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BTC045: Luke Gromen on China, Evergrande, Macro, & Bitcoin

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Manage episode 303382997 series 1394353
Inhoud geleverd door Stig Brodersen and The Investor's Podcast Network. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Stig Brodersen and The Investor's Podcast Network of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

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

SPONSORS

Support our free podcast by supporting our sponsors:

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

881 afleveringen

Artwork
iconDelen
 
Manage episode 303382997 series 1394353
Inhoud geleverd door Stig Brodersen and The Investor's Podcast Network. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Stig Brodersen and The Investor's Podcast Network of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

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

SPONSORS

Support our free podcast by supporting our sponsors:

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

881 afleveringen

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