Luke Gromen is a macroeconomist and founder and president of Forest for the Trees, a research firm he started in 2014 specializing in global macroeconomic, thematic and sector trends. Luke holds a BBA in Finance and Accounting from the University of Cincinnati and received his MBA from Case Western Reserve University. He earned the CFA designation in 2003.
0:00 Swan Bitcoin promo 1:18 Born and raised in Ohio, attending University of Cincinnati 5:47 Starting in architecture, pivoting to finance and economics 7:56 Lessons from bubbles 13:36 Russia and China, "dedollarization" of commodities 18:40 Future of US dollar in next 10-20 years 23:41 Powell's paradox 28:00 "I think we're going to see the global economy really come unhinged." 29:57 Consumer Price Index (CPI), double-digit inflation coming 31:35 Major capitulation event? True bottom? Fed basis points