July 27, 2022

Replay: #78 The Forest for the Trees: On Inflation, Retail Investors, Precious Metals, and Bitcoin | Luke Gromen, Founder

Replay: #78 The Forest for the Trees: On Inflation, Retail Investors, Precious Metals, and Bitcoin | Luke Gromen, Founder

In Episode #78, we explore inflation, retail investors, precious metals, and Bitcoin. We’re joined by Luke Gromen, Founder of The Forest for the Trees. We cover Luke’s perspectives on inflation, investing in alternative assets, and interpreting investment data.


In Episode #78, we explore inflation, retail investors, precious metals, and Bitcoin. We’re joined by Luke Gromen, Founder of The Forest for the Trees. We cover Luke’s perspectives on inflation, investing in alternative assets, and interpreting investment data.

“My sense of where we are is... we're basically in the first bursting global sovereign debt bubble in 100 years.” – Luke Gromen

EPISODE GUIDE (LINKS, QUOTES, NOTES, AND BOOKS MENTIONED)

https://www.danielscrivner.com/notes/perspectives-data-analysis-inflation-fftt-luke-gromen-ig-show-notes

FULL TEXT TRANSCRIPT

https://www.danielscrivner.com/notes/perspectives-data-analysis-inflation-fftt-luke-gromen-ig-transcript 

CHAPTERS

This episode is our definitive guide to inflation, retail investors, precious metals, and Bitcoin. In it we cover:

  • (00:00:00) – Introduction
  • (00:02:02) – Luke's experience as an analyst at investment research firms
  • (00:09:37) – Interpreting and presenting investment data
  • (00:12:05) – How Luke started The Forest for the Trees
  • (00:17:22) – Luke's take on the current financial climate
  • (00:20:34) – The importance of owning assets in today's climate
  • (00:23:58) – Perspectives on inflation
  • (00:41:15) – Investing in alternative assets
  • (00:50:54) – Gold and Bitcoin
  • (00:54:53) – Recommended books and resources


ABOUT THE FOREST FOR THE TREES

Luke Gromen publishes a weekly macro research report read by institutional and individual investors alike, called Tree Rings. And he's also the author of Mr. X Interviews volume one and two.

After working as an analyst for 20 plus years, Luke founded the Forest for The Trees in 2014. Luke is known as one of today's best macroeconomic thinkers. His view is that as data becomes increasingly commoditized, free thinking becomes priceless. And that's exactly why I wanted to have him on the show. After an incredibly tumultuous 2021, I wanted to sit down with Luke to get his thoughts on the last year, the road ahead, and some of the toughest challenges we're facing today, from a multi decade high in inflation to shifts in how we collectively think about money. 

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