IN THIS EPISODE, YOU’LL LEARN:

• Why we’re not in a typical credit cycle.
• The bull and bear case for commodities.
• Why the bond market should have higher yields than it has today.
• Which big tech stock to invest in and why.

TRANSCRIPT

Disclaimer: The transcript that follows has been generated using artificial intelligence. We strive to be as accurate as possible, but minor errors and slightly off timestamps may be present due to platform differences.

Preston Pysh  0:02  

On today’s show, we bring back a guest by popular demand Mr. Luke Gromen. Luke is the founder of the research firm Forest for the Trees. It’s a macro research firm that caters to institutional and private investors. 

In our previous conversation with Luke at the beginning of 2018, we talked about China and its interactions in the oil market. On today’s show, we pick up on some of those ideas and much more. We talk stocks, we talk bonds, we talk currencies and commodities. I therefore think you’re really going to enjoy this big picture conversation and it’s all relevant to where the market is today. Without further delay, here’s our chat with Luke Gromen.

Intro  0:42  

You are listening to The Investor’s Podcast where we study the financial markets and read the books that influenced self-made billionaires the most. We keep you informed and prepared for the unexpected.

Preston Pysh  1:03  

Welcome to The Investor’s Podcast. I’m your host Preston Pysh. As always, I’m accompanied by my co-host, Stig Brodersen. 

Today, we are really excited to bring back Luke Gromen as you heard in the introduction. After our first interview with Luke, I just was thinking, when’s the next time we can bring Luke back on and how fast can we do it? So Luke, I’m really excited to have you back here on the show with us.

Luke Gromen  1:24  

Thanks for having me back. I’m excited to be back. 

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BOOKS AND RESOURCES

• Kai-Fu Lee’s book, AI Superpowers – Read reviews of this book.
• Luke Gromen’s website, The Forrest for the Trees.

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