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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