Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Stig Brodersen and The Investor's Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stig Brodersen and The Investor's Podcast Network 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://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

BTC254: Bitcoin & Macro Overview w/ Luke Gromen Q4 2025 (Bitcoin Podcast)

1:02:40
 
Share
 

Manage episode 520125114 series 1394353
Content provided by Stig Brodersen and The Investor's Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stig Brodersen and The Investor's Podcast Network 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://player.fm/legal.

Luke and Preston delve into America's financial fragility, exploring Treasury funding risks, shifting global power dynamics, and Fed policy challenges.

They discuss the rising relevance of Bitcoin and gold amid liquidity constraints, and how economic missteps, tech sector bottlenecks, and geopolitical shifts may shape the future.

IN THIS EPISODE YOU’LL LEARN:

00:00:00 - Intro

00:01:37 - Why the U.S. faces a multi-pronged "poly crisis" despite strong tax receipts

00:02:20 - How short-term debt issuance is straining financial system liquidity

00:04:02 - Why Japan’s bond and currency trends signal deeper global shifts

00:05:10 - The impact of U.S. shale decline and oil demand on inflation

00:12:18 - How hedge funds are absorbing Treasury debt—and why it matters

00:06:27 - The surprising risk factors in the tech sector like hyperscaler power limits

00:19:31 - The contradiction in U.S. housing policy and mortgage lengths

00:26:06 - Why Bitcoin and gold are diverging in investor appeal

00:49:16 - How global power shifts and sanctions are elevating gold’s role

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our ⁠⁠⁠⁠⁠⁠sponsors⁠⁠⁠⁠⁠⁠:

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

1130 episodes

Artwork
iconShare
 
Manage episode 520125114 series 1394353
Content provided by Stig Brodersen and The Investor's Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stig Brodersen and The Investor's Podcast Network 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://player.fm/legal.

Luke and Preston delve into America's financial fragility, exploring Treasury funding risks, shifting global power dynamics, and Fed policy challenges.

They discuss the rising relevance of Bitcoin and gold amid liquidity constraints, and how economic missteps, tech sector bottlenecks, and geopolitical shifts may shape the future.

IN THIS EPISODE YOU’LL LEARN:

00:00:00 - Intro

00:01:37 - Why the U.S. faces a multi-pronged "poly crisis" despite strong tax receipts

00:02:20 - How short-term debt issuance is straining financial system liquidity

00:04:02 - Why Japan’s bond and currency trends signal deeper global shifts

00:05:10 - The impact of U.S. shale decline and oil demand on inflation

00:12:18 - How hedge funds are absorbing Treasury debt—and why it matters

00:06:27 - The surprising risk factors in the tech sector like hyperscaler power limits

00:19:31 - The contradiction in U.S. housing policy and mortgage lengths

00:26:06 - Why Bitcoin and gold are diverging in investor appeal

00:49:16 - How global power shifts and sanctions are elevating gold’s role

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our ⁠⁠⁠⁠⁠⁠sponsors⁠⁠⁠⁠⁠⁠:

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

1130 episodes

Alle Folgen

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play