Before we get going, here's the bit where I remind you that nothing we discussed should be considered as investment advice. This conversation is for informational and hopefully entertainment purposes only.

So while we hope you find it both informative and entertaining, please do your own research or speak

to a financial advisor before putting a dime of your money into these crazy markets.

And now, on with the show. Welcome everybody to another edition of Shifts Happen, featuring my mate and co-P the superb Luke Grommon of forests for the trees.

Luke's work has been incredibly important to me as you'll hear me saying the

podcast in putting together an awful lot of dots which at the time I first came across

in back in 2014 didn't seem that important but they just sparked so many

connections in my head and it gave me a whole new way to think about the

world and that way to think about the world has been incredibly valuable as things have morphed and changed

geopolitically and in the financial system over the intervening decades.

So I'm delighted to have these conversations for them.

It's been a while since our last one,

because we've both been busy.

And as you'll see, there's an awful lot to talk about.

So without any further ado, why don't I just jump into this

and let you hear my conversation with the brilliant Luke Grumman.

Luke, my man, how are you, mate? It's been way too long.

It's been, well, it's last year we last saw each other.

Yeah, it's, uh, I think that's right.

It's been, things are great.

How about you you my friend?

Very very good indeed yeah can't complain and as they say even if I did nobody would

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