On today’s show, Preston and Stig talk to Luke Gromen about recent macro trends between the US and China.
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
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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
Tweet directly to Luke @LukeGromen
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