TIP251: Macro Themes - Summer 2019 w/ Luke Gromen (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 14 July 2019
⏱️ 47 minutes
🧾️ Download transcript
Summary
In this episode, you'll learn:
- Why we’re not a typical credit cycle.
- The bull and bear case of commodities
- Why the bond market should have higher yields than it has today
- Which big tech stock to invest in and why
Resources discussed during the show:
- Luke Gromen’s website, The Forrest for the Trees
- Download your free audio book at Audible.
- Find the best job candidate at Ziprecruiter.
- Grow your wealth without sacrificing your values with Swell.
- Send money abroad the smart way with Transferwise.
- Move your business to the cloud with Netsuite.
- Discover CMC Markets, the ultimate platform for online trading on mobile and desktop.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | You're listening to TIP. |
| 0:02.4 | Hey, how's everyone doing out there? |
| 0:04.1 | On today's show, we bring back one of our favorite guests, Mr. Luke Gromin. |
| 0:07.8 | Luke is an expert in discussing currencies, commodities, and global macro themes. |
| 0:12.5 | Luke has been in finance for 25 years and is the founder of his own macro-thematic research firm, |
| 0:17.5 | Forrest For The Trees. |
| 0:18.8 | So without further delay, we bring you a fan favorite, Luke Gromin. |
| 0:25.9 | You are listening to THE Investors Podcast. |
| 0:28.8 | Where we study the financial markets and read the books that influence self-made billionaires |
| 0:33.3 | the most, we keep you informed and prepared for the unexpected. |
| 0:46.2 | All right, welcome to THE Investors Podcast. |
| 0:48.4 | Some of your host, Preston Pition, is always on the company by my co-host, Stig Broderson. |
| 0:52.1 | And like we said in the introduction, we got Luke Gromin here. |
| 0:55.2 | Luke, you've been on the show quite a bit, but it's because you bring so much quality and |
| 0:59.6 | awesome comments. So I am really pumped to talk to you right now because this market's |
| 1:04.8 | getting really interesting. So welcome to the show, Luke. |
| 1:07.4 | Thanks for having me back up and I was excited to talk to you. |
| 1:09.8 | So let's get to it. |
| 1:11.1 | This is what I want to say. And I think it's important for people to understand the context of |
| 1:15.2 | this conversation. This is happening on the 25th of June 2019. So we're kind of at the start of |
| 1:21.2 | the summer. Things are looking really squirrely and quite strange in many different markets. |
| 1:27.6 | But the one that I want to start off the conversation with is currencies. What's your thought |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Stig Brodersen, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Stig Brodersen and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.