TIP367: The Current Macro Landscape w/ Luke Gromen
We Study Billionaires - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 6 August 2021
⏱️ 61 minutes
🧾️ Download transcript
Summary
In today’s episode, Trey Lockerbie sits down with a TIP fan favorite, Luke Gromen. Trey takes the opportunity to dig into Luke’s worldview and take on the macro landscape we’ve been witnessing over the last few months.
IN THIS EPISODE, YOU'LL LEARN:
- (02:03) What is incentivizing the Fed and policymakers to continue their QE efforts
- (39:55) Peak Cheap Oil and its effects on the burgeoning EV market and underlying commodities
- (50:07) How gold might be positioning itself as a new wealth reserve asset and much more
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES:
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Transcript
Click on a timestamp to play from that location
| 0:00.0 | You're listening to TIP. |
| 0:02.4 | On today's episode, I sit down with TIP fan favorite Luke Groman. |
| 0:06.8 | I took the opportunity to dig into Luke's worldview and take on the macro landscape we've been |
| 0:11.4 | witnessing over the last few months. You discuss what is incentivizing the Fed and policy makers |
| 0:17.0 | to continue their QE efforts, peak cheap oil and its effects on the burgeoning electric vehicles |
| 0:22.6 | market and underlying commodities. How gold might actually be positioning itself as the new |
| 0:27.3 | wealth reserve asset and much much more? I really enjoyed learning from Luke and he really |
| 0:32.0 | brings the heat with this one so without further delay, I hope you enjoy this conversation with Luke Groman. |
| 0:41.6 | You are listening to the Investors podcast where we study the financial markets and read the |
| 0:46.9 | books that influence self-made billionaires the most. We keep you informed and prepared for the |
| 0:52.2 | unexpected. Welcome to the Investors podcast. I'm your host, Trey Lockerby and today I am so |
| 1:07.1 | excited to have back on the show Mr. Luke Groman. Welcome back. Great to be here, |
| 1:12.2 | Trey, thanks for being back on. You don't know this but you know before I was the host of this show, |
| 1:17.0 | I was a long time listener of this show and every time they had Luke Groman on the show, I would |
| 1:22.4 | fist pump in my car, you know, ready? I'm like, come you going, this is going to be a good one. |
| 1:26.5 | So I'm super excited to have you on as a guest and one thing that I've experienced personally |
| 1:32.6 | and maybe I think a lot of our listeners can relate to this is when I got into investing, |
| 1:36.9 | I was very micro focused and now I have such an interest in the macro environment but it's such |
| 1:42.0 | a beast to wrap your head around and a lot of times you're just piece-mealing little sound bites |
| 1:47.5 | from podcasts or articles and you're getting all these details and as Elon Musk once put it, |
| 1:54.0 | knowledge is like a semantic tree where you have to understand the fundamental principles, |
| 1:59.3 | you know, the tree before you get into those details the branches and the leaves and I'm finding |
... |
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