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cover of episode SLP453 Luke Gromen - Soft Landing or Hard Landing?

SLP453 Luke Gromen - Soft Landing or Hard Landing?

2023/1/26
logo of podcast Stephan Livera Podcast

Stephan Livera Podcast

Shownotes Transcript

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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