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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Browse through all our episodes (complete with transcripts) here.