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BTC061: Global Macro Investing 1Q 2022 w/ Luke Gromen (Bitcoin Podcast)

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Manage episode 317919824 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:

  • 01:25 - Luke's overview of the Macro landscape.
  • 11:53 - Luke's thoughts on the dollar for the first half of 2022.
  • 18:08 - China's shift in monetary policy.
  • 18:08 - How Preston and Luke are estimating how high interest rates might go.
  • 26:55 - How currency exchange rates can offset interest rates (or make them twice as bad).
  • 31:51 - How China's water problem could turn into a major energy crisis.
  • 39:40 - How the reverse REPO system works.
  • 59:27 - What if the Saudis break the petrodollar system?
  • 1:08:42 - Luke's thoughts on Bill Miller's large Bitcoin position.

*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

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

883 afleveringen

Artwork
iconDelen
 
Manage episode 317919824 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:

  • 01:25 - Luke's overview of the Macro landscape.
  • 11:53 - Luke's thoughts on the dollar for the first half of 2022.
  • 18:08 - China's shift in monetary policy.
  • 18:08 - How Preston and Luke are estimating how high interest rates might go.
  • 26:55 - How currency exchange rates can offset interest rates (or make them twice as bad).
  • 31:51 - How China's water problem could turn into a major energy crisis.
  • 39:40 - How the reverse REPO system works.
  • 59:27 - What if the Saudis break the petrodollar system?
  • 1:08:42 - Luke's thoughts on Bill Miller's large Bitcoin position.

*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

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

883 afleveringen

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