Episode notes
IN THIS EPISODE, YOU’LL LEARN:
- Luke's overview of the Macro landscape.
- China's shift in monetary policy.
- Luke's thoughts on the dollar for the first half of 2022.
- How Preston and Luke are estimating how high interest rates might go.
- How currency exchange rates can offset interest rates (or make them twice as bad).
- How China's water problem could turn into a major energy crisis.
- How the reverse REPO system works.
- Luke's thoughts on Bill Miller's large Bitcoin position.
- What if the Saudis break the petrodollar system?
BOOKS AND RESOURCES
- Luke Gromen's twitter Account.
- Luke's Website and newsletter.
- Luke's books on Amazon.
- Chinese Water Articles Luke talked about on the show.
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