A Macro take on Russia’s Gambit, Oil, Gold, Bitcoin and more with Luke Gromen

The Derivative

Oil prices spiking. Wheat at new highs. A bid in Bitcoin. Russia’s invasion on its neighbor, Ukraine, got the world's attention and moved all sorts of markets. While our human side rallies around the Ukrainian people, our financial minds turn to wondering what is going on and what impact this chaos will bring on? To get a clearer global picture, Luke Gormen, a research pro focused on the macro picture and CEO of Forest for the Trees (FFTT, LLC), joins us for a unique discussion of what he is seeing and the outlook for oil wheat, ruble, gold, treasuries, and more!

We're getting into the trenches with Luke and talking what Putin’s grand gambit may be, including the danger to the U.S. dollar, new methods of financial warfare, who becomes the reserve currency in the end (the big $64,000 question), MMT, Gold, Oil, and Bitcoin. Stay tuned and discover where the delineation between the narrative and facts takes us!

Chapters:

00:00-01:43 = Intro

01:44-09:12 = Putin's Gambit –   an Attack on the US Dollar?

09:13-25:26 = Financial Warfare, Peak Cheap Oil, MMT, Gold & Bitcoin

25:27-38:13 = Macro Research, Creative Freedom & Fiscal Spending

38:14-52:51 = The Mr. X Interviews, Sectors vs Asset Classes & Narrative vs Fact

52:52-01:05:47 = What Would You invest in? & Bitcoin Positions

Follow along with Luke on Twitter @LukeGromen and visit fftt-llc.com for more information on The Forest for the Trees.

Don't forget to subscribe to The Derivative, and follow us on Twitter at @rcmAlts and our host Jeff at @AttainCap2, or LinkedIn , and Facebook, and sign-up for our blog digest.

Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer

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