On today’s show, we talk to macro investing expert, Luke Gromen.
In this episode, you’ll learn:
- Why we’re not a typical credit cycle.
- The bull and bear case of 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
Luke Gromen’s website, The Forrest for the Trees
Kai-Fu Lee’s book, AI Superpowers – Read reviews of this book
Tweet directly to Luke @LukeGromen
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MOST POPULAR PODCAST EPISODES
Though most of Luke Gromen’s comments were way over my head I think the podcast was worth my time. I liked the question about what one thing to invest in and Luke’s answer. Sounds like a very scary scenario. Should I move all my assets to gold, bitcoin, emerging market equities, and value stocks? What about cash? Will it become worthless?