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.
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