The power of Data is undeniable. And unharnessed - it’s nothing but chaos. Making data your ally. Using it to lead with confidence and clarity. Host Jess Carter is solving problems in real-time to reveal what’s possible. Helping communities and people thrive. This is Data Driven Leadership, a show brought to you by Resultant.
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Content provided by Unchained Capital, Inc and Unchained Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Unchained Capital, Inc and Unchained Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Entering a liquidity acceleration phase with Luke Gromen
Manage episode 445299838 series 3516333
Content provided by Unchained Capital, Inc and Unchained Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Unchained Capital, Inc and Unchained Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode, we sit down with Luke Gromen to unpack the U.S. fiscal landscape, exploring the growing strain of true interest expense and why the world may be entering a liquidity acceleration phase. Luke highlights some of the most crowded and least crowded trades in the market today and explains why gold miners are taking on a new role, while commodity stocks resemble bonds. We also discuss the potential release valves of gold, oil, and bitcoin. Luke provides insights into the shifting dynamics of physical versus paper assets, the repricing of bonds and hard assets, and bitcoin’s potential place in central bank reserves. Additionally, we cover China’s latest economic moves, the ongoing global debt bubble, and the potential impact of the U.S. Presidential election.
SUPPORT THE PODCAST:
→ Subscribe
→ Leave a review
→ Share the show with your friends and family
→ Send us an email [email protected]
→ Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description
→ Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier
TIMESTAMPS:
00:00 - Intro
01:06 - The U.S. fiscal situation and 'true interest expense'
02:49 - U.S. fiscal tightening and liquidity needs
04:03 - 'America doesn’t get to do collectively stupid stuff with borrowed money forever'
04:51 - What is money?
07:13 - Most crowded and least crowded trades today
08:39 - 'Gold miners are the new commodity stocks, commodity stocks are the new bonds'
12:07 - The release valve: gold, oil, and maybe bitcoin
14:21 - Bitcoin miners as the new gold miners?
16:06 - The importance of physical versus paper assets
20:10 - The accelerating repricing event in bonds and hard assets
23:49 - How bitcoin and gold fit into the reserve asset narrative
33:14 - Will central banks eventually hold bitcoin?
35:00 - China’s aggressive stimulus and what it means for global markets
39:00 - The global sovereign debt bubble and the U.S. deficit
40:21 - U.S. Presidential election and fiscal largesse
41:59 - Repricing of gold and bitcoin
49:10 - What most bitcoiners disagree with Luke on
50:24 - The biggest risks to bitcoin and gold
55:00 - Outro and where to find more of Luke’s work
WHERE TO FOLLOW US:
→ Unchained Twitter: https://twitter.com/unchainedcom
→ Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom
→ Unchained Newsletter: https://unchained.com/newsletter
→ Joe Burnett’s Twitter: https://twitter.com/IIICapital
→ Luke Gromen’s Twitter: https://x.com/LukeGromen
90 episodes
Share
Manage episode 445299838 series 3516333
Content provided by Unchained Capital, Inc and Unchained Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Unchained Capital, Inc and Unchained Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode, we sit down with Luke Gromen to unpack the U.S. fiscal landscape, exploring the growing strain of true interest expense and why the world may be entering a liquidity acceleration phase. Luke highlights some of the most crowded and least crowded trades in the market today and explains why gold miners are taking on a new role, while commodity stocks resemble bonds. We also discuss the potential release valves of gold, oil, and bitcoin. Luke provides insights into the shifting dynamics of physical versus paper assets, the repricing of bonds and hard assets, and bitcoin’s potential place in central bank reserves. Additionally, we cover China’s latest economic moves, the ongoing global debt bubble, and the potential impact of the U.S. Presidential election.
SUPPORT THE PODCAST:
→ Subscribe
→ Leave a review
→ Share the show with your friends and family
→ Send us an email [email protected]
→ Learn more about Unchained: https://unchained.com/?utm_source=youtube&utm_medium=video&utm_campaign=TBF-podcast-description
→ Buy bitcoin in an IRA—sign up today and get your first year free: unchained.com/frontier
TIMESTAMPS:
00:00 - Intro
01:06 - The U.S. fiscal situation and 'true interest expense'
02:49 - U.S. fiscal tightening and liquidity needs
04:03 - 'America doesn’t get to do collectively stupid stuff with borrowed money forever'
04:51 - What is money?
07:13 - Most crowded and least crowded trades today
08:39 - 'Gold miners are the new commodity stocks, commodity stocks are the new bonds'
12:07 - The release valve: gold, oil, and maybe bitcoin
14:21 - Bitcoin miners as the new gold miners?
16:06 - The importance of physical versus paper assets
20:10 - The accelerating repricing event in bonds and hard assets
23:49 - How bitcoin and gold fit into the reserve asset narrative
33:14 - Will central banks eventually hold bitcoin?
35:00 - China’s aggressive stimulus and what it means for global markets
39:00 - The global sovereign debt bubble and the U.S. deficit
40:21 - U.S. Presidential election and fiscal largesse
41:59 - Repricing of gold and bitcoin
49:10 - What most bitcoiners disagree with Luke on
50:24 - The biggest risks to bitcoin and gold
55:00 - Outro and where to find more of Luke’s work
WHERE TO FOLLOW US:
→ Unchained Twitter: https://twitter.com/unchainedcom
→ Unchained LinkedIn: https://www.linkedin.com/company/unchainedcom
→ Unchained Newsletter: https://unchained.com/newsletter
→ Joe Burnett’s Twitter: https://twitter.com/IIICapital
→ Luke Gromen’s Twitter: https://x.com/LukeGromen
90 episodes
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Similar to The Bitcoin Frontier
The power of Data is undeniable. And unharnessed - it’s nothing but chaos. Making data your ally. Using it to lead with confidence and clarity. Host Jess Carter is solving problems in real-time to reveal what’s possible. Helping communities and people thrive. This is Data Driven Leadership, a show brought to you by Resultant.
…
continue reading
Africa-focused technology, digital and innovation ecosystem insight and commentary.
…
continue reading
Show notes are at https://stevelitchfield.com/sshow/chat.html
…
continue reading
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continue reading
Exploring React Native Together
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continue reading
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