TIP251: Macro Themes - Summer 2019 w/ Luke Gromen (Business Podcast)

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Business, Education, Investing

4.6 • 3.6K Ratings

🗓️ 14 July 2019

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On today's show, we talk to macro investing expert, Luke Gromen, about the current market conditions. 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 BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Luke Gromen’s website, The Forrest for the Trees Download your free audio book at Audible. NEW TO THE SHOW? Check out our We Study Billionaires 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: ⁠HardBlock⁠ ⁠Human Rights Foundation⁠ ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Vanta⁠ HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 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Transcript

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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
	...

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