SLP453 Luke Gromen - Soft Landing or Hard Landing?

SLP453 Luke Gromen - Soft Landing or Hard Landing?

Stephan Livera Podcast

Luke Gromen of Forest For The Trees rejoins me on the show to talk about his macro views:

  • Soft landing vs hard landing
  • Government debt levels
  • US Interest rates and “chicken-pivot”
  • Commodities and dedollarisation
  • Outlook for Bitcoin

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