TIP219: US & China - Stocks, Bonds, Currencies, & Commodities w/ Luke Gromen (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 2 December 2018
⏱️ 42 minutes
🧾️ Download transcript
Summary
In this episode, you'll learn:
- Why we’re not in a typical credit cycle.
- The bull and bear case for commodities
- Why the bond market should have higher yields than it has today
- Which big tech stock to invest in and why
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Transcript
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| 0:00.0 | You're listening to TIP. |
| 0:02.7 | On today's show, we bring back a guest by popular demand, Mr. Luke Gromin. |
| 0:07.5 | Luke is the founder of the research firm, Forrest for the Trees, and it's a macro research |
| 0:11.5 | firm that caters to institutional and private investors. |
| 0:14.8 | In our previous conversation with Luke at the beginning of 2018, we talked about China |
| 0:19.4 | and its interactions in the oil market. |
| 0:22.0 | On today's show, we pick up on some of those ideas and much, much more. |
| 0:25.6 | We talk stocks, we talk bonds, we talk currencies and commodities, so I think you're really |
| 0:30.8 | going to enjoy this big picture conversation and it's all relevant to where the market |
| 0:35.0 | is today. |
| 0:36.2 | So without further delay, here's our chat with Luke Gromin. |
| 0:39.4 | You are listening to the Investors Podcast. |
| 0:45.4 | Where we study the financial markets and read the books that influence self-made billionaires |
| 0:49.8 | the most. |
| 0:50.8 | We keep you informed and prepared for the unexpected. |
| 0:57.8 | All right, so welcome to the Investors Podcast. |
| 1:05.2 | I'm your host, Preston Pishin. |
| 1:06.2 | As always, I'm a company by my co-host, Stig Broderson. |
| 1:09.4 | And today we are really excited to bring back Luke Gromin as you heard in the introduction. |
| 1:14.5 | After our first interview with Luke, I just was thinking when's the next time we can bring |
| 1:18.9 | Luke back on and how fast can we do it? |
| 1:21.8 | So Luke, I'm really excited to have you back here on the show with us. |
... |
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