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

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

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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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