Episode notes
Natalie Brunell is joined by prominent analyst Luke Gromen to share a critical macro update on the U.S. economy, the debt spiral, and what it means for gold and Bitcoin. He explains why the current path is unsustainable—and how investors can prepare.
Topics covered include: -
- Why cutting government spending could crash the economy
- The dangerous “order of operations” policymakers are ignoring
- How gold, and eventually Bitcoin, could replace U.S. Treasuries as reserve assets
- Why Wall Street is in denial about what’s coming
- The role of negative real rates and financial repression -
- What happens if the U.S. revalues gold… and what that means for Bitcoin
- Luke’s outlook on Bitcoin decoupling from stocks
- What the next 3–5 months could look like and why the clock is ticking
- How to prepare for a potential reset in the global monetary system
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Guest Biography: Luke Gromen is a macroeconomist and founder and president of Forest for the Trees, a research firm he started in 2014 specializing in global macroeconomic, thematic and sector trends. Luke holds a BBA in Finance and Accounting from the University of Cincinnati and received his MBA from Case Western Reserve University. He earned the CFA designation in 2003. He publishes macro updates at @LukeGromenFFTTLLC
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This podcast is for educational purposes and should not be construed as official investment advice.
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