BTC184: Q2 Macro w/ Luke Gromen (Bitcoin Podcast)

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 29 May 2024

⏱️ 64 minutes

🔗️ Recording | iTunes | RSS

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Summary

In this episode of the Bitcoin Fundamentals Podcast, Luke Gromen discusses the macroeconomic outlook for the upcoming year. We cover the Fed/Treasury cap on USD, UST yields, potential changes in housing inflation metrics, and the significant backlog in transmission interconnections. Additionally, Luke explores the implications of a $1.8 trillion housing stimulus, key commodities like copper and uranium, the Japan treasury market, and how these factors could impact Bitcoin. IN THIS EPISODE YOU’LL LEARN: The current Fed/Treasury cap on USD and UST yields. Potential changes in how housing inflation is measured. The implications of a $1.8 trillion housing stimulus. The backlog in transmission interconnections and its impact. Key trends in commodities like copper and uranium. Insights into the Japan treasury market. The effects of stablecoins on the dollar’s utility. How these macroeconomic factors could impact Bitcoin. BOOKS AND RESOURCES Luke Gromen’s FFTT Newsletter. Luke Gromen's Twitter. Luke Gromen’s Books on Amazon. Related episode: Listen to BTC172: Macro Outlook Q1 2024 w/ Luke Gromen, watch the video. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River Toyota Sun Life AFR The Bitcoin Way AT&T Sound Advisory Industrious Range Rover iFlex Stretch Studios Meyka Yahoo! Finance Vacasa Briggs & Riley Public American Express USPS Shopify Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:03.0	Hey everyone, welcome to this Wednesday's release of the Bitcoin Fundamentals
0:06.1	podcast.
0:07.5	This episode is brought to you by River, the place that I personally go to
0:11.0	securely invest in Bitcoin with confidence and with zero fees.
0:15.2	On today's show I have the brilliant Luke Roman to discuss the big picture economic outlook
0:20.1	for the rest of the year.
0:21.8	We'll dive into the Fed Treasury cap on the US dollar and the US Treasury
0:25.8	yield, potential housing inflation changes, and a significant backlog in transmission
0:31.0	interconnections. We'll also touch on key commodities, the Japanese
0:35.3	Treasury market, and how these factors could impact Bitcoin moving forward.
0:40.0	All right, so let's jump right to it, and here's my interview with the thoughtful Mr Luke Roman
0:48.8	Celebrating 10 years you are listening to Bitcoin Fundamentals by the Investors Podcast Network.
0:55.8	Now for your host, Preston Pish. Hey everyone. Welcome to the show. I'm here with the one and only Luke
1:10.0	Roman. Luke, welcome back. Great to be back, my friend. How are you?
1:14.0	Doing great.
1:16.0	I want to start off where we always start off,
1:18.0	which is kind of your overall big picture.
1:20.0	I don't think too much has changed since the last time we talk because when we talked last you were
1:25.2	suggesting that maybe by early summer that they were going to have to really kind of devalue the dollar and that was going to be the big play to kind of keep liquidity in the system.
1:34.8	I don't think, because I read your weekly reports, I don't think too much has changed from that
1:39.4	thesis. I'm just kind of curious if you have anything that's additive or if I am off base let me know.
	...

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