Luke Gromen: Black Diamond Markets & The Avalanche Of Worry On The Tape With Danny Moses podcast

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On The Tape with Danny Moses »
Luke Gromen: Black Diamond Markets & The Avalanche of Worry

4d ago 43:26

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In this episode of On the Tape, Luke Gromen, founder and president of Forest for the Trees, returns to discuss current market trends. Luke anticipates that the back half of 2025 may be positive for risk assets due to benefits from the tax bill, deregulation, and dollar weakness, though he maintains long-term concerns. He sees gold and Bitcoin benefiting from market volatility and explores the implications of the dollar's decline as the world's reserve currency. The discussion also covers the Federal Reserve's strategies, tariffs, and China's influence on global conflict dynamics. Luke shares insights on why he remains net bullish for the second half of the year, while also highlighting short-term concerns.

Timecodes

0:00 - Intro

1:30 - Where We Left Off

8:40 - The Dollar

14:45 - Tax Bill Fallout

19:30 - The Fed

29:55 - Gold/Oil Ratio

37:30 - Bitcoin

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ABOUT THE SHOW
For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.

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