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

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.

Intro  00:00

You’re listening to TIP.

Preston Pysh  00:02

Hey, how’s everyone doing out there? On today’s show we bring back one of our favorite guests Mr. Luke Gromen. Luke is an expert in discussing currencies, commodities and global macro themes. Luke has been in finance for 25 years and as the founder of his own macro thematic research firm, Forest for the Trees. So, without further delay, we bring you a fan favorite Luke Gromen.

Intro  00:26

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

Preston Pysh  00:46

Alright, welcome to The Investor’s Podcast. I’m your host Preston Pysh. As always, I’m accompanied by my co-host Stig Brodersen. Like we said in the introduction, we got Luke Gromen here. Luke, you’ve been on the show quite a bit but it’s because you bring so much quality and awesome comments. I am really pumped to talk to you right now because this market’s getting really interesting. Welcome to the show, Luke.

Luke Gromen  01:07

Thanks for having me back on, and I was excited to talk to you. So, let’s get to it.

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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

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