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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