The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
TIP219: US & China - Stocks, Bonds, Currencies, & Commodities w/ Luke Gromen (Business Podcast)
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Show notes
On today's show, we talk about the impact on financial markets in the US and China with Macro expert, Luke Gromen.
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.
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Kai-Fu Lee’s book, AI Superpowers – Read reviews of this book.
Luke Gromen’s website, The Forrest for the Trees.
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