This episode we have returning guest Luke Gromen, the founder of Forest for the Trees. Luke is one of my favorite macro analysts and I follow his work very closely.
This episode we talk about the current macro environment and what Luke is paying attention to in these volatile times. Luke talks about the problems we are facing with “Peak Cheap Energy” and how this trend will have a ripple effect across different countries and their battle against inflation.
Luke gives his nuanced take on the de-dollarization phenomenon we are seeing unfold over the last few years, and why he thinks countries are going to move to a self-custody reserve assets, but doesn’t think dollars are going away anytime soon.
Hope you enjoy the show!
Luke's company's website: https://fftt-llc.com/about/
My company's website: www.ancova.com
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