The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
BTC045: Luke Gromen on China, Evergrande, Macro, & Bitcoin
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Show notes
IN THIS EPISODE, YOU’LL LEARN:
01:18 - Has the global economy ran out of steam?
12:46 - What's the real story with inflation and what's causing it?
24:31 - What is Luke's opinion on China's Evergrande?
32:09 - The Debt Ceiling getting raised.
52:36 - Bitcoin.
55:44 - When does the debt go from depressive to manic?
01:04:40 - Gary Gensler on Digital Assets.
01:08:57 - Luke's favorite Macro investment thesis.
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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's Books on Amazon.
Luke's Macro Research Firm.
Lyn Alden's paper on Inflation.
Read the 9 Key Steps to Effective Personal Financial Management.
Browse through all our episodes (complete with transcripts) here.
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