday, but happy birthday, my friend. But I'm of a couple |
| 1:56.2 | of minds. I came out of last year and into early this year with the view that I disagreed. |
| 2:03.2 | It seems to be a lot of people think this is just another rate hiking cycle. I think |
| 2:08.0 | there are a lot of things that are very, very different. And so for example, something |
| 2:12.3 | I wrote a couple of weeks ago or a week and a half ago or so, I highlighted the tightening |
| 2:18.4 | cycle is occurring in the context of a bunch of things that no one alive has ever invested |
| 2:23.1 | through. So for example, obviously we're in our first pandemic recovery in 50 to 100 |
| 2:28.0 | years. Something we've been talking about for ad nauseam is I think we're living through |
| 2:32.2 | the first bursting global sovereign debt bubble in 100 years. And we think you're going |
| 2:36.2 | to need negative real rates sustained basis, increasingly negative to make global sovereign |
| 2:40.7 | debt and fiscal positions and entitlement obligations in the West in particular sustainable. |
... |
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